Epstein Secrets

lly, attention in the CDS market has been focussed on the index rolls into Series 18 of the CDX and 17 of the iTraxx this week. Among other changes, Cyprus replaces Greece in the SovX (see Global CDS Indices, March 19). Foreign Exchange A familiar explanation for recent dollar strength, the March patte

We thus expect base metals and other industrial commodities to pick-up sharply as we head into the summer and through the second half of the year. Jan Loeys (AC) EFTA00630376 JPMorgan Chase Bank NA John Normand J.P. Morgan Securities Ltd. Nikolaos Pani irtzoglou J.P. Morgan Securities Ltd. Seamus

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

ntracts has doubled since we put the trade on in December. We stay long as we think these logistical issues are unlikely to be resolved anytime soon. Jan Loeys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Ni

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

ntracts has doubled since we put the trade on in December. We stay long as we think these logistical issues are unlikely to be resolved anytime soon. Jan Loeys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Ni