Epstein Secrets

pressure on the currency that is preventing their central banks from easing rates. In addition, as reviewed in Job gains to lag global growth lift, Kasman et al., July 24, we see falling EM profit margins, in response to tight labor markets and rising wage costs, also depressing EM growth. • That sai

given improving US and European demand coupled with significant supply uncertainty in the Middle East (see Commodity Markets Outlook and Strategy, Colin Fenton, Aug 8). Additionally, tight supplies in energy have caused spot prices to be persistently higher than forwards, something we expect to continue. Th

pressure on the currency that is preventing their central banks from easin= rates. In addition, as reviewed in Job gains to lag global growth lift, Kasman et al., July 24, we see =ailing EM profit margins, in response to tight labor markets and rising wa=e costs, also depressing EM growth. • That sai

e given improving US and Europ=an demand coupled with significant supply uncertainty in the Middle East (=ee Commodity Markets Outlook and Strategy, Colin Fenton, Aug 8). Additi=nally, tight supplies in energy have caused spot prices to be persistently=higher than forwards, something we expect to continue. Th

lobal growth forecast. More details in ... Global Data Watch, Bruce Kasman and David Hensley Global Markets Outlook and Strategy, Jan Loeys, Bruce Kasman, et al. US Fixed Income Markets, Terry Belton and Srini Ramaswamy Global Fixed Income Markets, Pavan Wadhwa and Fabio Bassi Emerging Markets Outlo

D JPY EUR GBP CHF CAD AUD TWI Source: J.P. Morgan More details in ... FX Markets Weekly, John Normand et al. Commodity Markets Outlook & Strategy, Colin Fenton et al. Oil Markets Monthly, Colin Fenton et al. Daily Metals Note, Colin Fenton et al. Agriculture Weekly, Dietz et al. HOUSE_OVERSIGHT_026575 ---