Epstein Secrets

weight. • Credit - We OW covered bonds in the Euro periphery over senior bank bonds and subordinated vs senior bank bonds in the core. • Currencies - Cyprus to have minimal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the • Commodities - Stay long Brent and short gasoli

d rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week's BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. • The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction

weight. • Credit - We OW covered bonds in the Euro periphery over senior bank bonds and subordinated vs senior bank bonds in the core. • Currencies - Cyprus to have minimal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. • Commodities - Stay long Brent and shor

d rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week's BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. • The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction

weight. • Credit - We OW covered bonds in the Euro periphery over senior bank bonds and subordinated vs senior bank bonds in the core. • Currencies - Cyprus to have minimal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. • Commodities — Stay long Brent and shor

d rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week's BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. • The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction