From: Lvje Sent: 6/7/2014 5:00:22 PM To: [email protected] Subject: Fwd: Photos Attachments: photo_1JPG; photo_2.JPG; photo_3.JPG; photo_4.JPG Importance: — High ---- Original Message----- From: | vje ia To: jeevacation <[email protected]> Sent: Sat, Jun 7, 2014 12:4...
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From: jeffrey E. [[email protected]] Sent: 6/24/2018 1:59:24 PM To: Thorbjgn Jagland Subject: Re: churkin was great. he understood trump after our conversations. something _ its that simple. On Sun, Jun 24, 2018 at 3:28 PM, Thorbjon Jagland it. wrote: I’ll meet Lavrovs a...
Politics — populism in the Eurozone? Few predicted that the UK would vote to leave the EU and Donald Trump would win the US presidential election in 2016, least of all pollsters (and many in markets). As Michael Hartnett argues, the rise of populism can be linked to what he refe...
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...
Chart 18: European intra-sector realised correlation is near a 10-year Table 3: Personal & household goods, utilities, real-estate, autos and low, which suggests that we are currently in a stock pickers insurance are the top 5 sectors with the lowest 10-yr percentile of intra- en...
From: Steve Bannon Po Sent: 6/10/2018 12:35:20 PM To: jeffrey E. [[email protected]] Subject: Re: Trump promises to host Italian prime minister Giuseppe Conte at White House to honor him Importance: — High Putin in vienna --your guy setting up and hosting Sent via BlackBer...
Volatility in Numbers (16-Jun-17) Table 11: Statistics on implied, realised, skew and term structure for 3-month and 12-month vols (developed markets) 3-month {2-month S&P500 ESTX50 FTSE DAX NKY HSI KOSPI S&P500 ESTX50 FTSE DAX NKY HSI KOSPI Implied 9.8% 13.4% 10.0% 12.6% 13.8...
From: Michael Wolff Sent: 6/8/2017 8:52:26 PM To: jeffrey E. [[email protected]] Subject: Re: some questions... Importance: — High A bit tone deaf, but a reasonable basis for creating a brief. If there's any issues you'd like me to clarify with him or explore, lemme know....
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...
From: jeffrey E. [[email protected]] Sent: 6/1/2017 12:12:39 PM To: Joi Ito Subject: Re: Importance: High did you talk to reid about the donor advised fund? On Thu, Jun 1, 2017 at 8:12 AM, Joi Ito ‹> wrote: :-) > On Jun 1, 2017, at 6:00 AM, jeffrey E. <[email protected]>...
From: Richard Kahn Sent: 6/15/2018 1:47:13 PM To: jeffrey E. [[email protected]] Subject: Re: Trump advisors reportedly seeking a pardon for ‘junk bond king’ Milken Importance: — High i requested last week not yet received i will call again now.. Richard Kahn HBRK Associ...
Exhibit 24: US Real GDP During the Longest Post-WWII Recoveries post-WWII period. Beginning of Recovery = 100 60 Mar-61 Dec-82 50 Mar-31 Aug-61-Nov-66 Current (Jun-09) Did NOT Trigger 40 Recession 30 Mar-83-Aug-84 Did NOT Trigger Recession 20 00 Feb-94—Apr-95 Did NOT Trigger...
Volatility in Numbers (02-Jun-17) Table 8: Statistics on implied, realised, skew and term structure for 3-month and 12-month vols (developed markets) 3-month {2-month S&P500 ESTX50 FTSE DAX NKY HSI KOSPI S&P500 ESTX50 FTSE DAX NKY HSI KOSPI Implied 9.5% 13.0% 10.6% 12.2% 14.2%...
Chart 15: Buying an XLF 1m ATM call financed by selling a QQQ 1m call is Last week, we highlighted that investors who want to rotate out tel attractive way for investors to rotate out of Growth and into of Growth strategies into Value strategies should take advantage of elevated...