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HOUSE_OVERSIGHT_014974

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Chart 3: Stress in commodities fell the most last week (driven by a drop Chart 4: EM and the US are the least stressed GFSI regions globally in crude oil vol) while stress in equities rose marginally (led by equity 0.02 skew) 0.05 0.02 0.04 -0.05 0.01 0.03 0.0 — -0.10 02 0.03 -0.03 -0.08 -0.15 mus 0.16 -0.20 -0.4 -0.25 06 -0.30 ~ -0.35 -0.8 -0.40 40 EM Europe Japan US Equities Credit Rates FX Commodities mLatest stress (16-Jun-17) | = Change in stress m Latest stress (16-Jun-17) | © Change in stress Source: BofA Merrill Lynch Global Research. 1wk change (9-Jun-17 to 16-Jun-17). Source: BofA Merrill Lynch Global Research. 1wk change (9-Jun-17 to 16-Jun-17). Chart 5: Top 10 movers in stress (1-week abs chg %-ile vs history*) Chart 6: Global volatility & credit spread stress in the GFSI mms Stressifall mLatest stress (16-Jun-17) = Change in stress qa Stress rise - 100% 5 99% 3 0.01 0.01 5 90% 83% 39% 89% g49 02 0.00 0 B 0 82% 81% 80% 79% 79% 77% & 0.01 0.02 fi-0.06 HH @ 80% a 0.4 $ 5 a -0.6 2 ° -1.0 2 50% -1.2 Qa rat Qa rat 2 § 8 s & Ses Fx BES 44 _ Sn 2 OD BF FP 6 PAFLP2 GB Gaefo 4 $s a $ 2 s s 3 SB o A 8 2€=se25 > EV?=8 Oo =) > = n > ® x 2 & § BHZS5BS5 2 oBzE5 > es = = 2 3S = sy co wi 5S 2c oO © 3S = = a=] 7 rE o a ao Ss a oOo se8 = > fo} Sy) ,o) ae Hn 2@£ ® FF = 5S uaé Lu ao ce = ra) Source: BofA Merrill Lynch Global Research. * %-ile of weekly move in stress vs all historical weekly Source: BofA Merrill Lynch Global Research. Iwk change (9-Jun-17 to 16-Jun-17). moves (earliest 3-Jan-00). Bar colours represent rise (red) or fall (green) in stress. 1wk change (9-Jun- 17 to 16-Jun-17). forint a Global Equity Volatility Insights | 20 June 2017.3 HOUSE_OVERSIGHT_014974

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