Epstein Secrets

uesstimates. We made the conservative assumption that central banks have a disproportionately high exposure to German bunds and low exposure to the PIIGS bonds. But even with our conservative assumption, we find that it is possible that global central banks have close to a third of their EUR holdings

Confidence Indices: but Do They Matter? Stephen L Jen and Kieran Fontaine, July 31, 2009. Anticipating a Global Export Recovery, Stephen L Jen and Louis Goh, July 29, 2009. An Inventory-Shipment Clock, Stephen L Jen and Kieran Fontaine, July 17, 2009. DISCLAIMER This email has been prepared by BlueGold

uesstimates. We made the conservative assumption that central banks have a disproportionately high exposure to German bunds and low exposure to the PIIGS bonds. But even with our conservative assumption, we find that it is possible that global central banks have close to a third of their EUR holdings

Confidence Indices: but Do They Matter? Stephen L Jen and Kieran Fontaine, July 31, 2009. Anticipating a Global Export Recovery, Stephen L Jen and Louis Goh, July 29, 2009. An Inventory-Shipment Clock, Stephen L Jen and Kieran Fontaine, July 17, 2009. DISCLAIMER This email has been prepared by BlueGold

uesstimates. We made the conservative assumption that central banks have a disproportionately high exposure to German bunds and low exposure to the PIIGS bonds. But even with our conservative assumption, we find that it is possible that global central banks have close to a third of their EUR holdings

Confidence Indices; but Do They Matter? Stcphcn L Jai and Kieran Fontaine. July 31, 2009. Anticipating a Global Export Recovery, Stcphcn L Jcn and Louis Goh, July 29, 2009. An Inventory-Shipment Clock. Stephen L Jen and Kieran Fontaine, July 17, 2009. DISCLAIMER This email has been prepared by BlueGold