als 1.0 EUR/USD Ohs) mplied 2yr E R/USD yields (rhs) 1.38 1.36 1.30 1.32 1.3 1.28 1.26 1.24 1.22 1.2 Jun-12 Sep-12 Dec-12 Mar-13 Jun-13 Sep-13 Dec-13 0.1 Sono Damen, &trot Consenws economy, tr ancectormegotions 0 -0.1 -0.2 -0.3 -0.4 -0.5 IPortfolio Inflows Into Euro-Area Peaked 400 300