Chart 13: Real labor income and private consumption Chart 14: Workers’ saving rate at all-time high 270 330 22 265 - 320 20 260 310 18 255 - 300 16 250 290 14 245 280 12 wo ico} led foe} Lo2} Q x N oO s+ wo ico} Ss 8s 8S SSESSESESESES 10 NSN SH NN YN AS NSN NS NON 2oM ODO OAM Or...
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were underweight at the start of the year too and missed the lows. We recognized we were wrong and closed our underweight and while it took us a while but we eventually managed to go overweight in September. The lesson of that is that themes are great, but when the facts change s...
Government arrears to contractors could be significant We estimate the range of unpaid capex for 2015 to be SAR23bn-SAR100bn (US$6bn- USS$27bn or 1-4.3% of 2015 GDP). At the very minimum, unpaid capex could be around SAR23bn. This is the amount of additional loans taken out by c...
Restructure Medicare & Medicaid: Observations About America’s Healthcare System 1) High Expenses — however measured, the costs are high: a) total dollars; b) share of GDP relative to other countries; c) cost relative to ability to pay (government, business, or individual), and...
Refining the reflation rotation 2017 is likely to have a number of cross currents as themes. Recovery (we look a modest acceleration in both growth and inflation) and Rotation go hand in hand. On the basis of our central forecasts for growth, inflation and rates and given the mo...
costs. Hospitals would be under pressure to be more flexible on prices to avoid any pressure should lower-cost packages impact their volumes. Vision implies a long process To us, the government's vision implies a two stage process over a long time-frame: e Inthe short-term: imp...
New Leaf Funds NLV-I has capital commitments of $310 million, and the Fund Managers began investing in mid-2005. The fund completed its new investment period in early 2008 with a portfolio of 22 companies. NLV-I has fully realized 13 investments, and there are nine active invest...
Compared to 10 Years Ago, USA is Losing Competitiveness at the Margin vs. lts Peers e McKinsey conducted a study in 2010 that compares the USA with other countries on 20 attributes related to economic fundamentals, business climate, human capital and infrastructure. McKinsey co...
While Government Spending on Education Increased 60% Over Past 50 Years, At Margin, Government Spent More on Healthcare... USA Total Government Healthcare vs. Education Spending as % of GDP, 1960 — 2008 Spending as % of GDP ——Total Government (Federal + State + Local) Spendin...
Rotation trade — valuations have moved a long way While technical metrics suggest a pause is due in the reflation rotation, we have also seen a significant amount of ground covered from a valuation perspective in the market moves to date. The scatter chart below compares the PE...
company may experience significant adverse effects, which in turn could negatively affect the performance of the Fund. Moreover, the current regulatory framework may change or additional regulations may arise at any stage during the product development phase of a portfolio compan...
Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 jan.loeys@jpmorgan.com J.P Morgan Global Economic Outlook Summary Real GDP % over a year ago Real GDP % over previous period, saar Consumer prices % over a year ago 2011 2012 2013 1...
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...
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...