Epstein Secrets

Thomas Lee, Chief U.S. Equity Strategist Also participating: Alex White, European Policy Strategist; Malcolm Barr, Senior European Economist; • Pavan Wadhwa, Global Head of Interest Rate Strategy, Nikolaos Panigirtzoglou, Global Market Strategist. North America Equity Research 26 June 2012 Portfolio S

ies LLC Economic and Policy Research Malcolm Barr JPMorgan Chase Bank N.A. London Branch Rates Strategy Pavan Wadhwa J.P. Morgan Secunues Ltd. Global Asset Allocation Nikolaos Pani irtzoglou Proposed Agenda: J.P. Morgan Securities Ltd. Alex White (European Policy Strategist): • Key ground covered by the Summi

kets 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 Outlook and Strategy. Joyce Chang Key trades and risk: Emerging Market Equity Strategy. Adrian Mowat et al. Flo

still be buffeted by a steady news flow on wide gaps between each side's position. See page 7 for analyst certification and important disclosures. Global Asset Allocation Jan Loeys AC JPMorgan Chase Bank NA John Normand J.P. Morgan Socunbos plc Mk I P nl Irtz I u J.P. Morgan Secunlies plc Seamus Mac Gorain J.P.

re details in ... Global Data Watch. Bruce Kasman and David Hensley Global Markets Outlook and Strategy. Jan Loeys el al. US Fixed Income Markets. Pavan Wadhwa. Matthew Jozolf, and Srini Ramaswamy Global Fixed Income Markets. Pam Bassi Emerging Markets Outlook and Strategy. Joyce Chang Key trades and ris

wth raised from 0.4% to 0.5% (see discussions by Kanno and Adachi in today's GDW). See page 7 for analyst certification and important disclosures. Global Asset Allocation 04 January 2013 Global Asset Allocation Jan Loeys AC (1-212)834-5874 JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 M. Morgan Securitie