Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 14 November 2016 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” this autumn on the BoJ's limit and US elections, it has been our view that the USD/JPY’s dips...
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Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...
Global Asset Allocation 09 November 2012 The J.P. Morgan View Do US elections change anything? � Asset allocation –– The equity market has priced out the Romney win scenario, but from these levels, our economic and market outlook and risks are unchanged. These keep us medium-ter...
174 was activated to pressure the government to change position. Singapore’s experience in 2016-17 holds lessons for other ASEAN member states. On the surface, China claims that it does not interfere in the internal affairs of other states. At the same time, it is led by a Leni...
…and, really, Judeo-Christian belief. I see that every day. I'm a very practical, pragmatic capitalist. I was trained at Goldman Sachs, I went to Harvard Business School, I was as hard-nosed a capitalist as you get. I specialized in media, in investing in media companies, and it's...
…stian belief. HOUSE OVERSIGHT 029065 I see that every day. I'm a very practical, pragmatic capitalist. I was trained at Goldman Sachs, I went to Harvard Business School, I was as hard-nosed a capitalist as you get. I specialized in media, in investing in media companies, and it's...
Sharmin Mossavar-Rahmani Chief Investment Officer Investment Strategy Group Goldman Sachs Brett Nelson Head of Tactical Asset Allocation Investment Strategy Group Goldman Sachs Additional Contributors from the Investment Strategy Group: Matthew Weir Managing Director Maziar...
Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ known to, professionals in other Morgan Stanley business areas, including investment banking personnel. Morgan Stanley Research personnel may participate in company events such as site visits and are generally prohibited from a...
Disclosures Important Discl osures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from invest...
UMB Financial Corp, Wells Fargo, Zions. BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from inv...
…RUTH E LEVY GERALD H ROSS ERIC & GRABLER PETER & ENGLER FRANCESCA L SETON ADELE ROSEN MARTIN & LEWIN STANLEY & MARJORIE GOLDMAN DANIEL & SARA GESLIEN G ERIC & CASH RICHARD L SHAPIRO HERBERT L & GREENBLATT ALLAN SPINAK GEORGE & MARIA ADLER EDWARD A K & HERMANSON LYDIA SUSSER ARTHU...
Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...
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...
…e a China. Source: Bloomberg, 114. Karen Reichgott, “Fiscal Policy: Datastream! A adest Boost to Globa Growth in 2017," Goldman . Federal Reserve Board Chair Sachs Global Investment Janet Yellen, exchange with Research, December 8, 2016. ABC News reporter Rebecca pa 5. Sources:...
Hong Kong Branch; in Singapore by Morgan Stanley Asia (Singapore) Pte. (Registration number 199206298Z) and/or Morgan Stanley Asia (Singapore) Securities Pte