J.P Morgan The J.P. Morgan View Local forces are dominating e Asset allocation — Local risks and opportunities trump global forces in driving investment opportunities. Cross-market correlations to remain much lower than in recent years. e Economics — US activity data are comi...
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Brexit Statistics Data Retrieved: 23 rd June, 2016 Data Source: Twitter From: 12 AM CEST TO: 11 PM CEST Total No of Tweets: 302,1130 No of Tweets with Positive Sentiment: 157,075 No of Tweets with Negative Sentiment: 93,305 No of Tweets with Neutral Sentiment: 51,750 Brexit 1570...
Emerging market bonds Preference: neutral EMBI Global/CEMBI spread (24 Oct): 281bps / 334bps (last month: 292bps /363bps) UBS View EMBI Global/CEMBI spread target (6-month): 275bps/290bps ¢ Current spread levels of EM sovereign bonds are roughly in line with fundamentals. We th...
demand. Our US economics team expects the stimulus to boost growth in H2 CY17 and likely CY18. Japan should be a big winner from stronger US growth, given its high exposure to the US economy in terms of exports and corporate profits (Chart 22 and Chart 23). On the negative side,...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View [email protected] 28 March 2013 Equities 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 E...
The Special Counsel's office, nearly leak-proof since its inception more than a year ago, can appear to be operating in some parallel universe unmoved by the every-day political turmoil. But in the course of conversations I've had researching a new book on President Trump and th...
The Special Counsel's office, nearly leak-proof since its inception more than a year ago, can appear to be operating in some parallel universe unmoved by the every-day political turmoil. But in the course of conversations I've had researching a new book on President Trump and t...
…st five months after forming his second cabinet. Two months ago, large and angry demonstrations broke out in Baghdad, inspired by the Arab Spring, chanting against corruption, poor government services, and the prime minister. Among other things, he was accused of mismanagement of...
So we should say it coldly: We have, as of yet, no strategy. We have no shared picture of the world as it might be. You. Me. Our leaders. None of us. And the experience of other, fast-collapsed empires should way on us. “The struggle to survive,” the historian John Darwin has wri...
Key charts Chart 1: Synchronised rise in leading indicators globally augurs well for earnings recovery — especially if PMIs kick on to or above mid-50s 65 60 60 40 55 20 50 0 45 40 20 35 ; 40 —— (SM / Euro PMI manuf alg (advanced 9m) 30 =———=|\iSCI Europe EPS € (trailing yo...
At this juncture, the Indian rupee seems to be the only one in the region that is expected to display a much lower sensitivity to US rates, outperforming others within Asia. We expect the Monetary Authority of Singapore to keep the SGD NEER in the weaker side of the band for the...
Chart 86: Following last week’s GOP sweep, do you think regulatory relief is in the cards for the financial services industry? 70% 62% 60% 50% 40% 30% 20% 10% 0% Yes, and this should havea Yes, but change in regulatory No, | think there will be little meaningful impact to retu...
Investment Soeaian Management Important Information Division Investment Strategy Group. The Investment Strategy Group (ISG) is part of the Investment Management Division of Goldman Sachs. The Investment Strategy Group (ISG) is focused on asset allocation strategy formation and...
interest tax shield later in this report). Deleveraging balance sheets may also be spurred by a continued environmwnt of rising interest. Leverage for S&P non-Financials has steadily been ticking up over the last few years, and, if we exclude the cash-rich Technology sector, lev...
rightful=2 Oroad. You ask how? I tell you: the global financial crisis is a challenge we have faced and surpassed in its most difficult stages. We are insistent on developing the education and obtaining excellence in all our projects and our work, in addition to protecting our fa...