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EFTA01169776Set 9

this score at the EU summit the week after next would Emerging Markets Outlook and Strategy. Joyce Chang bolster peripheral bonds some more. But further ahead, we remain defensive

https://www.justice.gov/epstein/files/DataSet%209/EFTA01169776.pdf

EFTA02702625Set 11

2012-11-098p5,904w

changing our Global Fixed Income Markets, Pavan Wadhwa and Fabio strategy. Bassi Emerging Markets Outlook and Strategy. Joyce Chang • From a month ago, we avoided directional longs in our GMOS

https://www.justice.gov/epstein/files/DataSet%2011/EFTA02702625.pdf

EFTA00598496Set 9

2013-01-048p6,246w

that the market has become Emerging Markets Outlook and Strategy. Joyce Chang complacent, but it is surely not as driven by fear anymore. Our long in risk Key trades

https://www.justice.gov/epstein/files/DataSet%209/EFTA00598496.pdf

EFTA01172027Set 9

money Global Fixed Income Markets. Pavan Wadhwa and Fabio market view. Bassi Emerging Markets Outlook and Strategy. Joyce Chang • Euro area breakevens rebounded this week, having fallen sharply both

https://www.justice.gov/epstein/files/DataSet%209/EFTA01172027.pdf

EFTA01176677Set 9

2012-05-048p5,874w

Bassi more QE last month. That deterioration in the supply-demand imbalance Emerging Markets Outlook and Strategy. Joyce Chang argues for some gilt underperformance. We position for this by adding

https://www.justice.gov/epstein/files/DataSet%209/EFTA01176677.pdf

EFTA01170207Set 9

Please help us to gauge prospects for inflation by completing our Inflation Emerging Markets Outlook and Strategy. Joyce Chang Expectations Survey on: Key trades and risk: Emerging Market Equity Strategy

https://www.justice.gov/epstein/files/DataSet%209/EFTA01170207.pdf

EFTA01169186Set 9

government bonds spreads have come in nicely this week on tons of Emerging Markets Outlook and Strategy. Joyce Chang rumours of plans to leverage the EFSF and recapitalise the banks

https://www.justice.gov/epstein/files/DataSet%209/EFTA01169186.pdf

EFTA01171349Set 9

intra-EMU Bassi wideners in the light of the large move. Emerging Markets Outlook and Strategy. Joyce Chang • The other big Euro area surprise was France and Germany's suggestion

https://www.justice.gov/epstein/files/DataSet%209/EFTA01171349.pdf

EFTA01176400Set 9

Dutch government, and its end, on the Spanish downgrade. We maintain a Emerging Markets Outlook and Strategy. Joyce Chang bearish outlook on peripheral bonds, with the slowing of bank buying

https://www.justice.gov/epstein/files/DataSet%209/EFTA01176400.pdf

EFTA01149242Set 9

inevitable. That means a deeper recession in Greece. and (via asset price Emerging Markets Outlook and Strategy. Joyce Chang contagion) recession in the Euro area as a whole. And that

https://www.justice.gov/epstein/files/DataSet%209/EFTA01149242.pdf

EFTA01178648Set 9

2012-06-298p5,896w

prospective recapitalisation of banks by the ESM, rather than their own Emerging Markets Outlook and Strategy. Joyce Chang sovereign, is an important step towards removing the banking sector tail risk

https://www.justice.gov/epstein/files/DataSet%209/EFTA01178648.pdf

EFTA01177347Set 9

episodes suggests that the modest outflows from EM bond funds seen in Emerging Markets Outlook and Strategy. Joyce Chang recent weeks could escalate. Yet we think several factors reduce

https://www.justice.gov/epstein/files/DataSet%209/EFTA01177347.pdf

EFTA01149274Set 9

Wadhwa and Fabio Euro area, even at these very low yields. Bassi Emerging Markets Outlook and Strategy. Joyce Chang • We stay long duration in EM, (favour Indonesia, Malaysia, Thailand

https://www.justice.gov/epstein/files/DataSet%209/EFTA01149274.pdf

EFTA01146380Set 9

2012-10-128p6,029w

German Bunds. Global Fixed Income Markets. Pavan Wadhwa and Fabio Bassi Equities Emerging Markets Outlook and Strategy. Joyce Chang • Global equities have paused over the past 5 weeks, following

https://www.justice.gov/epstein/files/DataSet%209/EFTA01146380.pdf

EFTA01181711Set 9

2012-10-058p5,861w

small duration Global Fixed Income Markets. Pavan Wadhwa and Fabio short. Bassi Emerging Markets Outlook and Strategy. Joyce Chang • We continue to think that UK inflation breakevens

https://www.justice.gov/epstein/files/DataSet%209/EFTA01181711.pdf

EFTA01981558Set 10

2014-07-118p6,835w

2QI5 to 4QI 5 from 2.0% to 2.25% as drags from fiscal Emerging Markets Outlook and Strategy. Luis Oganes tightening, weak credit and a high exchange rate fade (Taking stock

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981558.pdf

EFTA01170770Set 9

Fixed Income Markets. Pavan Wadbwa and Fabio Expectations Survey on: Bassi Equities Emerging Markets Outlook and Strategy. Joyce Chang Key trades and risk: Emermng Market Equity Strategy. • US equities continued

https://www.justice.gov/epstein/files/DataSet%209/EFTA01170770.pdf

EFTA01181150Set 9

2012-09-078p5,854w

year curve flatteners in Spain. If the ECB succeeds in Emerging Markets Outlook and Strategy. Joyce Chang anchoring front end bonds, 5-year yields should compress towards the short

https://www.justice.gov/epstein/files/DataSet%209/EFTA01181150.pdf

EFTA01176904Set 9

makers would likely react more decisively, and thus limit the downside. The Emerging Markets Outlook and Strategy. Joyce Chang euro would approach parity versus the dollar. Key trades

https://www.justice.gov/epstein/files/DataSet%209/EFTA01176904.pdf

EFTA01146946Set 9

2012-08-038p5,946w

somewhat orphaned the long end of the Spanish curve, which is left Emerging Markets Outlook and Strategy. Joyce Chang without an obvious buyer. Key trades and risk: Emerging Marker Equity

https://www.justice.gov/epstein/files/DataSet%209/EFTA01146946.pdf

Page 1

Corpus: 1990-03-17 – 2025-12-01

December 2025

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Results by Dataset27 total

Set 9

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Set 10

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Set 11

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