Global insights audio-slides-07-20-11

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This chart is from the discussion recorded July 20th, 2011 Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights FOCUS: SENTIMENT & EU BONDS

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Transcript of Global insights audio-slides-07-20-11

Page 1: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

FOCUS: SENTIMENT & EU BONDS

Page 2: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

FOCUS: SENTIMENT

63.8 FROM 71.5 in June58.6 in June from 66.0 in April

Page 3: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

FOCUS: SENTIMENT

Page 4: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

FOCUS: SENTIMENT

Page 5: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

FOCUS: SENTIMENT

Page 6: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

FOCUS: SENTIMENT

Page 7: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

GIIPS: Greece

Page 8: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

GIIPS: Ireland

Page 9: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

GIIPS: Italy

Page 10: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

GIIPS: Portugal

Page 11: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

GIIPS: Spain

Page 12: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

GIIPS

Page 13: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

GIIPSGREECE IRELAND PORTUGAL SPAIN ITALY

NOTES -Yield

2 Year 36.0 23.2 20.4 4.6 4.6

5 Year 21.6 17.1 17.2 5.7 5.5

10 Year 18.2 14.1 12.7 6.3 6.0

CDS - bps

5 Year 2399 1130.3 1145.2 341.3 303.0

S&P RATING BBB+ BBB- AA A+

Page 14: Global insights audio-slides-07-20-11

This chart is from the discussion recordedJuly 20th, 2011

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

FOCUS: SENTIMENT & EU BONDS