EFTA01146788Dataset 9
2012-08-318p6,176w
…But then Jackson Hole speeches last year and the year before did not provide Global Fixed Income Markets, Pavan Wadhwa and Fabio clear signals or material rallies on the day (see chart), even as they were Bassi followed within a few months by policy action. We continue to expect the Emerging Markets Outlook and Strategy. Joyce Chang Fed's September meeting to bring more asset purchases, including in MBS, Key trades and risk: Emerging Market Equity Strategy. where we remain…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146788.pdf
EFTA01176400Dataset 9
8p5,881w
J.P Morgan Global Asset Allocation J.P. Morgan Chase Bank NA, J.P. Morgan Securities Ltd. Apr 27, 2012 he J.P. Morgan View The paradox of austerity Jan LoeysAc • Asset Allocation — The shallowness of the correction in risk assets and the lack of a convincing reason to go short will likely pull investors back in, creating further upside over coming months. John Normand • Economics — Data are tracking a mild deceleration of global growth in Q2, driven by excess…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176400.pdf
EFTA01149242Dataset 9
8p5,954w
J.P. Morgan Global Asset Allocation J.P.Morgan Chase Bank NA, J.P. Morgan Securities Ltd. Sep 23, 2011 he J.P. Morgan View Who will win the race to recession? Jan Loe SAC • Economics — Europe is falling into recession, by our new forecast. Weaker PMI's suggest serious downside to Asian forecasts. US is tracking our already weak growth forecasts. John Normand • Portfolio strategy —The market reversal signals of Value, Positions, Timing, Data and Policy remain in defensive…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01149242.pdf
EFTA01169186Dataset 9
8p5,861w
J.P. Morgan Global Asset Allocation J.P.Morgan Chase Bank NA, J.P. Morgan Securities Ltd. Sep 30, 2011 The J.P. Morgan View Still too many banana peels Jan LoeysAc • Economics — Further cuts to growth forecasts, this time in Japan and EM Europe. US Q3 is tracking a 1.5% 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…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01169186.pdf
EFTA01176904Dataset 9
8p5,973w
…given the memory of the Lehman aftermath, global policy 8assi makers would likely react more decisively, and thus limit the downside. The Emerging Markets Outlook and Strategy. Joyce Chang euro would approach parity versus the dollar. Key trades and Ask: Emerging Market Equity Strategy. Fixed income Adrian Mont et al. • Bonds rallied for the fourth week in a row, with German Bunds and UK gilts Flows and Liquidity. Nikos Panigirtzegiou et S. May 18.2012 2 EFTA01176905 Global Asset Allocation…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176904.pdf
EFTA01169776Dataset 9
8p5,895w
J.P. Morgan Global Asset Allocation J.R.Morgan Chase Bank NA. J.P. Morgan Securities Ltd. Oct 7, 2011 he J.P. Morgan View It is all up to fiscal policy. Monetary is done. Jan LoeysAC • Economics —Growth forecasts reduced for UK, EM Asia, and Latin America, bringing 2012 EM growth down by 0.2%. US data are tracking a soft growth picture, but one that is not falling into recession at the moment. John Normand • Portfolio strategy — Monetary…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01169776.pdf