the risk of trade friction will likely be much greater
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we urge caution with the reflation trade. Short 10y US real
our favourite contrarian trade is long KRW vs JPY.
stop 6.75). The trade benefits from valuation
the risk to the trade is a further rise in 3m30y US
which reduces the downside risk for the trade
such terrorist schemes as the 1993 bombing of the World Trade Center
risk of more on trade tensions? Chart 26: RUB/ZAR choppy on oil and SA politics
“Study on the Impact of the Euro on Trade and Foreign Direct Investment
attendance and presentations with clients at trade shows
to shift trade policy. The latter two statutes
we expect oil to trade in a $45–65 range
the country got the final go ahead from the World Trade Organization.
18 Turkey may be attempting to reassert its influence in the Middle East by defying US pressure. But it remains a loyal member of Nato and continues to press for membership in the EU. In fact, notwithstanding Turkey's regional ambitions, it has proved to be ineffective in trying...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View [email protected] 28 March 2013 senior bank bond holders will lose money and this risk is, in our mind, not yet in the price (Rethinking the capital structure, R. Henriques et al., Mar 27). Foreign Exc...