Unsteady Undertow As market observers attempt to explain the recent drop in US equities, the risks of geopolitical factors have garnered considerable attention. Potential US retaliation over the recent disappearance of a Saudi journalist has only added fuel to the fire of worrie...
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Unsteady Undertow As market observers attempt to explain the recent drop in US equities, the risks of geopolitical factors have garnered considerable attention. Potential US retaliation over the recent disappearance of a Saudi journalist has only added fuel to the fire of worrie...
The Trump administration’s friendly and intensive contacts with the Orban government represent a radical departure: It watches idly as Orban dismantles his nation’s democratic institutions. For instance, the pro- government weekly Figyelo recently issued an enemies list of about...
From: Steve Bannon Sent: 3/11/2018 7:47:49 PM To: jeffrey E. [[email protected]] Subject: Re: Filed: German Media Confess to Underestimating Steve Bannon; He Is 'As Dangerous as Ever' Importance: High Pretty powerful On Mar 11, 2018, at 8:42 PM, jeffrey E. <jeevacation@gmail....
Barty argued in The Trump Inflection, Le Pen’s victory has the potential to be even more of an earthquake for the world’s financial markets. Indeed, we have already seen a 1vol move in April 2017 V2X futures since last month. So our central case is French political risk caps mar...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View [email protected] 09 November 2012 necessarily. Last summer, as equity markets rebounded in June and July, Cyclical sectors actually underperformed. The thin grey line in the top chart shows that Cyclic...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] European Equity Strategy 2017 year ahead - Refining the reflation rotation Key takeaways ¢ 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to turn +ve but pol...
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 What the EU gave: an easing of lending...
European volatility: Sector snapshot Table 5: Volatility measures and indicative option prices for major European sector indices (data as of 16-Jun-17) Bearish — <<<< ---------------------eecnnnenccnnencecnennncnnnnes >>>> Bullish 3Mth ATMf implied 3Mth 90%-110% risk Equity vol...
From: Sean Bannon Sent: 3/11/2018 8:08:31 PM To: jeffrey E. [[email protected]] CC: Steve Bannon Subject: Re: Filed: German Media Confess to Underestimating Steve Bannon; He Is 'As Dangerous as Ever' Importance: High Roger that. Thanks for having us today. Sent from my iPhone...
From: Sent: To: Subject: Steve Bannon 3/11/2018 8:07:21 PM jeffrey E. [[email protected]] Re: Filed: German Media Confess to Underestimating Steve Bannon; He Is 'As Dangerous as Ever' Importance: High Don't worry All good On Mar 11, 2018, at 9:05 PM, jeffrey E. <jeevacation@g...
From: Alain Forget as Sent: 11/18/2016 11:18:14 AM To: jeffrey E. [[email protected]] Subject: Re: interesting Importance: — High no, interesting to figure out where it is heading....the funny side it was at the vatican On Nov 18, 2016, at 12:14 PM, jeffrey E. <jeevacation...
below $40. In other words, the outcome is highly binary in the short term for crude and related equities. We flag to investors that we would consider reducing our weighting in the event of no deal. Assuming OPEC does cut production and oil prices recover up to the high $50s per...
From: Sent: To: Subject: Importa Steve Bannon [is 7/22/2018 11:58:18 PM jeffrey E. [[email protected]] Re: Fw: nce: High Abandon Hope, All Ye Who Enter Sent via BlackBerry by AT&T From: "jeffrey E." <[email protected]> Date: Mon, 23 Jul 2018 01:51:58 +0200 To: S...
High yield corporate bonds Preference: overweight Spread USD HY (24 Oct): 540bps (last month: 573bps) UBS View USD HY spread target (6-month): 475bps ¢ We reiterate our spread target of 475bps based on still robust corporate fundamentals, a favorable technical backdrop and the...