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"Jan Loeys"
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Corpus: 1990-03-17 – 2025-12-01
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EFTA01170770
Dataset 9
8p
5,884w
…Morgan Securities Ltd. Oct 28, 2011 he J.P. Morgan View Did markets overreact?
Jan Loeys
' • Economics — We raise US Q4 GDP from 1.0% to 2.5%, after having done the same to Q3 over the past month. • Portfolio strategy — Equities and credit may have overreacted to an EU John Normand Summit that was short on details, but we stay long risk assets as the EU is heading in the right direction, and we should get support from reduced…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01170770.pdf
EFTA01146946
Dataset 9
2012-08-03
8p
5,946w
…Morgan 03 August 2012 The J.P. Morgan View Stay in mid-risk assets • Asset Allocation — Investors flows and the environment of low growth, super Global Asset Allocation easy money and no fiscal blowups yet continue to support the strategy of mid-
Jan Loeys
AC risk assets, EM and corporate bonds and defensive stocks. (1-212)834-5874 jan.lcieysigrpmorgan.corn • Economics — Weak PM1s and demand indicators are pointing to a risk JPMorgan Chase Sank NA scenario of an extended…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146946.pdf
EFTA02702625
Dataset 11
2012-11-09
8p
5,904w
J.P. Morgan 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, Global Asset Allocation but from these levels, our economic and market outlook and risks arc
Jan Loeys
AC unchanged. Thcsc keep us medium-term overweight equities and credit, despite the likely volatility as the fiscal cliff is negotiated. Within equities, we stay underweight the US, and move most of…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02702625.pdf
EFTA01146788
Dataset 9
2012-08-31
8p
6,176w
…J.P. klagen. Bbonterg. See blia boxes See page 7 for analyst certification and important disclosures. page 2 fat descripticrt www.morganmarkets.com EFTA01146788
Jan Loeys
(1-212)834-5874 Global Asset Allocation The J.P. Morgan View J.P.Morgan lan.ioeysgipmorgan.com 31 August 2012 • Overall, we do not count on any of his actions to directly lift growth, and see 2012 global GDP growth forecasts: JPMorgan and Consensus it more as a boost to asset prices. Hence…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146788.pdf
EFTA01146380
Dataset 9
2012-10-12
8p
6,029w
…tentative signs of capital returning to the periphery. More details in... These include a fall in Spain's Target 2 balance and bond managers' shift to Global Data Watch. Bruce Kasman and David Hensley ovenveight peripheral bonds, for the first time since 2010, as reported in our Global Markets Outlook and Strategy.
Jan Loeys
. Bruce European Duration Survey. But for the near term, we are wary of a Spanish Kasman. et al. downgrade from Moody's, to below investment-grade…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146380.pdf
EFTA01175987
Dataset 9
8p
5,905w
…prices. But with Global Data Watch, Bruce Kasman and David Hensley much higher commodity prices and easier funding, producers are investing and capacity is increasing. The hog cycle is not dead. Global Markers Outlook and Strategy.
Jan Loeys
. Bruce Kasman, et al. • Why do Japanese investors keep buying their own public sector debt, which US Fixed Income Mathes, Terry Belton and Srini is racing to 250% of GDP by 2015, twice the level that got Greece in trou- Ramaswamy ble…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01175987.pdf
EFTA01176400
Dataset 9
8p
5,881w
…standards, the spat between Merkel and Hollande is genteel. Global Data Watch. Bruce Kasman and David Hensley Maybe this debate is simply evidence that the Euro Area is growing into a political unit, exactly what is needed to make EMU work. Global Markets Outlook and Strategy.
Jan Loeys
. Bruce Kasman. et al. Fixed income US Fixed Income Markets. Terry Belton and Srini • Bonds edged a little higher, with German and Australian benchmarks record- Ramaswamy ing new all-time yield lows…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176400.pdf
EFTA01176677
Dataset 9
2012-05-04
8p
5,874w
…The J.P. Morgan View Signal versus noise Jan LoeysAc • Asset Allocation — Near-term momentum is negative for risk markets, but we (1-212) 834-5874 find the signal from medium-term drivers more reliable and thus stay with our
jan.loeys
@jornorgansom long risk assets for coming months. John Normand • Economics —Fall in Global All-Industry PMI eliminates upside risks on (44-20) 7325-5222 growth, but is consistent with 2.2% global growth projection we have for Q2. …
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176677.pdf
EFTA01176904
Dataset 9
8p
5,973w
…Greek government running out of cash would instead write IOUs, which would soon end up as a new currency running alongside More details in ... old EMU bills. Global Data Watch. Bruce Kasman and David Hensley What impact? Our economists judge that Greek exit would push Euro GDP Global Markets Outlook and Strategy.
Jan Loeys
. Bruce down a further 2%. Market consensus is converging on 50/50 odds of exit, but Kasman. et al. we do not sense full capitulation yet…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176904.pdf
EFTA01981558
Dataset 10
2014-07-11
8p
6,835w
… • Asset allocation — We investigate the risk scenario that global growth Global Asset Allocation stays with a 2% handle, instead of the rebound to 3% plus we project.
Jan Loeys
AC Impact would make us favor income over growth assets and for the moment keep us OW EM. • Economics — Further cuts in Q2 Euro area and Japan bring global growth JPMergan Chase Bank NA to 1.9%, after already dismal 1.4% in Ql. John Normand • Fixed Income — Despite weaker near…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981558.pdf
EFTA02683120
Dataset 11
2010-07-30
3p
591w
Subject:
The J.P. Morgan View Near-term uncertainties fading. Add risk via carry.
From:
Justin X Gratz
To:
Undisclosed recipients:
…emaildate=> Headline: The J.P. Morgan View: Near-term uncertainties fading. Add risk via carry. <https://mm.jpmorgan.com/servlet/RedirectServiet?usageTracking=document&key_type=D&val= E MAILALERT&url=http s://mm.jpmorgan.com/servlet/UserDocsHelperServlet?action=openpdf%26docId=GPS-450882-0> I EFTA_R1_01999147 EFTA02683120 Author(s):
Jan Loeys
<https://mm.jpmorgan.com/servlet/RedirectSerylet?usageTracking=analystPage&key_type=E&val=EMARALERT&url=htt ps://mm.jpmorgan.com/servlet/PortalFW?pageName=analyst_page%26cen=U090679> , John Normand chttps://mm.jpmorgan.com/servlet/RedirectServlet?usageTracking=analystPage&key_type=E&val=EMAILALERT&url=htt…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02683120.pdf
EFTA01146217
Dataset 9
2012-10-26
8p
6,030w
…capital • Asset allocation — Value dictates that long-term investors start switching from Global Asset Allocation credit to equities, but low growth, fiscal uncertainties, still attractive credit
Jan Loeys
AC spreads, and little sign of worsening credit fundamentals keep us overweight (1-212) 834-5874 both equity and credit vs government debt, especially in higher-yield. • Economics - Bottom in global growth is now 3-quarters wide. Rebound in Q1 JPMorgan Mass Bank NA requires lifting of fiscal risks in the US…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146217.pdf
EFTA01181150
Dataset 9
2012-09-07
8p
5,854w
…have a much more persistent impact on yields than its Global Data Watch, Bruce Kasman and David Hensley predecessor, the SMP. There remains considerable uncertainty as to when Global Markets Outlook and Strategy,
Jan Loeys
, Bruce bond buying will begin, not least because the ECB's request for the IMF to be Kasman, et al. involved in setting the related conditionality will likely make Spain all the US Fixed Income Markets, Terry Belton and Srini more reluctant to sign up…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181150.pdf
EFTA01178963
Dataset 9
2012-07-13
3p
672w
Subject:
JPM View 07.13.2012
From:
US GIO <
To:
Undisclosed recipients:;
…EFTA01178963 Global Asset Allocation J.P. Morgan 13 July 2012 The J.P. Morgan View EM policy cavalry is saddling up • Asset Allocation — Position now for EM monetary easing through EM local Global Asset Allocation bonds. and wait with al FX and equity longs until EM data and growth
Jan Loeys
expectations have bottomed. • Economics — Q2. at 1.7%, is ending up as the weakest quarter in the recovery. ,WMagan Chase Bain NA so far. We project a rebound for…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01178963.pdf
EFTA01178648
Dataset 9
2012-06-29
8p
5,896w
…high-yield, and EM corporates and sovereigns in USD. We like to add risk through outright More details in ... longs in euro bank bonds, as their acquisition of the ECB as top regulator — Global Data Watch. Bruce Kasman and David Hensley one that also prints money — as well as the possibility that the ESM will be Global Markets Outlook and Strategy.
Jan Loeys
. Bruce able to provide equity capital, are huge supports, in our view, even as neither Kasman. el…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01178648.pdf
EFTA01171349
Dataset 9
8p
5,883w
…is turning and will move central banks increasingly towards easing. All eyes are here on China where we believe the 12-month inflation rate will be coming down fast and is inducing a move towards More details in ... monetary easing. Global Data Watch, Bruce Kasrnan and David Hensley Fixed income Global Markets Outlook and Strategy.
Jan Loeys
. Bruce • Greek politics repriced the yield curve lower, but the aborted referendum was Kasman, el al. just the most striking of a gamut…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01171349.pdf
EFTA01172124
Dataset 9
8p
6,006w
…J.P. Morgan Securities Ltd. Dec 16, 2011 he J.P. Morgan View Returns and risks for 2012
Jan Loeys
' • Economics —World growth slows to 2% next year, down from 2.6%. But growth should rise back to trend in H2. Inflation falls from 3.6% to 2.2%. World portfolio — A difficult Q1 should be followed by better returns on John Normand riskier asset classes as growth rebounds and major risks become less acute. Fixed Income — Coupon-like government…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01172124.pdf
EFTA01170207
Dataset 9
8p
5,847w
…the risk of increased ECB buying. More details in ... Global Data Watch. Bruce Kasman and David Hensley • EM local bonds have this month retraced half the September sell-off. After four weeks of significant outflows, EM bond mutual fund flows were about flat Global Markets Outlook and Strategy.
Jan Loeys
. Bruce this week. We take profit on underweights in EMEA, moving from overall Kasman. et al. short duration in EM local bonds to flat. Our new EM Cross Product Strategy…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01170207.pdf
EFTA01149274
Dataset 9
8p
5,905w
…Morgan Securities Ltd. Sep 9, 2011 he J.P. Morgan View The endgame on EMU is approaching
Jan Loeys
' • Economics — Lower Japan growth drives global growth projections down to 2.5% for this year and next. EMU endgame is approaching as conditions are now so bad that core Europe is making proposals to tighten fiscal integration. John Normand • Portfolio strategy — Stay defensive and underweight equities. • Fixed Income — We go long duration in the Euro area, on peripheral turmoil and a…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01149274.pdf
EFTA01176770
Dataset 9
8p
5,876w
…the Global Data Watch, Bruce Kasman and David Hensley Troika, and a Greek exit from EMU, is anything close to 50%, then intra-EMU spreads would have significantly further to widen. Europe is surely unpre- Global Markets Outlook and Strategy.
Jan Loeys
. Bruce pared for the scale of the consequent hedging flows from investors, Kasman. et al. corporates and depositors seeking protection against potential currency risk US Fixed Income Markets. Terry Belton and Srini between EMU members, in our view. …
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176770.pdf
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