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"John Normand"
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Corpus: 1990-03-17 – 2025-12-01
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EFTA01181149
Dataset 9
2012-09-07
1p
629w
Subject:
JPM View 09.07.2012
From:
US olo caMila
To:
Undisclosed recipients:;
…and government debt Gwen the overnight annomicement (1.2joe c21 634-5871 of Climes. uthastrucntre sperrnot even if not all new. we cover our jan 4mixsix, undenvright in Chinese equines and in industrial metals and reverse the short in JP axor Chataiara commodity FX
John Normand
Economics — Wald youth is in a honor:wig prccess, but at well below potential with a rem to tread only projected by the middle of next year. Pokey easing is restarting in the US…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181149.pdf
EFTA01147088
Dataset 9
2012-07-30
2p
601w
Subject:
Global Conference Call: Scenarios on US Fiscal Cliff & Asset Strategies : Tues, 8/7, 9amET
From:
US GIO <
[email protected]
>
To:
Undisclosed recipients:;
…Katherine C Khor, Michael Feroli, Srini Ramaswamy,
John Normand
, Colin R Fenton Abstract: • Investors appear paralyzed by the pending US fiscal cliff, understandable given both (i) enormous stakes (up to 5% of GDP or more) and (ii) uncertainty around timing of visibility. Our previous stance has been that the fiscal cliff is not relevant until late 2012/early 2013. but as we move through the second half of 2012, it matters. • Please join us for a conference call to discuss…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01147088.pdf
EFTA01148564
Dataset 9
2010-02-19
10p
8,351w
…and all notes contain a letter in the serial U France, S Italy and M Portugal. The letter J has been allocated to the UK to account for the trivial odds that Britain ever joins the euro. 2 EFTA01148565 Global FX Strategy Answers to 10 common questions on EMU breakup J.P.Morgan December 7.2011
John Normand
Arindam San:Jaya J.P. Morgan Securities Ud.. JPMorgan Chase Bank NA While the nature of the costs from EMU exit vary …
https://www.justice.gov/epstein/files/DataSet%209/EFTA01148564.pdf
EFTA01181709
Dataset 9
2p
665w
Subject:
JPM View 10.05.2012
From:
US CIO <
To:
Undisclosed recipients:;
…Global FMK. and in particular order-to-inventory ranos.
John Normand
:,420i71)4 -IS IC are the first mural that growth rebound is coming. even as QI4 will likely remain well below potential ■ ekteaan S'Ic k • Fixed Income — Hold spread compression trades and longs in UK SitkOlaOS PanigirttOglOu breakevens [44.2f),7t34:79I, wrap .-tke`hCIT440.4a COm • Equities — Re-enter overweight in Cyclical sectors ■ 4.4atean SecInts • ('edit — Shot-dated corporates around the investnient. grade boundary…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181709.pdf
EFTA01171763
Dataset 9
8p
5,793w
…raised to 3%, even as Q3 was probably only 2%. We reduce UK 2012 growth from 0.8% to 0.5%, with a mini-recession in HI.
John Normand
• Portfolio strategy — Near -term volatility as EMU plays poker. • Fixed Income — Economic momentum favours UK gilts overJGBs. Nikolaos Panigirtzoglou • Equities — Continue to focus on country trades favouring Germany and BRICs. • Credit — Senior French bank bonds vs. OATS look attractive in very good, Seamus Mac Gorain and very bad, states of the…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01171763.pdf
EFTA01146786
Dataset 9
2012-08-31
2p
673w
Subject:
JPM View 08.31.2012
From:
US GIO <us.giogpmorgan.com>
To:
Undisclosed recipients:;
…more supportive central bank. (1.212)934.5374 ▪ Economics — Upside risks on US. due to better consumption. are offset by rPareegas Chant Sant PA downside risks on China and Japan to keep our global growth forecasts and risk balance unchanged
John Normand
iss.20,713cuto0 ▪ Fixed Income — Portugal 2-yr yields include some 3% in EMU exit premium. pan rontarclatgenorgan con making a clear case for new ECB SMP buying. J P Morgan Socuroos PK Pergola°, Panigirtzoglou - Equities…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146786.pdf
EFTA01179333
Dataset 9
2012-07-27
2p
670w
Subject:
JPM View 07.27.2012
From:
US GIO
To:
Undisclosed recipients:;
…but show so far little ups yet of the expected hfi in HI • Fixed Income — Any ECB bond buying likely a temporary respite. JiNkroon Ono en Ma
John Normand
• Equities — Still widespread skepticism and negativity suggest short covering has further to go in equines. Europe benefits the most from this short coveting. JP Akron Seamen* • Credit — Taxable US mucus offer spread pick-up amid the dash-from-cad, Nrkolsos Pan ittrogkiti • Foreign exchange— Moderate USD strength in Q3. • Commodities — The…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01179333.pdf
EFTA01181901
Dataset 9
2012-10-19
0p
644w
Subject:
WPM View 10.19.2012
From:
US GIO
To:
Undisclosed recipients:;
…and !Mayan Chase aria NA overweight USTs vs_ Europe. while staying short the dollar.
John Normand
• Eninsamies — US 2013 growth is lowered by 01% to 1.7% as we raise 2013 fiscal drag to -2% JP Mins Starers ph • Find latoesis —Look fee the rally in Euro area preipberals too:canoe. Nikoloos Pan istroglou • Equities —UW US equities within a global portfolio into 2013 Jp Popo .Aesecies pr • Credit — We lower our YE US HO speed target to 135bp, down…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181901.pdf
EFTA01176769
Dataset 9
1p
686w
Subject:
JPM View 05.11.2012
From:
US 61O cbs.gioapmorgan.com>
To:
Undisclosed recipients:;
…m our asset allocation pcetfoho. jam loroysallanagan can • Economics — Weaker data for Apnl delay the expected bounce back in the
John Normand
Clime* eronamy Global growth (Meath unchanged fromJanuary. (44.20) 7325.5122 pin normandera San can • Fixed Income — We add to Euro area hedges Melees PanIghtzoglou • Equines— Stay long US vs Euro area equities (4420) 77774246 fulic.bos panartrogkoufilprnagan can • Credit — We continue to fawn US credit and hold NECOEM markets in EN • For riga ear aaaaa — Add to…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176769.pdf
EFTA01176399
Dataset 9
2012-04-27
1p
594w
Subject:
IPM View 04.27.2012
From:
US GIO
To:
Undisclosed recipients:;
…Plana, :karst, Lb Ap n bO2 The J.P. Morgan View The paradox of austerity Jan Lome' • Awl Allocation Ilte shallmoseis niche tonnetion in risk ions and the lack of awns:Iwo! reason to ts o %boo will blrlv pan U355551015 Oat in creating footles tipsolc met cmato swaths
John Normand
• Comicmalos — Dna sue melon"! a mild decelerators of plots's' moth m 9: OVIS ex e', anyaeottes Salad onautaytion dna arc taw? us dos stood:on :boldIv temporal, and…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176399.pdf
EFTA01148407
Dataset 9
2012-01-20
1p
652w
Subject:
JPMorgan View 01.20.2012
From:
US GIO
To:
Undisclosed recipients:;
…2012 The J.P. Morgan View Momentum is broadening Jan Loeys•0 • Asset ..thotallon — Sny long equities. and add EM FX longs • Economies — Banal signs that the soft patch m untmay may end an
John Normand
• FIBS Income — Mo't to modest Wheal 0.trambi m Euto arta geoptery. • Equates— 11w fact that the worst pertaining sector. of 2011.1e Financials and Cyehcals ace otaperfomung YTD. c comment with the January effect Nikolooc Paniairtmalou • Credit — Upgrade HG to neutral and…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01148407.pdf
EFTA01172123
Dataset 9
2011-12-16
1p
616w
Subject:
.IPMorgan View 12.16.2011
From:
US GIO
To:
Undisclosed recipients::
…LAO It 201t The J.P. Morgan View Returns and risks lor 2012 Jan ion • Boanamekw—Nba dowe 2<.". on! /41•a dowa from 20%. Bul paalb Mould:me back lotiead Inflate» fa/hemp? t`k lo 2_2% , • World portfolio — A tR tQltnaldbralknwedMlennnnittann
John Normand
ratan :Rs'', clan*. Is pave* rebOosubi and major ink. became lest mane. • thed begat — CotipOwkle beam/akin Grid:Mama aal antler OM,. Eon, area penplinv net, io che Commie near ienn NMolaos Ponlglitioglou • Equities…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01172123.pdf
EFTA01146378
Dataset 9
2012-10-12
2p
680w
Subject:
JPM View 10.12.2012
From:
US O1O Cus.gitmorgan.com>
To:
Undisclosed recipients:;
…credit and carry trades. even as Jan Loeys AC upcoming political events milady create shorter-term volatility. 0212163-0574 on ben OP~pan can • Economics — No major forecast changes. although increasing uncertainty JPL1Aew Chase IkrA NA around US fiscal cliffposturing creates downside risk on US Q4 and Q1.
John Normand
• Fixed Income — We prefer Gentian Bends to US Treasuries. osadot 71)1.1810 NMsonn.wc111hP~1.ceen • Equities —US earnings season favors ckosesnealtronenied stocks and US JP. Marian SWM*, cie Financials NikOlaraS…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146378.pdf
EFTA01146215
Dataset 9
2012-10-26
2p
736w
Subject:
JPM View 10.26.2012
From:
US GIO <
[email protected]
>
To:
Undisclosed recipients:;
…credit vs government debt especially in higher-yield. • Economics — Bottom in global growth is now 3-quarters wide. Rebound in Q1 Jent erase Bank Na requires lifting of fiscal risks m the US. in our view.
John Normand
(an), 7134.1$10 • Fixed Income — Favor EM local bonds over Mt pon neananajkomegoan tan • Equities —UW US equities against Europe and EM Asia. E Morgan Soeunots pk PlikOlaOS Paniginzogiou • Credit — E.MBIG year-end spread target is lowered to 250bp. from 275bp…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146215.pdf
EFTA01176904
Dataset 9
8p
5,973w
…passcode 7972 creditworthiness would face stubborn Euro leaders, who would be forced to circle the wagons to protect the rest of EMU against capital flight. Initially FX Markets Weekly - A roadmap and roadblocks to EMU policy makers would be reactive, providing funding to banks and countries exit.
John Normand
. May 11.2012 where markets have closed. At some point, it will dawn on them that a massive Global Fixed Income Markets Wooly. Pavan Wadhwa. euro-TARP provides the best defence…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176904.pdf
EFTA01169184
Dataset 9
2011-09-30
2p
702w
Subject:
IPM View 0930.2011
From:
US CIO *C >
To:
Undisclosed recipients:;
…View Still too many banana peels Jan Leona° • Economies — Further cuts to growth forecasts. this time in Japan and EM Europe. US Q3 is tracking a 13% pace. We retain the view that Europe is sliding into recession.
John Normand
• Portfolio strategy —Riskier markets are trying to rebound as many active managers are short. We find it too early to go long risk. as there remain too many banana peels in front of us. on which risk assets can slip…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01169184.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:
…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 ps://mm.jpmorgan.com/servlet/PortalFW?pageName=analyst_page%26cen=U070901> , Nikolaos Panigirtzoglou <https://mm.jpmorgan.com/servlet/RedirectServlet?usageTracking=analystPage&key_type=E&val=EMAILALERT&url=htt ps://mm.jpmorgan…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02683120.pdf
EFTA01170770
Dataset 9
8p
5,884w
…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 US recession risks. Nikolaos Panigirtzoglou…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01170770.pdf
EFTA01175987
Dataset 9
8p
5,905w
…equities and credit vs bonds and cash over next 3 months. Signals for next few weeks seem quite neutral. • Economics — No forecast changes, but weaker data bias our 2.5% Q2 US
John Normand
forecast to the lower 2's. • Fixed Income— We recommend bearish money market positions. Nikolaos Panigirtzoglou Equities — Earnings expectations momentum favours US vs other regions. Credit — We stay overweight senior financials and LTII bonds. Foreign exchange —Low FX vol to stay. Focus trades on mean reversion. …
https://www.justice.gov/epstein/files/DataSet%209/EFTA01175987.pdf
EFTA01178963
Dataset 9
2012-07-13
3p
672w
Subject:
JPM View 07.13.2012
From:
US GIO <
To:
Undisclosed recipients:;
…weakest quarter in the recovery. ,WMagan Chase Bain NA so far. We project a rebound for II2. on falling inflation. but only to a still below potential pace of 2.5% EM policymakers have by far the greatest room
John Normand
to counteract economic weakness. • Fixed Income — We still prefer German Binds to LS Treasuries. J.P. Motor Securities plc NikobOs PanigirtZ0glou • Equities — The US reporting season is delivering a positive suiptise. supporting equities near terra J P. Skew Stash.…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01178963.pdf
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