Documents tagged "Euro"
Found 8 documents with this tag
HOUSE_OVERSIGHT_033270.txt
Paul Barrett from Alpha Group Capital LLC in New York is asking for thoughts on the Euro (EUR), and he has recently purchased some three-month puts as he believes that Trump will push a strong US dollar policy. The key people mentioned are Paul Barrett and Jeffrey E., while the key topic is the economic forecast of the Euro based on potential US policies.
HOUSE_OVERSIGHT_031121.txt
The J.P. Morgan View report from January 11, 2013 discusses asset allocation trends and economic forecasts for various regions, including East Asia and the US/Europe. The report advises investors to focus on East Asian equities, particularly Japan and EM Asia, due to signs of an economic rebound in the region. They also recommend going long duration in US fixed income markets and staying short JPY among other currency recommendations.
HOUSE_OVERSIGHT_031114.txt
This document from JPMorgan discusses global asset allocation, with a focus on local risks and opportunities dominating investment strategies. The document mentions that US activity data is better than hoped, but consumer response to higher taxes is uncertain. It also highlights the search for carry in fixed income markets and Japan as a main country overweight in equities. Additionally, it notes that credit remains the troubled asset class with spreads wider in most markets, especially in emerging market external debt. The overall investment theme for this year appears to be a number of unrelated local forces with largely local impact, rather than a general global investment theme.
HOUSE_OVERSIGHT_030848.txt
In summary, the J.P. Morgan View in March 2013 focuses on local risks and opportunities trumping global forces in driving investment opportunities. The report discusses various topics such as economics, fixed income, equities, credit, currencies, commodities, US stocks, bonds, and asset classes. It emphasizes that there is no overarching global investment theme this year and instead highlights unrelated local forces with largely local impact. Additionally, the report suggests that there is no momentum in global growth, price or earnings expectations that could lead to a bullish or bearish growth story.
HOUSE_OVERSIGHT_030844.txt
The J.P. Morgan View document discusses the current state of global asset allocation and identifies local forces as more dominant than global ones in driving investment opportunities. The focus is on economics, fixed income, equities, credit, currencies, commodities, US stocks, and bond markets. It highlights that there is no overarching global investment theme this year and instead emphasizes the importance of local factors.
HOUSE_OVERSIGHT_024135.txt
The UBS CIO Monthly Extended from July 2012 discusses the global economy and investment preferences with a focus on risk return and the Euro debt crisis. The document presents asset class views for equities, fixed income, foreign exchange, commodities, listed real estate, hedge funds, and private equity. It also highlights the need for further reform and consolidation efforts in Spain and Italy. In terms of US corporate bonds, it is believed that they offer the best risk return. The UBS Wealth Management & Swiss Bank's Chief Investment Office provides this analysis, but investments may be subject to jurisdictional and regulatory restrictions.
HOUSE_OVERSIGHT_019343.txt
The document is an email exchange between Jeffrey E. and Steve Bannon about a movie titled "American Carnage" that has been financed by Emmanuel and directed by Errol Morris. The two discuss the film's festival circuit, with mentions of Venice, Toronto, and New York Film Festival, as well as skipping Telluride. There is also a discussion of organizing meetings between Steve Bannon and leaders of countries, with Jeffrey E. emphasizing that this process will be time-consuming and requiring multiple visits to Europe over an extended period. There are references to other people such as Hicks and Benjamin Harnwell, but it's unclear what their relationship to the main topic is from this exchange alone.
HOUSE_OVERSIGHT_014887.txt
This document provides a preview of internet sector earnings for the first quarter of 2017, focusing on 30 stocks in the coverage group and highlighting potential pressures such as ramping competition and delayed tax refunds. Key themes include advertising and listing ranking revenue initiatives at e-commerce sites like Amazon, eBay, and Expedia, with a positive outlook for these three stocks. The report also notes mixed data on consumer spending due to delayed tax refunds but optimism that spending will rebound in March/April. Upcoming events include Facebook's F8 developer conference and Google's Marketing Next keynote.