In YTD terms, of the main indices we track the FTSE-MIB (+14.5%) and the IBEX (+12.8%) have been the star performers. Spanish, Portuguese and Italian bonds have not been far behind. Interestingly commodities make up quite a few of the other top ten places (with the CRB index, Gold, Silver and Oil returning between 7-11%), but also 2 of the worst 3 with wheat and Copper both down more than 6%. Also negative was Chinese equities (-1.5%) after disappointing growth in HI which may explain some part of the weakness for certain commodities. The Nikkei (-6.1%) was the only other asset lower YTD in our sample. Apart from these four all the other assets saw a positive 2014 total return. Credit has put in a good performance in 2014 so far with most major indices returning between 4-7% which is impressive in the low yield, low spread environment. For the full numbers for the year, 02 and June see the charts and tables in today's pdf. we also show the YTD numbers all converted to dollars. Happy H2! other Market Data (ITX Sen Fin @ 68 // +2) (ITX Sub Fin 0 103 // +3) (CDX EM @ 237 // +4) (ITx Japan @ 68 // -1) (I-IXAustralia@ 85 // +2) (ITX Asia XJ 0 105 // unch) (Euro NonSov 0 69.15 // unch) (Euro Corp @ 103 // unch) (Euro BBB 0 133.94 // +1) (Sterling NonGilt 0 115 // unch) (Sterling Corp 0 139 // unch) (Sterling BBB 0 176 // unch) (wTI OilA @ 105.65 // -0.09%) ogle 78/-2) UVA 3 .% Jtx0@4/-0) IE@52/12 a O 2317% 2017/01 ycoca ea e/C) Smucrg)e/SO/S otcosnn(y/+5/+2/+5 n t hlse(n . . .) papth8kuitn wlolk ea fehsr n24hp/ldgeahoc-nu/c1128/72/_rOlk0--_088a8p FD1-hsg sioa ei rocar n24hp/ldgeahoc-nu/c111A/27/08878p EoaSfn-arh e,5u 1 t/u.-recc/iiplou/75c2808xi_10200c854d EoaEi re T tnfhscah nO,t:plbmsr.mgb/1DP1-674900c8c0d FuEo Dnun t nO,t:plbmsr.mgb/1DP10-5673DFuup24609b060.f me +)0574-irdbo c8n 4 410 cbndc tnI 6 886 ahypbo CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0102714 CONFIDENTIAL SDNY_GM_00248898 EFTA01447924