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From:
[email protected] To: Undisclosed recipients:;; Subject: The
J.P. Morgan View: Local forces are dominating Sent: 3/29/2013 8:48:11 PM Attachments: JPM_The
J.P. Morgan View_2013-03-28_1084792.pdf Global Asset Allocation ____________...
From: US GIO [
[email protected]] Sent: 11/6/2012 10:24:50 PM To: Undisclosed recipients:; Subject:
J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead" Attachments: image001.p...
From: US GIO [
[email protected]] Sent: 11/6/2012 10:24:50 PM To: Undisclosed recipients: Subject:
J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead" Attachments: image001.pn...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The
J.P. Morgan View JP Morgan
[email protected] 28 March 2013 Interest rates Current Jun-13 Sep-13 Dec-13 Mar-14 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125...
Global Asset Allocation The
J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874
[email protected] Global Economic Outlook Summary Real GDP Real GDP % over a year ago % over previous period, saar 2011 2012 2013 2014 3Q12)— 4Q 12 1...
…ties Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week’s J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The
J.P. Morgan View
[email protected] 28 March 2013 senior bank bond holders will lose money and this risk is, in our mind, not yet in the price (Rethinking the capital structure, R....
Jan Loeys Global Asset Allocation (1-212) 834-5874 The
J.P. Morgan View
J.P. Morgan [email protected] 09 November 2012 contracts and stock options listed on the Stock Exchange of Hong Kong Limited. An updated list can be found on HKEx...
…ven to them in section 761G of the Corporations Act 2001. Germany: This material is distributed in Germany by J.P. Morgan Securities ple, Frankfurt Branch and J.P.Morgan Chase Bank, N.A., Frankfurt Branch which are regulated by the Bundesan...
…the Karachi Stock Exchange and regulated by the Securities and Exchange Commission of Pakistan. Saudi Arabia: J.P. Morgan Saudi Arabia Ltd. is authorized by the Capital Market Authority of the Kingdom of Saudi Arabia (CMA) to carry out deal...
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Clearing Corporation's Characteristics and Risks of Standardized Options, please contact your J.P. Morgan Representative or visit the OCC's website at http://www.optionsclearing.com/publications/risks/riskstoc.pdf Legal Entities Disclosures...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The
J.P. Morgan View
J.P. Morgan [email protected] 09 November 2012 Disclosures Analyst Certification: The research analyst(s) denoted by an “AC” on the cover of this report certifies...
ofit on trades that monetize skew risk premia in S&P500 due to sharp contraction over the past quarter. We continue to monetize equity risk premia via buying high dividend yield equity ETFs against USTs. Our preference is to buy ETFs which...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The
J.P. Morgan View
[email protected] 28 March 2013 Equities The global rally in equity markets slowed this week, but did not reverse, on continued concerns about the fallout from a p...
From: US GIO [
[email protected]] Sent: 3/29/2013 8:48:11 PM To: Undisclosed recipients: Subject: The
J.P. Morgan View: Local forces are dominating Attachments: imagel.gif; image2.gif; JPM_The
J.P. Morgan View_2013-03-28 1084792.pdf J.P Mo...
