From: jeffrey E. [[email protected]] Sent: 11/14/2016 3:34:18 PM To: Thomas Jr., Landon Subject: Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HRC to w...
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The other tendency is an immense secularization of the West. And I know we've talked about secularization for a long time, but if you look at younger people, especially millennials under 30, the overwhelming drive of popular culture is to absolutely secularize this rising iterati...
attractive valuations of EU banks vs. US peers (EU banks on 12.0x 2017E P/E vs. US Banks on ~14x and some EU banks still on a large discount vs 10-year historical median P/B valuations). What the EU banks bears are saying: EU macro declining, US lead re-flation trade cooling (t...
Is Read: No Is Invitation: No GUID: C16ED234-7923-4537-986C-76C748C7FCOD Message: Come to Vienna . Europe is waiting for you. Brazil and Latin America brilliant move sender: Time: 03/21/19 01:34:34 PM (574893274) Flags: 1126401 Is Read: Yes Is Invitation: No GUID: 9856F5FD...
From: Jeffrey Epstein [[email protected]] Sent: 7/12/2009 11:37:00 AM To: Sultan Bin Sulayer) [| Subject: Re: World economy growth interesting reading mandelson is in london On Sat, Jul 11, 2009 at 9:15 PM, Sultan Bin Sulayem <Q wrote: * 11 Places With a Worse Economy Tha...
BREAKING DOWN DEMOCRACY: Goals, Strategies, and Methods of Modern Authoritarians up’ the agreement between British prime minister Neville Chamberlain and Adolf Hitler that resulted in Germany's seizure of parts and eventually all of Czecho- slovakia. This clearly falsified the h...
I am launching www.omithreads.com in the next week or so and the first of my three designs are being printed as we speak. I have big aspirations for the company, but am just trying to get the first collection to customers and learn as much as I can. Your book has been incredibly...
(FX-neutral). The STR data reflects a continued gradual deceleration in US RevPAR growth and a more recovery in European RevPAR growth as the region laps terrorist attacks and geopolitical uncertainty. Table 13: US and European RevPAR Y/Y Change Mar- us Jan-16 Feb-16 Mar-16 Ap...
Emerging market bonds Preference: neutral EMBI Global/CEMBI spread (24 Oct): 281bps / 334bps (last month: 292bps /363bps) UBS View EMBI Global/CEMBI spread target (6-month): 275bps/290bps ¢ Current spread levels of EM sovereign bonds are roughly in line with fundamentals. We th...
positive economic surprises in Europe followed by monetary
You are invited to participate in an exclusive conference call Post-election insights: The road ahead Thursday, November 8, 2012 at 4:00 p.m. Eastern Time Hosted by John Duffy, Chief Executive Officer, J.P. Morgan U.S. Private Bank Featuring Peter Scher, Head of Corporate Res...
Subject: Re: im off to europe , tomorrow. Privileged - Redacted i i Nee ee ool Sent from my BlackBerry 10 smartphone. From: J Sent: Monday, January 21, 2019 4:14 PM To: Weingarten, Reid Subject: please note The information contained in this communication is confidential,...
- London meeting - please let us know dates when you might be coming through Europe. - NY meeting - we will update when we know more about plans to come to New York as we could also aim to meet there. Let's keep in touch and see where we get. Best Ben On 22 October 2010 20:08,...
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 ________________________________ The J.P. Morgan...
From: jeffrey E. [[email protected]] Sent: 10/9/2016 6:16:35 AM To: Gianni Serazzi_______________________________ Subject: Re: Since you are super well connected... lets see how he hnadles the debate tonight. he sholud apologize to hillary and ask her to do the same. On Sun,...