30 July 2013 Exchange Rate Perspectives: FX and the Financial Transaction Tax U.S Exports-Imports by Commodity Figure 16: U.S. Trade Balance Excluding China & Figure 17: U.S. Trade Balance - Advanced Technology Petroleum (Monthly & Annual Balance) Onblin.bnnly IUSSunlioa64 -10 -15 An n u4i11181 nn )(Inn -60 -100 2 450 0 2 -25 I -250 6 -30 -300 -35 -350 -12 .14 -40 n -400 1914 1 1996 1996 2000 2002 2064 2006 24:0B 2010 2012 1994 1996 1999 2000 2002 2004 2006 2009 2010 2012 Month he item lben0 Annuouun pine) 'Figure 18: U.S. Trade Balance - Petroleum Products U -5 -10 -15 .20 -25 .so 35 -40 45 61•1111ounthb .6 bill lbws) ArlOWSIUSS 1994 1996 1998 2000 2002 2004 2006 2009 2010 2012 San S ten OeS 00 40 20 0 -40 60 10) .120 Figure 19: U.S. Trade Balance - Consumer Goods U -60 -103 -150 •I0 o -100 460 -200 45 -250 -200 -20 -300 -250 -350 -25 IIIIIMINionOt iv% bn.) lbws) -300 400 -30 AnOvilICUTS WO MAO -350 450 .05 -400 -500 1994 1995 1096 2030 20te 2004 2006 20126 3.010 2012 Sant Osegamon 'Figure 20: U.S. Trade Balance - Capital Goods :Figure 21: U.S. Trade Balance - Industrial Supplies IMO MantUvIUSS bnillaars1 1994 1996 19913 2000 2002 2004 2006 2068 2010 2012 SourvaS Annual(USS bn 111nel -30 0 -10 50 40 30 20 10 -25 -250 Montt 1USS On) -33 -300 11368 -35 -360 AnnuallUSSOn/line/ -20 40 .4120 -45 -450 1994 19% 1998 2000 2002 2004 2006 2008 2010 2012 -5 -10 -15 -20 .50 -10) -150 -200 Page 42 Deutsche Bank Securities Inc. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0104555 SONY GM_00250739 -20 1f -200 EFTA01449234