global insights audio-slides-07-20-11
DESCRIPTION
TRANSCRIPT
![Page 1: Global insights audio-slides-07-20-11](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/1.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/2.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/3.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/4.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/5.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/6.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/7.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/8.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/9.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/10.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/11.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/12.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/13.jpg)
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](https://reader035.vdocuments.mx/reader035/viewer/2022081602/54926522b479597d438b462a/html5/thumbnails/14.jpg)
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