Results for “Global Founders Capital”

… 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 cyclical companies that reported so far (AMD, APD, BHI, CAT, ETFC, GE, GOOG, I...

… reserves are in USD — this would go above 70% - would foreign CBs want to hold this much when the US economy is 25% of global GDP? Yields would need to increase o BAT could get hung up with WTO (3-4 years.) Under BAT, wages are deductible (imported goods taxed as a share of tota...

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 (or, where multiple research analysts...

… precipitated notable declines in US shale output (see Exhibit 94). Lower oil prices have also supported above- average global demand growth, helping to absorb excess inventories. Lastly, OPEC agreed to lower production in November 2016, while also securing a promise from its si...

…Revolution Prince El Hassan bin Talal Article 3. Stratfor Turkey's Inevitable Problems With Neighbors Article 4. Agence Global A Defiant Asad Sticks to His Guns Patrick Seale Article 5. Foreign Policy In Focus Egypt's Evolving Foreign Policy Richard Javad Heydarian Article 6. For...

…le is approaching its end. Nevertheless, MSCI Asia ex-Japan is likely to see further volatility in the near term due to global macro risk factors. @ Positive scenario MSCI Asia ex-Japan (6-month target): 610 ¢ More supportive monetary and fiscal policy, stable inflation, sustai...

…argeting triggering a steeper curve and volatility increase. Chart 72: Biggest tail-risk, percentage of respondents in Global Fund Manager Survey Oct-16 EU disintegration : a Sep-16 Republican wins White House Global FMS biggest “tail risk Aug-16 Republican wins White House (pa...

Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] 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...

…, as well, distinct pictures of their role. One power has enjoyed a long period of prosperity, has built and defended a global structure; the other, trod mercilessly underfoot by history, feels the unbearable flow of power’s rising sap, a hunger for recognition and release and fo...

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 poorly executed Cyprus solution. The E...

CHAPTER V Global Cannabis Regulation = Global Cannabis Legalization Momentum Cannabis legalization is gaining momentum around the world, offering global opportunities for can- nabis companies and related businesses. This momentum is driven primarily by the increasing recog- nit...

…search for purposes of distribution in the U.K. under the rules of the Financial Conduct Authority. BofA Merrill Lynch Global Research policies relating to conflicts of interest are described at http://go.bofa.com/coi. "BofA Merrill Lynch" includes Merrill Lynch, Pierce, Fenner...

… His subject for the morning is “hyper wealth.” His subject is always wealth—how capital should react to the given global political, economic, and cultural moment. The otherwise baronial dining room is disturbed by an ever-present white board, on which he scribbles calculati...

system. There are some early indicators of international economic recovery. Yet, I cannot predict that the global economic recovery will proceed without potential hurdles. I cannot also claim that repercussions of the economic financial meltdown are over yet. But what I can say i...

36 38 42 44 44 45 SECTION II: WINDS OF CHANGE 2017 Global Economic Outlook The winds of change should fill the sails of the ongoing global recovery in 2017. United States Eurozone United Kingdom Japan Emerging Markets 48 50 56 56 57 S& S59 60 64 74 SECTION II...