EFTA01981558Set 10
2014-07-118p6,835w
stock ofEuro and Holly Huffman
area grotoh: 2014 (lotto, 2015 up, Greg Fuzes' et al, Jul I I). Key trades and risk: Emerging Market Equity Strategy,
• US headline inflation ... TIPS curve should be higher (see
0.8 3.3
Monthly Inflation Outlook, Francis Diamond et al, Jul 10). — EM vs. DM equity
• Taking together the outlook in the Euro area ... Financials is very
tight, at or very close to 10YR tights (Ct/OS, Beinstein et al., Jul 7).
• As discussed in the commodity section below, our oil strategists have raised
their
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981558.pdf
EFTA01981552Set 10
2014-07-116p2,893w
fade (Taking stock of Euro area
growth: 2014 down, 2015 up, Greg Fuzcsi ct al, Jul II).
• US headline inflation has bottomed out and has been rising over the first ... TIPS curve should be
higher (see Monthly Inflation Outlook, Francis Diamond et al, Jul 10).
• Taking together the outlook in the Euro area for weaker near-tenn growth, but stronger ... Financials is very
tight, at or very close to I0YR tights (CMOS, Beinstein et al., Jul 7).
• As discussed in the commodity section below, our oil strategists have raised their
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981552.pdf
EFTA01978403Set 10
2014-07-256p2,837w
these results, our strategists dismiss any constitutional intervention (ASEAN
Equity Strategy, A. Srinath et al., Jul 13). We remain positive on the prospects of improved governance
and structural reforms which ... earnings growth in large than small caps (Global Smith Views, Eduardo Lecubarri et al., Jul 3). In
addition, we exploit value within small caps by overweighting Euro area small caps
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01978403.pdf