EFTA01171763Set 9
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senior financiaLs vs. bank equity on looming capital
LIS Credit Markets Outlook and Strategy, Eric Beinstein et at
injections to the banking system and short cyclical vs. non-cyclical euro ... credit
Emerging Markets Cross Product Strategy Weekly, Eric
metrics this week (see Eric Beinstein and team, High Grade Credit Beinstein el al.
Fundamentals, today). Revenue growth, EBITDA and free cash
https://www.justice.gov/epstein/files/DataSet%209/EFTA01171763.pdf
EFTA01170207Set 9
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Cross Product Strategy US Fixed Income Markets. Terry Belton and Srini
Weekly (Eric Beinstein, Oct. 19) details our top trade recommendations, Ramaswamy
including receivers in South Africa, and inflation linkers ... that investors identify EM corporates as having the
US Cm& Markets Outlook and Strategy, Eric Beinstein et al.
most value following last month's sell-off (Jonny Goulden ... Outlook & Strategy. Steven Dulake et S.
and Russia.
Emerging Markets Cross Product Strategy Weekly, Eric
Beinstein el al.
Oct 21, 2011 3
EFTA01170209
Global Asset Allocation J.P,Morgan
https://www.justice.gov/epstein/files/DataSet%209/EFTA01170207.pdf
EFTA01149274Set 9
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preference for Irish and Portuguese senior debt US Credit Markets Outlook and Strategy. Eric Beinstein el al.
High Yield Credit Markets Weekly. Peter Acciavalli et al.
• Our recent Credit Investor ... Strategy, Steven Dulake et al.
managers are bearish and hedge funds are bullish (see Eric Beinstein et al.,
Sep 9, 2011 3
EFTA01149276
Global Asset Allocation J.P. Morgan
https://www.justice.gov/epstein/files/DataSet%209/EFTA01149274.pdf
EFTA01123906Set 9
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stem an EU Lehman-type event. Our US Credit Markets Outlook and Strategy. Eric Beinstein el al.
US strategists have turned Neutral from Underweight, revised their YE US HG High ... strong even as earnings weaken (see today's FX weekly change vs USD
CMOS, Eric Beinstein et al.). In fact,US High Grade bond funds
https://www.justice.gov/epstein/files/DataSet%209/EFTA01123906.pdf
EFTA01146217Set 9
2012-10-268p6,030w
America idles, which is likely why currencies such US Credit Markers Outlook and Strategy. Eric Beinstein
as AUD, NZD, EM Asia & BRL are outperforming USD, CAD & MXN. el al.
High
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146217.pdf