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EFTA02702625Set 11

2012-11-098p5,904w

overweight versus the US into EM Asia (see Wednesday's Global Market Outlook and Strategy). 3.5 • Chinese activity data continue to surprise on the upside. October data ... ovenvcighis in Euro area peripherals, US MBS, and EM local bonds vs Global Markets Outlook and Strategy. Jan Loeys, Bruce DM. Kasman. et al. US Fixed Income Markets, Terry Belton

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

EFTA01169776Set 9

would leave the BoE owning over a third of the UK gilt market. Global Markets Outlook and Strategy. Jan Loeys. Bruce Kasman. el al. • Yet monetary policy takes second place

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

EFTA01172027Set 9

David Hensley yield a percentage point more than the equivalent US Treasuries. Global Markets Outlook and Strategy. Jan Loeys. Bruce • Further liquidity support for Euro area banks

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

EFTA00598496Set 9

2013-01-048p6,246w

major tail risks a Global Data Watch. Bruce Kasman and David Hensley Global Markets Outlook and Strategy. Jan Loeys el al. year ago — China hard landing, EMU exits, Middle East

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

EFTA01171349Set 9

monetary easing. Global Data Watch, Bruce Kasrnan and David Hensley Fixed income Global Markets Outlook and Strategy. Jan Loeys. Bruce • Greek politics repriced the yield curve lower, but the aborted

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

EFTA01176904Set 9

Hensley What impact? Our economists judge that Greek exit would push Euro GDP Global Markets Outlook and Strategy. Jan Loeys. Bruce down a further 2%. Market consensus is converging

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

EFTA01146788Set 9

2012-08-318p6,176w

exit risk premium. Global Data Watch. Bruce Kasman and David Hensley Fixed income Global Markets Outlook and Strategy. Jan Loeys. Bruce Kasman. et al. • Bonds edged up on the week

https://www.justice.gov/epstein/files/DataSet%209/EFTA01146788.pdf

EFTA01181150Set 9

2012-09-078p5,854w

David Hensley predecessor, the SMP. There remains considerable uncertainty as to when Global Markets Outlook and Strategy, Jan Loeys, Bruce bond buying will begin, not least because

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

EFTA01170207Set 9

four weeks of significant outflows, EM bond mutual fund flows were about flat Global Markets Outlook and Strategy. Jan Loeys. Bruce this week. We take profit on underweights in EMEA

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

EFTA01170770Set 9

That underlines the importance of official support, from the ECB in the first Global Markets Outlook and Strategy. Jan Loeys. Bruce instance, to keep yields in check. We remain defensive

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

EFTA01176677Set 9

2012-05-048p5,874w

economic data and Euro area uncertainties (including this weekend's elections) make us Global Markets Outlook and Strategy. Jan Loeys. Bruce reluctant to position for this at present. Kasman

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

EFTA01146380Set 9

2012-10-128p6,029w

ovenveight peripheral bonds, for the first time since 2010, as reported in our Global Markets Outlook and Strategy. Jan Loeys. Bruce European Duration Survey. But for the near term

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

EFTA01149274Set 9

bond purchases (€56bn in the first four weeks). Spain is our preferred UW. Global Markets Outlook and Strategy. Jan boys. Bruce • The ECB changed tack by more than expected this

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

EFTA01149242Set 9

Treasuries), has decisively shifted the supply-demand landscape in that market, and prompts Global Markets Outlook and Strategy. Jan theys. Bruce us to go long US MBS (see Matt Jozoff

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

EFTA01169186Set 9

into recession, then Bunds and USTs will rally further, quite likely by another Global Markets Outlook and Strategy. Jan !says. Bruce 30-ish basis points. But if such a recession

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

EFTA01146946Set 9

2012-08-038p5,946w

Heasley are in train from the ECB, likely including a revised collateral framework. Global Markets Outlook and Strategy, Jan Loeys. Bruce further LTROs, and significant support for short-dated peripheral

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

EFTA01177347Set 9

periphery, and will in any case be reluctant to take action before the Global Markets Outlook and Strategy. Jan Loeys. Bruce Greek election. That means the path of least resistance

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

EFTA01178648Set 9

2012-06-298p5,896w

also prints money — as well as the possibility that the ESM will be Global Markets Outlook and Strategy. Jan Loeys. Bruce able to provide equity capital, are huge supports

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

EFTA01146217Set 9

2012-10-268p6,030w

Hensley • EM local bonds have largely sidestepped the October rate selloff, and their Global Markets Outlook and Strategy. Jan boys. Bruce 4% gain relative to DM govies (currency hedged

https://www.justice.gov/epstein/files/DataSet%209/EFTA01146217.pdf

EFTA01981558Set 10

2014-07-118p6,835w

However, while these growth revisions reflect a more moderate near Joe Lupton Global Markets Outlook and Strategy. Jan Loeys el al. term profile, medium-term we continue

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

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Corpus: 1990-03-17 – 2025-12-01

November 2012

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Results by Dataset27 total

Set 9

23

Set 10

3

Set 11

1