Epstein Secrets

ISI Group. 2004 2007 2010 Two views on the impact of an oil price shock %decline GDP 0.0% Australian • U.K Euro land Japar• Brazil • Poland Hungary • • U.S. ChinaU • Indonesia IN Turkey • Philippines • Korea • India MI S. Africa Taiwan • Thailand Ar.. Si ■ Canada Mexico Malaysia •

al risk across the Arab world has been something of a surprise, although conditions leading to it were well understood for years. As for problems in the European Monetary Union and the impact of tightening policy in Asia, they have been familiar refrains around here for months, and were central to our 2011 Outlook. The whol

25% is now invested in Irish bank stocks, with another 50% subject to liquidation to fund the bailout. This follows on similar decisions in Spain, Hungary and France to repurpose diversified pension funds into government bonds. The Koreas: playktg with fire We wrote about India recently ("From Nehru

eside the point. Last week's EoTM summarized our take on the market, economic, political and investment implications of the continued unraveling of the European Monetary Union. What would change our views? A full-scale German underwriting of the EMU problem. How likely is that? Wenn Schweine fliegen k6nnen (when pigs fly)

on, fully one half lived in the broad swath running north-south between Berlin and Moscow. Now, hardly any Jews remain in Poland or Romania, while Hungary and Ukraine have about 100,000 EFTA_R1_00225785 EFTA01840729 between them. Russia is the only country in this cradle of contemporary Jewish cul

year, he left other European leaders thunderstruck with his dramatic refusal to agree to their proposed new treaty, designed to end the crisis in the European Monetary Union. In some ways, Cameron's Euro-skepticism is nothing new. Ever since British entry into what was then the European Common Market 40 years ago, Lond