…s between each side’s position. See page 7 for analyst certification and important disclosures. Global Asset Allocation Jan Loeys AC (1-212) 834-5874 jan[email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc...
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…out this paper as indicators of votes rather than as descriptors for the success or failure of presidential policies. 3 Jan-48 Jan-50 Jan-52 Jan-54 Jan-56 Jan-58 Jan-60 Jan-62 Jan-64 Jan-66 Jan-68 Jan-70 Jan-72 Jan-74 Jan-76 Jan-78 Jan-80 Jan-82 Jan-84 Jan-86 Jan-88 Jan-90 Jan-92...
…ll 8-Aug-16 Sell Dec16 SXDP 635 puts, buy 0.6x Dec16 SX7E 110 calls 7-Nov-16 Long 0.5x V2X Nov16 future, short 0.5x V2X Jan-17 future 11-Jul-16 Buy NIFTY Nov16 95/105 strangle outright 6-Sep-16 Buy H-shares w/ SZ-A & buy HSCEI Dec'16 put 22-Aug-16 Buy HK small-cap & buy HSCEI Dec...
…orm 278e (March 2014) U.S. Office of Government Ethics· 5 C.F.R. art 2634 Form A roved: 0MB No. (3209-0001) Annual 2018 Janua 20, 2017 Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's Information Last Name First Name MI Position Trump Donald J...
…l Claudio Piron FX Short GBP/USD Kamal Sharma Long USD/AUD Ian Gordon Long RUB/ZAR David Hauner 2s-5s-10s fly Shyam S.Rajan Fixed Income Short US 10y real rates Shyam S.Rajan Paying 5y GBP real rate swap Mark Capleton Buy 30y US IG Industrial spreads Hans Mikkelsen Credit Buy bas...
…give him a full third party accounting of where his money had gone??!! I kid you not). I dont think brad should talk to jane heller without a fully fleshed out plan in place and even then it should be you. Date: Wed, Nov 11, 2015 at 10:59 AM Subject: To: Richard Joslin < >, Joe A...
…it Chart 14: US Consumer Confidence now at post-GFC highs 120 100 80 60 40 20 Source: Bloomberg US Consumer Confidence… Jan-05 Jul-05 Jan-06 Jul-06 Jan-07 Jul-07 Jan-08 Jul-08 Jan-09 Jul-09 Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Jul-13 Jan-14 Jul-14 Jan-15 Jul-15 Jan-16...
…the case you are correct....see if you can 'get the book' on him From: J [mailto:[email protected]] Sent: Saturday, January 26, 2019 3:20 PM To: Weingarten, Reid Subject: Re: Re: go slow On Sat, Jan 26, 2019 at 9:18 PM Weingarten, Reid wrote: He wants me to hire him....thinki...
…m down....it was about 30 years ago, fleeting (and not that bad) From: J [mailto:[email protected]] Sent: Saturday, January 26, 2019 2:12 PM To: Weingarten, Reid Subject: Re: sorry but i cant get the image of a naked lily sanchez out of my head. On Sat, Jan 26, 2019 at 7:43 P...
…ject: Re: Re: https://www.youtube.com/watch?v=Dp6-Y6IHECo please watch with the eys that i have opened for you. On Sat, Jan 26, 2019 at 6:32 PM Weingarten, Reid < > wrote: Cal me if you get a chance.. From: J [mailto:[email protected]] Sent: Friday, January 25, 2019 7:23 PM T...
Date: Monday, January 6 2014 12:40 PM Subject: Re: Larry Summers From: Kelly Friendly • To: Jeffrey Epstein <[email protected]>; Hc can be reached at: or Kelly Friendly On Jan 6, 2014, at 7:37 AM, "Jeffrey Epstein" <[email protected]> wrote: send me andrews details. On Mo...
Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 jan[email protected] Local issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a con...
… for Expedia than Priceline. FX spot rates for both the Euro and the Pound have depreciated 1% vs. the US$ since end of Jan. Many key upcoming events for stocks in 2Q Top events in 2Q include Facebook’s F8 developer conference on April 18-19, Google’s Marketing Next keynote on 5/...
…ect for a housing recovery anytime soon. Figure 3 New Home Sales per 1,000 Adults (monthly, single-family homes, SAAR, Jan-60 to Mar-16) 20 20 5 3 Q S = = = 5 18 a ; fe} 3 18 fe) ow =) D =| 5 = = — 16 16 be 14 14 12 12 10 10 8 8 6 6 4 4 2 2 0) ) Jan-60 Jan-65 Jan-70 Jan-...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View jan[email protected] 09 November 2012 necessarily. Last summer, as equity markets rebounded in June and July, Cyclical sectors actually underperformed. The thin grey line in the top chart shows that Cyclic...