Global insights audio-slides-07-25-11

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This chart is from the discussion recorded July 25th, 2011 Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights POT POURRI

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

Page 1: 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

Page 2: 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

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

Page 3: 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

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

Page 4: 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

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

Page 5: 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

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

Page 6: 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

Q2 EARNINGS GUIDANCE - US

Page 7: 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

Q2 EARNING SURPRIZES - EU

Page 8: 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

Page 9: 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

Page 10: 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

Page 11: 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

BEFORE WE FINISH: Beware of BONDS or BOMBS!

Page 12: 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

BEFORE WE FINISH: Beware of BONDS or BOMBS!

Page 13: 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

BEFORE WE FINISH: Beware of BONDS or BOMBS!

Page 14: 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