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This chart is from the discussion recorded July 29th, 2011 Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights WEEKLY WRAP

Global insights audio-slides-07-29-11

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Page 1: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

WEEKLY WRAP

Page 2: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

YEN CARRY TRADE UNWIND: Accelerating

Page 3: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

A FREIGHT TRAIN OUT OF CONTROL?

Page 4: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

THERE IS TIME

Page 5: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

DOESN’T ADDRESS DOWNGRADE WARNINGS

Page 6: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

IS CONGRESS ARGUING THE RIGHT ISSUES?

Page 7: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

WORLD LOSING (Lost?) CONFIDENCE IN US

Page 8: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

TURMOIL & INSTABILITY

CME Not Accepting T-Bills as Risk Free - Now Discounting for Collateral

Page 9: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

THE EU CRISIS IS NOT RESOLVED!

Page 10: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

THE EU CRISIS IS NOT RESOLVED!

Moody’s puts Spain on review for downgrade - Rating agency cites terms of Greece package for move

Page 11: Global insights audio-slides-07-29-11

This chart is from the discussion recordedJuly 29th, 2011

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

WEEKLY WRAP