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...
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From: Ens, Amanda Sent: 11/17/2016 6:05:47 PM To: jeffrey E. [[email protected]]; Richard Kahn [nn | Subject: Financials: buy XLF Mar17 $22 call with $26 KO for $0.87 with full premium rebate on KO Attachments: image001.png; Future of Financials Conference Takeaways.pdf Imp...
With Chinese President Xi calling for a heightened effort to reduce systemic financial risk, regulators have started to tackle the bloated shadow banking system. Since taking office in February, Guo Shuqing, China's top banking regulator—with the nickname “Whirlwind Guo” for his...
Europe. The average global growth pace of the past 3 months has fallen to only 1.8%, barely more than half of trend. The expectation remains that Q1 should come in at 2.4% as both Japan and the Euro area exit recession. ° While staying overall long risk markets, both credit and...
further rate cuts and lowered the deposit rate to -0.40%. Second, it increased the size of its asset purchase program from €60 billion to €80 billion per month, effectively buying more Eurozone bonds each year than are actually issued (see Exhibit 90). Finally, it continued to li...
FEDERAL BUREAU OF INVESTIGATION FOI/PA DELETED PAGE INFORMATION SHEET Civil Actionff 17-cv-03956 Total Deleted Page(s) = 258 Page 3 - 1,3 - 1; b6 - 1, -2, -3, -4; b7C - 1, -2, -3, -4; Page 4 - b6 - 2; b7C - 2; Page 5 - 66 - 1, -2, -4, -5; 67C - 1, -2, -4,...
OGE Form 278e (March 2014) Instructions for Part 6 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. Page Number Donald J. Trump 39 of 51 Part 6: Other Assets and Income pt Value Inc...
From: Ens, Amanda [i Sent: 11/15/2016 2:44:06 PM To: jeffrey E. [[email protected]]; Richard Kahn [inn Subject: SPX put contingent on higher rates Attachments: image001.jpg; image002.jpg; image003.jpg; image005.png Importance: — High Navigating post-Trump volatility ° We...
From: Ens, Amanda Sent: 11/15/2016 2:44:06 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: SPX put contingent on higher rates Attachments: image001.jpg; image002.jpg; image003.jpg; image005.png Importance: High Navigating post-Trump volatility • We are recording...
Exhibit 83: Ratio of Municipal Bond Yields to Treasury Yields Current municipal bond yields offer a larger valuation buffer to absorb risks than in the past. Ratio (%) 100 mCurrent mAverage Since 2000 Average Since 1987 95 93 5-Year Ratio 10-Year Ratio Data as of December 3...
2016 Future of Financials Conference Management and client bullishness implies further upside Price Objective Change Equity | 17 November 2016 Corrected Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Conference tone bull...
Liquid Insight Trump’s effect on MXN 22 September 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • We provide an empirical analysis of Donald Trump's potential effects on the Mexican peso • Our analysi...
Chart 3: EM debt and equity have been hit Chart 4: While Banks versus Staples has gone ballistic 950 r 40 0.43 ——MSCI EM _ 900 SSW eG TRS EN LSI SEE ERG ; , ———S&P 500 Banks relative to Food & Bev 0.39 (RHS) 850 0.37 0.35 800 0.33 750 0.31 700 0.29 0.27 650 0.25 Oo Oo Wo Oo Oo Ob...
OGE Form 278 (March 2014) Instructions for Part 6 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. Filers Name Donald J. Trump : art 6: Other Assets and Income fF PPeserpton YI [V...
Chart 80: Stocks mostly trade above ex-pipeline value Pipelines are free for most stocks 20% 15% 5% -5% -15% -14% 16% — -16% 25% Boe -35% mPremium/(Discount) to ex pipeline DCF Source: BofA Merrill Lynch Global Research Overweight Utilities Chart 81: Growth from new p...