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9 results for “
"Strategy Focus"
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EFTA01182026
Dataset 9
2012-11-08
2p
1,434w
Subject:
J.P. Morgan US Equity Strategy FLASH : Sell-Off Post Election Shows More Hoped for a
From:
US GIO
To:
Undisclosed recipients:;
…fiscal cliff becomes unavoidable. That could justify further downside from here pushing the S&P 500 into the 1350-ish level from the 1400s today. However, as we noted above, there are some reasons to expect the US to avoid this (see reason #2 and also reason #1). • MARKET
STRATEGY: Focus
on Global Cyclicals and High-Dividend stocks, among others. We believe once the initial selling exhausts itself, investors will reconsider the positive risk/reward in equities. One notion is…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01182026.pdf
EFTA01387045
Dataset 10
1p
137w
…If you have any difficulty accessing the report, please forward this email with the word 'POP in the subject line to GMResearth.Subscripticingadb corn. After 90 days you can access the report on our web site: httplig_m db_com. You have received this mail because you have subscribed to Christian Wietoska. Drausio Giacomelli. EM Macro and
Strategy Focus
. Geography. Asia- Pacific (EM). Discipline: Economies. Type of research: General For changes to your curer research subscriptions visit https.//ctm db…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01387045.pdf
EFTA01387446
Dataset 10
1p
192w
…Income : What's the issue?: 9th — 16th July • The EM Local Rates Monitor • EMEA Macro Notes: Turkey: Drifting away from single-digit levels • EM FX : EM Flows and Risk Sentiment: The trend is not always your friend • EM Fixed Income : What's the issue?: 2nd - 8th Jul • EM Macro and
Strategy Focus
• EM Fixed Income : A quarter to forget... • EM FX : What is driving EM FX? • EMEA Macro Notes : Czech Republic (CNB): A dovish hike CONFIDENTIAL - PURSUANT TO FED. R…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01387446.pdf
EFTA01123502
Dataset 9
2012-11-07
9p
5,092w
…cliff becomes unavoidable. That could justify further downside from here pushing the S&P 500 into the I 350-ish level from the 1400s today. However, as we noted above, there are some reasons to expect the US to avoid this (see reason #2 and also reason #1). MARKET
STRATEGY: Focus
on Global Cyclicals and High-Dividend stocks, among others. We believe once the initial selling exhausts itself, investors will reconsider the positive risk/reward in equities. One notion is…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01123502.pdf
EFTA01434537
Dataset 10
2017-10-27
3p
713w
Subject:
EM MSF - Outlook, trade updates, specials on Arg, Mex, SoA, FX
From:
Martin Zeman < >
To:
"Paul Barrett (S"
…COPOM minutes on Tuesday should reinforce a final 50bp cut next while leaving the door open for more. Watch for some deceleration in Mexico's 03 GDP as private consumption continues to decline at the margin.
Strategy Focus
: The repricing of premium across EM that we have highlighted over the past six+ weeks is starting to show some signs of overshooting in FX. But we avoid retracement trades before uncertainty about US taxes and Fed is resolved and we see…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01434537.pdf
EFTA01387044
Dataset 10
2017-10-27
1p
565w
Subject:
EM MSF - Outlook, trade updates, specials on Arg, Me; SoA, FX
From:
Martin Zema
To:
Paul Barrett Stewart Oldfield
…COPOM minutes on Tuesday should reinforce a final 50bp cut next while leaving the door open for more. Watch for some deceleration in Mexico's Q3 GDP as private consumption continues to decline at the margin.
Strategy Focus
: The repricing of premium across EM that we have highlighted over the past six+ weeks is starting to show some signs of overshooting in FX. But we avoid retracement trades before uncertainty about US taxes and Fed is resolved and we see…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01387044.pdf
EFTA01043533
Dataset 9
2017-06-14
5p
1,662w
Subject:
INTERNATIONAL TODAY: SAUDI TRANSFORMATION CONTINUES => BUY SABIC
From:
"Ens, Amanda" <
To:
"Jeffrey E." <
[email protected]
>, Richard Kahn
…years. Below this price band, oil supply rationing and rapid EM demand growth push prices higher. Above, a surge in global oil supplies and EM demand destruction curb any additional price gains. Equity
Strategy: focus
on the National Champions Given likely subdued medium-term growth and a rising burden on the private sector, Saudi corporates could face a difficult operating environment. Along with relatively rich valuations vs GEMs, we advise a highly selective approach to investing in the market, with…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01043533.pdf
EFTA00634188
Dataset 9
2017-06-21
11p
3,894w
Subject:
Fwd: SAUDI UPDATE - MEGA View — MSCI China A-share Inclusion: Muted response: Next China Potential catalyst — Xi's visit to Hong Kong
From:
Richard Kahn -cla
To:
"jeffrey E." cjeevacation(taigmail.com>
…years. Below this price band. oil supply rationing and rapid EM demand growth push prices higher. Above, a surge in global oil supplies and EM demand destruction curb any additional price gains. Equity
Strategy: focus
on the National Champions Given likely subdued medium-term growth and a rising burden on the private sector. Saudi corporates could face a difficult operating environment. Along with relatively rich valuations vs GEMs, we advise a highly selective approach to investing in the market. with…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00634188.pdf
EFTA01125131
Dataset 9
2011-03-23
36p
2,040w
…accelerating business growth, deepening reform, enhancing infrastructure. and operating in compliance with regulations, following Product Strategy: China Life's unique Distribution
Strategy: Focus
on traditional and development path Individual agents as the key participating products while channel while leveraging moderately developing unit- complementary strength linked, universal and other from group and new investment type bancassurance channels products te, is EFTA01125149 Maitt •"v0ar.APAVAEORITKOW.oraPaRka.-' ISHOWare.W.WittsvAtragaMit O 41 Maw* fkittlia*FilltnW era Lae Insurance Co:110aq Limited Section III…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01125131.pdf
Results by Dataset
9 total
Set 9
5
Set 10
4
Corpus: 1990-03-17 – 2025-12-01
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