EFTA02696364Set 11
2012-01-0918p2,873w
personal income
CO
z
z
z
cc
cc
O
a.
O.
a Sources: FRB, BEA, ECB, Eurostat, BoE, Office for National Statistics. BoJ. Cabinet Source: Federal Reserve Bank, ECB
Office
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02696364.pdf
EFTA01077755Set 9
22p12,833w
September 2011 (c52) J.P. Morgan Private Bank, Bloomberg, Company filings, December
2011
(c10) FRB, BEA, ECB, Eurostat, Bank of England, UK Office for (c53) Fame, December 2011
National Statistics, Bank
https://www.justice.gov/epstein/files/DataSet%209/EFTA01077755.pdf
EFTA01180916Set 9
2012-09-046p3,821w
Source: FRB, BEA ECB, Eurostat, BoE, UK Office for National Statistics,
Bo.l. Japan Cabinet Office.
How will it work out in Europe? The immediate benefits of central bank debt purchases
https://www.justice.gov/epstein/files/DataSet%209/EFTA01180916.pdf
EFTA01070756Set 9
2012-09-105p3,446w
driving the rise in risky asset prices3. This has been a Source: FRB, BEA, ECB, Eurostat, BoE, UK Office for National Statistics,
BoJ,Japan Cabinet Office.
deliberate strategy
https://www.justice.gov/epstein/files/DataSet%209/EFTA01070756.pdf
EFTA01070771Set 9
2012-09-255p4,003w
kinds of public/private credit and hedge 2008 2009 2010 2011 2012 2013
Source: FRB, BEA, ECB, Eurostat, BoE, UK Office for NationalStatisties, BoJ, Japan Cabinet Office.
EFTA01070771
https://www.justice.gov/epstein/files/DataSet%209/EFTA01070771.pdf
EFTA01116684Set 9
2002-01-019p7,098w
Source: FRB, BEA, ECB, Eurostat, BoE, UKOffice fo r National Statistics,
BoJ, Japan Cabinet Office. Source: Morgan Stanley, Bureau of Labor Statistics.
Michael Cembalest
Chief Investment Officer
Appendix A: Natural
https://www.justice.gov/epstein/files/DataSet%209/EFTA01116684.pdf
EFTA01071135Set 9
2012-10-095p3,351w
Global manufacturing PMI survey
2008 2009 2010 2011 2012 2013 1.000 47
Source: FRB, BEA, ECB, Eurostat, BoE, UK Office for National Statistics. 2010 2011 2012
BoJ, Japan Cabinet Office
https://www.justice.gov/epstein/files/DataSet%209/EFTA01071135.pdf
EFTA01070751Set 9
5p3,902w
MSCI Europe (which includes the UK and Scandinavia), and Source: FRB, BEA, ECB, Eurostat, Bo E, UK Office for National Statistics.
BoJ, Japan Cabinet Office.
-14% for the European Monetary
https://www.justice.gov/epstein/files/DataSet%209/EFTA01070751.pdf
EFTA00601815Set 9
2012-01-203p2,091w
market for sovereign bonds is a 1-time event (not ongoing)
Source: FRB, BEA, ECB, Eurostat, BoE, UKOffice for National Statistics. Lower bank reserve requirement ratios, from
https://www.justice.gov/epstein/files/DataSet%209/EFTA00601815.pdf