Global Insights Support Slide - January 18 2012

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Support Slides for Global Insights dated January 18, 2012

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Global Insights Support Slide - January 18 2012

  1. 1. This image accompanies the podcast recorded January 18, 2012 Man vs. Markets The Battle of Politicians Against the Markets “It’s a battle of politicians against the markets. But I’m determined to win the battle.” - Angela Merkel, May 6, 2010 Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  2. 2. This chart accompanies the podcast recorded January 18, 2012 Fragile Economy No Growth Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  3. 3. This chart accompanies the podcast recorded January 18, 2012 Total Global Debt and Global Debt/GDP Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  4. 4. This chart accompanies the podcast recorded January 18, 2012 Annual Consumer Inflation – Official SGS (1980-based) Alternate Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  5. 5. This chart accompanies the podcast recorded January 18, 2012 G-7 Aggregate Debt Principal and Interest (USD equiv.) 2012 – 2022 - UK, US, Italy, Germany, Canada, Japan & France Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  6. 6. This chart accompanies the podcast recorded January 18, 2012 G-7 Aggregate Debt Principal and Interest (USD equiv.) 2012 (by month) UK, US & Japan Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  7. 7. This chart accompanies the podcast recorded January 18, 2012 Classic Bank Runs PIIGS M1 Deposits (Annualized 6-Month Change) Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  8. 8. This chart accompanies the podcast recorded January 18, 2012 Eurozone 10-Year Yields Deposits at ECB Commercial Paper Markets are Closed Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  9. 9. This chart accompanies the podcast recorded January 18, 2012 Global Schedule for Maturing Corporate Debt 750 billion of Bank Debt Must Roll Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  10. 10. This chart accompanies the podcast recorded January 18, 2012 The Financial System of Europe has WALKED the Plank Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  11. 11. This chart accompanies the podcast recorded January 18, 2012 December 1st Coordinated Central Bank Swaps Announcement This is the launch of QE IIIDec 1st Coordinated Central Bank Swaps Announcement • Fed Funding the world for financial stability • ECB, federal reserve, Swiss National Bank, Bank of England, Bank of Japan, Canadian Central BankECB Announcement of Unlimited 36 Month Lending Facility • Monetary Bazooka in disguise • Widened eligible securities accepted. AAA to B; anything but junk • Reduced reserve requirements from 2% to 1% = doubled leverage • Guaranteed carry trade to recapitalize banks & fund sovereigns“The weapon in question is unlimited three-year lending to banks as planned by the European Central Bank. Match itagainst three-year Eurozone government bonds used as security for the loan and you the have the ‘repo-to-maturity’trade beloved of Mr. Corzine. The ECB lending will be at the average of its short-term rates over the period, currently 1per cent. Use €10bn of ECB loans to buy Italian debt, at 6.18 per cent, and a bank could pocket a cool €518m in threeyears. Not bad for zero risk, and of course great for Italy – and France, whose President Nicolas Sarkozy praised theidea on Friday.” - James Mackintosh Financial Times December 12th Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htm The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  12. 12. This chart accompanies the podcast recorded January 18, 2012 Global Reflation Underway QE III has set sail Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  13. 13. This chart accompanies the podcast recorded January 18, 2012 The Battle of Politicians Against the Markets“It’s a battle of politicians against the markets. But I’m determined to win the battle.” - Angela Merkel, May 6, 2010Scoreboard: Politicians Markets 0 5 It is Already Failing. Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  14. 14. DISCLOSURE STATEMENT AND TERMS OF USETHE CONTENT OF THIS SLIDE PRESENTATION AND ITS ACCOMPANYING RECORDED AUDIO DISCUSSION AREINTENDED FOR EDUCATIONAL PURPOSES ONLY.This slide presentation and its accompanying recorded audio discussion are not a solicitation to trade or invest, andany analysis is the opinion of the author and is not to be used or relied upon as investment advice. Trading andinvesting can involve substantial risk of loss. Past performance is no guarantee of future returns/results. Commentaryis only the opinions of the authors and should not to be used for investment decisions. You must carefully examinethe risks associated with investing of any sort and whether investment programs are suitable for you. You shouldnever invest or consider investments without a complete set of disclosure documents, and should consider the risksprior to investing. This slide presentation and its accompanying recorded audio discussion are not in any way asubstitution for disclosure. Suitability of investing decisions rests solely with the investor. Your acknowledgement ofthis Disclosure and Term of Use Statement is a condition of access to it. Furthermore, any investments you may makeare your sole responsibility.THERE IS RISK OF LOSS IN TRADING AND INVESTING OF ANY KIND. PAST PERFORMANCE IS NOT INDICATIVE OFFUTURE RESULTS. Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htm

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