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64 results for “
"Matthew Lehmann"
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Corpus: 1990-03-17 – 2025-12-01
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EFTA01173321
Dataset 9
2012-01-27
1p
668w
Subject:
JPMorgan View 01.27.2012
From:
US GIG
To:
Undisclosed recipients:;
…rtzoglou Deld of 4 7% • Credit — CS H1' reMain3 our prefened trait. stay long - rain • Foreign exchange — ilk mace defensive trade again and add another LISD short • Conutiorleles —Close long bend vs base metals wade. Ream long gold
Matthew Lehmann
• %%Mk fOur and the rally m ask assets continues. earn as US equities are beaded for tau first tri weekly down of dr year Last week we saw that the rams wench had staled in equities. was pupate along mat…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01173321.pdf
EFTA01148764
Dataset 9
1p
641w
Subject:
JPMorgan View 11.11.2011
From:
US GIO
To:
Undisclosed recipients:;
…CkIIILIS* Ilitolaos Penightzogiou • Equities — Both LtS and European mummies lawe beaten CO EPS COINPOSII. by l ei at wane. • Credit — 1Ak keep a prIemace Sot bag US vs. Eaccem Gall Stiamtra Mee Octal, • Foreign twiner — Leperale BCC bond btatirat toad not b a wren fa the nun But we Icsvphaltes by big long WY • Canatodlties — k1e close rte that be of ow EMAsta vs. US whine trade
Matthew Lehmann
and 63uble upon the Ione Int. Be loop total gated. geld…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01148764.pdf
EFTA01176676
Dataset 9
2012-05-04
1p
674w
Subject:
JPM View 05.04.2012
From:
US GIO <
[email protected]
>
To:
Undisclosed recipients:;
…PM 20)/111 2506 • Credit — Keep the focus on US credit maws macgoranntamotpan tom • Foil ern exchange— Remain risk neutral and focused on earning cany
Matthew Lehmann
cyclical <latencies with low vol and non-threatening valuations (Scandinavia) ptc20) l 21630 while tumults:I/manly selling upside on stretched commodity nurencies matinee m lehmantamorgat corn • Commodities — Neutral outlook favours spread trades over next 3 mouths Leo Evans 444.20) 7142.253r Mntada svanseiammgan men • Equity mat ken adsweek gave back all…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176676.pdf
EFTA01176770
Dataset 9
8p
5,876w
…longs, as adverse Greek news should push Seamus Mac Gorain the euro down much more than upside created by positive Greek news. (44-20) 7777-2906 seamus.macgorainftmorgan.com • Commodities — Higher oil prices in H2, but with elevated two-sided risks.
Matthew Lehmann
(44-20) 7777-1830 • Equity and commodity markets are down this week, and bonds and the dollar
[email protected]
are up on political paralysis in Greece and weaker Chinese economic data. Credit, in contrast…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176770.pdf
EFTA01149242
Dataset 9
8p
5,954w
…inevitable, and stay cautious on the Euro area. • Equities — Worsening technicals and fundamentals and the lack of clear triggers justify a defensive stance. • Credit — We stay defensive. • Foreign exchange — Yen and dollar are the world's strongest currencies in
Matthew Lehmann
the face of surging volatility. • Commodities — The sharp fall in base metal prices implies a close to 50% chance of a US recession. The global risk-off trade moved into the phase of cross hedging and indis- criminate selling…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01149242.pdf
EFTA01181941
Dataset 9
2012-11-04
2p
730w
Subject:
JPM View 11.02.2012
From:
US GIG
To:
Undisclosed recipients::
…early Sep. This ▪ Flotwe, Soc~f tic week was an up-week for them. while other assets were largely unchanged
Matthew Lehmann
Markets (<1313313 in a holding pattern as everyone awaits information on where µ4:0)713415U economies are headed and anut decisions fiscal policy makers will make. We retain the view that this new information and decisions will prove positive for ▪ S•cceows cie equities and credit over the next few months. and mildly negative for bonds. but…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181941.pdf
EFTA02702625
Dataset 11
2012-11-09
8p
5,904w
…builders. Seamus Mac Gorain • Credit — We see the current dip as an opportunity to add risk. • Currencies — Be long the dollar during the fiscal cliff negotiations. J.P. Morgan Sooting°, plc • Commodities — A further set of better Chinese economic data keeps us long
Matthew Lehmann
base metals. • Equity markets are taking the Obama victory quite badly. with US stocks J.P. Morgan Securrbes plc down some 4% on Wednesday and Thursday. This has pushed up global bond Leo Evans markets…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02702625.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:
…pageName=analyst_page%26cen=O060125> , Seamus Mac Gorain 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=N274779> ,
Matthew Lehmann
<https://mm.jpmorgan.com/servlet/RedirectServlet?usageTracking=analystPage&key_type=E&val=EMAILALERT&url=htt ps://mm.jpmorgan.com/servlet/PortalFW?pageName=analyst_page%26cen=l968117> Abstract: • Economics —Japan H2 growth forecast cut to 1.7% from 2.5%. Downshift in global industry not a precursor to double dip. • Asset allocation — We move from flat to net long…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02683120.pdf
EFTA00598000
Dataset 9
8p
5,869w
…2906 • Equities — Reporting season is less encouraging in Europe. So far 40% of DJStoxx 600 companies are beating estimates, compared to 78% in S&P500.
Matthew Lehmann
• Credit — EM and HY remain preferred as they are furthest removed from the (44-20) 7777-1830 crisis in public sector debt. • Foreign exchange — EUR and USD are competing on which is worse. EUR/ USD thus in a range. We stay positive on the G6 and EM, as well as JPY. • Commodities —Gold…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00598000.pdf
EFTA01181256
Dataset 9
2012-09-21
2p
691w
Subject:
WPM View 09.21.2012
From:
US GIO
To:
Undisclosed recipients:;
…JP Magi. Stoanbri 014 • Credit — Stay long credit spreads across the US HY and EM sovereigns and Seamus Mat Goraln corporates and we expect further spread compression • Currencies — New FX forecasts, with weaker dollar into year-end. J P 0.00.-J3n I:toJchts do
Matthew Lehmann
• Commodities — We think agriculture prices have peaked and will move lower from here. Open a short in the GSC1 agriculture it J P. Naha n•a•••••••• • Markets took a breather this week. after…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181256.pdf
EFTA01181709
Dataset 9
2p
665w
Subject:
JPM View 10.05.2012
From:
US CIO <
To:
Undisclosed recipients:;
…edit — Shot-dated corporates around the investnient. grade boundary offer Seamus Mac Gomm the most attractive cam'-to-nsk. particularly European BBs 444-20) 7134-7741 $.»14sIN494.4lZwenorgas corn • Curt mutes — Keep limited short USD positions uoiao soconsoi Gk
Matthew Lehmann
• Commodities — We are long gold and base metals and short agriculture 14440) 7134700 • C tight and equity markets continue to rally. with only minimal damage to ▪ 444%44 Securts•• pie bond markets. The rise in Global Mils…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181709.pdf
EFTA01170770
Dataset 9
8p
5,884w
…We close our underweight in China and move BRICs to an over- Seamus Mac Gorain weight within EM, i.e long MSCI BRICs vs MSCI EM. • Credit — All-time record US HY inflows signal further spread narrowing.
Matthew Lehmann
• Foreign exchange — European bank recapitalization could lead to repatria- tion on foreign holdings, but the impact on EUR will likely be small. • Commodities —We expect the Brent-WTI spread to narrow further to $101 bbl by the end of next year. …
https://www.justice.gov/epstein/files/DataSet%209/EFTA01170770.pdf
EFTA01171763
Dataset 9
8p
5,793w
…very bad, states of the world. • Foreign exchange — We remain short EURIJPY through options to hedge adverse outcomes in Europe.
Matthew Lehmann
• Commodities — We raise our WTI forecast to reflect our view that the Brent- WTI spread should narrow to only $4/bbl by the end of next year. Leo Evans • Markets remain extremely volatile and continue to react to the latest political statements out of Europe on who will or will not, or should or should not, do what…
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:;
…about 75% covered. maws foxy:waitrons, can Mongol SettirsteS Plc - Commodities — Stay OW energy vs. base metals.
Matthew Lehmann
144-2017134-7113 Nlarkets have been largely in a holding pattern over the past fortnight. though giving back a touch of the risk rally of the previous fortnight. Equities ▪ 110110.1•1 S00110011 plc are a percent or so lower. credit spreads a few bp wider and government bond yields some 10bp lower. With little news. investors are waiting for…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146786.pdf
EFTA01146380
Dataset 9
2012-10-12
8p
6,029w
…in. J.P. Morgan Securities plc • Currencies — We launch a Chinese Economic Surprise Index. Seamus Mac Gorain (44-20) 7134-7761 • Commodities — Stay long Brent time spreads on Middle East uncertainty.
[email protected]
J.P. Morgan Securities plc Equity markets are trading heavy, and are giving back most of their gains of
Matthew Lehmann
the past 1.2 weeks, despite no clear change in fundamentals. Other risk markets, (44-20) 7134-7813 such as credit, commodities, and the…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146380.pdf
EFTA01172118
Dataset 9
1p
587w
Subject:
JPMorgan View 12.09.2011
From:
US CIO <IMMIIMI=::.
To:
Undisclosed recipients::
…SISC1 EM 3 o0WDAX ‘s. Emodavi.504iNcertme extremite, re Can made, Sineinus Mac Cocain be short 4a.w. short correlation and thee coinrsity bin • emit Ub defenuct
Matthew Lehmann
• F0/14/110.401//gt — Slay shoe EUR/JPV and l'SDOPV as hedge* • Canutallelts — 'maw a 12G tarsi athini 101 occouothun is 2012 1•1111 3 , e:1hhad quuitt once, te. atilt trouc92 anc,u3.. Leo Evans • Anothei cantle nag with unislien to...teens' eac:la oval of neccs monists…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01172118.pdf
EFTA01175987
Dataset 9
8p
5,905w
…Foreign exchange —Low FX vol to stay. Focus trades on mean reversion. Seamus Mac Gorain Commodities — We expect the spread to continue to narrow and stay long Dec-12 WTI vs. Dec-12 Brent with a S5ibbl target.
Matthew Lehmann
• In a week where a lot of price screens are reading UNCH (unchanged) and economic forecasts have not moved, we would like to focus on some longer- term issues — not views, nor concerns, but things that puzzle many of us…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01175987.pdf
EFTA01181901
Dataset 9
2012-10-19
0p
644w
Subject:
WPM View 10.19.2012
From:
US GIO
To:
Undisclosed recipients:;
…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 from 150bp Seamus Mac Gonda • Currencies — A Romney win shoukl be dollar bearish. as it boosts risk assets • Commodities — We stay long base metals J P Mover Soartos Pe
Matthew Lehmann
• Risk markets continue to yo-yo, with this week being up. while last week was gloms. Bond markets…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181901.pdf
EFTA01148765
Dataset 9
8p
5,957w
…Both US and European companies have beaten Q3 EPS consensus by 4% on average. • Credit — We keep a preference for long US vs. European credit. Seamus Mac Gorain • Foreign exchange — Large-scale ECB bond buying should not be a negative for the euro. But we keep hedges by being long JPY. • Commodities — We close the short leg of our EM Asia vs. US relative trade
Matthew Lehmann
and double up on the long leg. Be long brent, gasoil, gold, sugar…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01148765.pdf
EFTA01181711
Dataset 9
2012-10-05
8p
5,861w
…overweight in Cyclical sectors. Morgan Secunties plc Credit — Short-dated corporates around the investment-grade boundary offer Seamus Mac Gorain the most attractive carry-to-risk, particularly European BBs. (44-20) 7134-7761 Currencies — Keep limited short USD positions. Morgan Securities plc
Matthew Lehmann
Commodities — We are long gold and base metals and short agriculture. (44-20) 7134-7813 Credit and equity markets continue to rally, with only minimal damage to M. Morgan Securities plc bond markets. The rise in…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181711.pdf
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