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...
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…rik had failed, for now, to bring down the government, he was keen to make political capital from the collapse of Camp David. He now declared his intention to pay a visit to the Temple Mount. The Mount - or as it was called in Arabic, Haram al-Sharif — was part of Israel. The uns...
strong control of the government and its high approval rating are steadily raising the chance of success. We stay overweight Japanese equities and grow wary of the short yen trade, as capital inflows and rising growth expectations (chart of right) are ultimately bullish for the c...
… and stabilize my coalition — but only if we could weather a no-confidence motion introduced by Arik Sharon after Camp David. We did weather it, barely. Arik needed a majority of the Knesset’s 120 seats to bring down the government. The vote ended in a 50-50 tie. The other 20 MKs...
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From: Sent: 2/17/2011 6:19:01 PM To: [email protected] Subject: Trump & Patricia Kluge Importance: High Trump in talks to buy socialite Kluge's Charlottesville vineyard and estate By Annie Gowen and Steve Yanda Washington Post Staff Writers Wednesday, February 16, 2011; 10:47...
…thout a global growth or fading-of-tail-risks force, we are left with a set of local issues and opportunities that are having a local impact, at the regional, asset class and company level, that should leave the rest of the world largely unmoved. In this environment, correlations...
From: Sent: 2/17/2011 6:19:01 PM To: [email protected] Subject: Trump & Patricia Kluge Importance: — High Trump in talks to buy socialite Kluge’s Charlottesville vineyard and estate By Annie Gowen and Steve Yanda Washington Post Staff Writers Wednesday, February 16, 201...