Global insights audio-slides-07-25-11

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Transcript of Global insights audio-slides-07-25-11

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

POT POURRI

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

BEFORE WE START: A Reminder to Keep Your Eye on The YEN

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

BEFORE WE START: A Reminder to Keep Your Eye on The YEN

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

BEFORE WE START: A Reminder to Keep Your Eye on The LIBOR-OIS

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

BEFORE WE START: A Reminder to Keep Your Eye on The INTEREST RATE SWAPS

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

Q2 EARNINGS GUIDANCE - US

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

Q2 EARNING SURPRIZES - EU

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

POT POURRI

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

POT POURRI

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

POT POURRI

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

BEFORE WE FINISH: Beware of BONDS or BOMBS!

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

BEFORE WE FINISH: Beware of BONDS or BOMBS!

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

BEFORE WE FINISH: Beware of BONDS or BOMBS!

This chart is from the discussion recordedJuly 25th, 2011

Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights

POT POURRI