Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View LE Morgan [email protected] 09 November 2012 Interest rates Current Dec-12 Mar-13 Jun-13 Sep-13 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.63 2.00 2.00 2.00 2...
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Morgan Stanley | RESEARCH Executive Summary Will the Alts simplify their structure and convert to C-corporations from partnerships? What would this mean for valuations? We think the Tax Cuts and Jobs Act could accelerate cost-benefit analyses and decision- making by management...
Morgan Stanley | RESEARCH Upside Scenario Starting with the framework laid out above, we make several key adjustments in our upside scenario to illustrate where we think mul- tiples go and where the stocks can trade over the near term if the alts convert. Our upside scenario im...
Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] that outcome. But avoiding the worst case requires a short-term bargain plus a long-term compromise on a scale not seen in Washington since the Clinton- Congressional...
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...
on mo Mark Landler and David E. Germany, Japan, the United Sanger, “Trump Speaks with States and the United Kingdom Taiwan's Leader, an Affront 0 depreciate the US dollar in to China,” New York Times, relation to the Japanese yen December 2, 2016. and German Deutsche Mark by...
Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day Bottom line: China has a long history of economic, political and military co-operation with Iran. China has greater economic linkages...
Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 [email protected] Global Economic Outlook Summary Real GDP Real GDP % over a year ago % over previous period, saar 2011 2012 2013 2014 3Q12)— 4Q 12 1013 2013 3013 The Americas United Sta...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View JP Morgan [email protected] 28 March 2013 Interest rates Current Jun-13 Sep-13 Dec-13 Mar-14 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.85 2.00 2.10 2.25 2...
From: US GIO [[email protected]] Sent: 11/6/2012 10:24:50 PM To: Undisclosed recipients: Subject: J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead" Attachments: image001.png; image002.png; image004.png; image...
From: US GIO [[email protected]] Sent: 11/6/2012 10:24:50 PM To: Undisclosed recipients:; Subject: J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead" Attachments: image001.png; image002.png; image004.png; imag...
your request. J.P. Morgan’s Strategy, Technical, and Quantitative Research teams may screen companies not covered by J.P. Morgan. For important disclosures for these companies, please call 1-800-477-0406 or e-mail research. [email protected]. J.P. Morgan does and...
OGE Fonn 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 re iler's Name Donald J. Trump art 6: Other Assets and Income _ quired information. Page Number 24...
…tims and insisted, "They deserve a vote." Article 2 Foreign Policy The world is no longer America's problem Aaron David Miller HOUSE OVERSIGHT 028678 February 13, 2013 -- If you want to know what an American president's foreign policy is likely to be, particularly in a second ter...
…***** On Nov 4, 2016, at 6:15 PM, jeffrey E. <[email protected]> wrote: ----------Forwarded message---------- From: Miller, Michael Date: Fri, Nov 4, 2016 at 11:14 PM Subject: JE To: "jeffrey E." <[email protected]> Cc: "Weingarten, Reid" < Privileged - Redacted HOUSE OVE...