Epstein Secrets

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d add another 2mm to that European equity basket. We went further ovenveight Europe. Paul Barrett I Managing Director I Global Investment • • up I J.P. Morgan Private Bank I 320 Park Avenue, 14th Floor, New York, NY 10022 I T: I F: (212) 310 01081 ns I NMLS ID# 853441 Original Message From: Perlman, Daniel A Sen

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

m to that European equity basket. We went f=rther overweight Europe. Paul Barrett I Managing Director I Global Investment Opportunities Group I =.P. Morgan Private Bank I Original Message From: Perlman, Daniel A Sent: Friday, August 09, 2013 05:09 PM Eastern Standard Time To: Subject: The J.P. Morgan View : Wh

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

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

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