The Washington Institute Year of Decision: U.S. Policy toward Iran in 2013 James F. Jeffrey and Thomas Pickering February 12, 2013 -- On February 7, 2013, James F. Jeffrey and Thomas Pickering addressed a Policy Forum at The Washington Institute. Ambassador Jeffrey, a former a...
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Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end I have a feeling that revenue increase...
US auto sales in the wake of Fukushima Itlooks like pent-up demand for Japanese cars has MoM change in SAAR auto sales, millions of units caught up, SAAR million units 1.0 id 0.5 0.0 nn oS Ss oo BJapan -1.0 BUS+Other 4 Jan-11 Apr-11 Jul-11 Oct-11 Jan-12 4 2009 2010 2011 2012...
The outlook for macro policy and for the geopolitical environment remains uncertain Our fifth annual cycle of interviews took place between January and March 2017. In speaking with leading sovereign investors and central banks (with assets in excess of US$12 trillion) we ide...
Targeting a stable oil price As a matter of Saudi policy, we would expect a preference for oil market stability over volatility, in line with recent official pronouncements. Although volatility makes it more difficult for high cost unconventional producers to operate, volatility...
15 The contradictions and anomalies of U.S. foreign policy have also been on stark display in the Obama administration's differing responses to Qaddafi's and Assad's repression of their own people. Beating up Qaddafi proved doable and necessary to prevent what was viewed as pote...
Historic energy sector liberalization Partial privatization of energy sector assets could represent one of the cornerstones of the ambitious medium-term diversification strategy, and, if confirmed, serve as a highly visible and historic milestone. Such privatizations could ease...
Why Will Debt Level Continue to Rise? Public Debt Projected to Rise 2x Over Next 3 Decades Source: Congressional Budget Office Long-Term Budget Outlook (6/10), Alternative Fiscal Scenario (assuming a continuation of today’s underlying fiscal policy. This scenario deviates from...
…s of foreign policy are an essential case — when they go wrong, they hammer all of us. And we can see in the ripples of global power ideas that are of use in nearly any sphere. How, for instance, to fight a network. The struggle of JIEDDO is, in a sense, similar to something all...
…ese factors diminish the probability of recession in 2017, they also support the case for clients remaining invested in global equities at their strategic allocation. We believe US equity gains are likely to be modest but still more attractive than the comparable returns of inves...
…ting within our borders. We must appreciate how these levels work together and even unite with other forces such as the global Leftist movement that you, Jamie, have described so forcefully in United in Hate. FP: You write about how we like to talk of "Good Muslims" and how we ar...
…018, which should underpin equities for most of the year." CHRISTOPHER HY ZY CHIEF INVESTMENT OFFICER, BANK OF AMERICA GLOBAL WEALTH AND INVESTMENT MANAGEMENT Why this expansion can continue Business cycles typically last between five and seven years before fundamentals deteri...
…elf under the banner of Islam to seek the destruction of Western society as it is and to replace it with a Sharia based global Islamic Ummah. This is what the enemy says itself. The Control Factor tells us that this can not be, that Islam is a "peaceful" and "great" religion that...
…ting within our borders. We must appreciate how these levels work together and even unite with other forces such as the global Leftist movement that you, Jamie, have described so forcefully in United in Hate. HOUSE OVERSIGHT 025032 FP: You write about how we like to talk of "Good...
…on of the formidable challenge of sparking inflation expectations after two decades of falling prices. Equities e 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 Euro a...