global insights audio-slides-07-20-11

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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

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

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

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

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

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

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

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

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

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

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

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

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+

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

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