Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end The third concern: Germany as paymaste...
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Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day First, a few updates: e It looks like sub-2.5% global GDP growth is showing up in the weak outlook provided by some bell-weather cycl...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View LE Morgan jan.loeys@jpmorgan.com 09 November 2012 Interest rates Current Dec-12 Mar-13 Jun-13 Sep-13 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.63 2.00 2.00 2.00 2...
Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 jan.loeys@jpmorgan.com that outcome. But avoiding the worst case requires a short-term bargain plus a long-term compromise on a scale not seen in Washington since the Clinton- Congressional...
… oS Ss oo BJapan -1.0 BUS+Other 4 Jan-11 Apr-11 Jul-11 Oct-11 Jan-12 4 2009 2010 2011 2012 source: BEA Wards DB, J.P. Morgan Privale Bank. Box indicates impact Source: DB, JP. Morgan Private Bank. Shadings indicate Cash for of Japanese earthquake, Clunkers and Japanese earthqua...
Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day Bottom line: China has a long history of economic, political and military co-operation with Iran. China has greater economic linkages...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View JP Morgan jan.loeys@jpmorgan.com 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 0-year yields 1.85 2.00 2.10 2.25 2...
From: US GIO [us.gio@jpmorgan.com] 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.png; image002.png; image004.png; image...
From: US GIO [us.gio@jpmorgan.com] 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.png; image002.png; image004.png; imag...
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Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day I:_ What might US energy independence look like? Rising crude oil production in Texas and North Dakota has contributed to a reversal o...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View jan.loeys@jpmorgan.com 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 poorly executed Cyprus solution. The E...
To compare the United States’ performance and leadership to Mexico’s, Japan’s and China’s is particularly ill-timed. Trump might be stuck in a 1980s time warp on Japan. When his “The Art of the Deal” was published in 1987, Americans were envious of Japan’s brilliant leaders, who...
From: [email protected] To: [email protected]; Subject: ASW Travel Deals: London, NYC, Miami, Maui, Racing in Baja, Hiking Moab and More Sent: 7/27/2011 2:09:40 PM <http://cdn.jetsetter.com/static/templates/mktg/10px_trans.gif> <http://click.mail.jetsetter...