Documents tagged "Fed"
Found 21 documents with this tag
HOUSE_OVERSIGHT_033218.txt
The document discusses a visit by President Trump to Mar-a-Lago in Palm Beach and its impact on air travel. Flight restrictions will be in place when the President is in town, and there will be designated gateway airports for arrivals and departures. The document also mentions specific dates and times of the visit as well as information about TSA-designated gateways at different airports.
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_030986.txt
Steve Bannon discussed with J about the possibility of Donald Trump firing Federal Reserve Chair Jerome Powell after a recent interest rate hike. Bannon believes that Powell does not understand markets and was appointed to the board by former President Barack Obama. The conversation also touches on Powell's past work at Bankers Trust and Dillon, Read & Co.
HOUSE_OVERSIGHT_030970.txt
The document discusses the potential firing of Federal Reserve Chair Jerome Powell by President Trump, with the sender expressing disapproval and questioning whether Powell understood the markets in the past. The sender also mentions the importance of getting rid of Jared Kushner and Ivanka Trump, suggesting that they should go before anyone else. They mention connections to China as a potential concern, and reference cyber warfare and instantaneious information around the world due to the internet.
HOUSE_OVERSIGHT_030968.txt
In the email exchange between J and Steve Bannon, J expresses displeasure with President Trump's consideration of firing Federal Reserve Chief Jerome Powell after a recent interest rate hike. J believes that getting rid of Powell is more important than dealing with issues in Syria or Mattis, mentioning other advisors such as Pompeo, Heather, Jared, and Ivanka. J also points out Powell's past work for Bankers Trust and Dillon, Read & Co. Bannon responds humorously, stating "Perfect Mnuchin hit" but does not comment further on the subject of Powell or the Federal Reserve.
HOUSE_OVERSIGHT_030967.txt
In the email exchange between J and Steve Bannon, J expresses dissatisfaction with Powell's statement during a press conference regarding interest rates and past economic data. J suggests that the numbers used to make decisions are not relevant to today's economy due to technological advancements. The discussion revolves around Trump considering firing Fed Chief Powell after the latest interest rate hike, as reported by The Hill.
HOUSE_OVERSIGHT_030966.txt
In an email exchange between J and Steve Bannon, the topic of discussion is President Trump's consideration to fire the Federal Reserve chief after a recent interest rate hike. The sender expresses agreement with this action, saying that it should have been done months ago and refers to the Fed chair as being too old for the job. The recipient notes that this information is confidential and may be attorney-client privileged or inside information.
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_029583.txt
This email exchange discusses the appointment of Jerome Powell as chairman of the Federal Reserve Board and potential issues with his qualifications for the role. Key people mentioned include Powell, former Fed chairs Alan Greenspan and Janet Yellen, economist Alan Blinder from Princeton University, and Jared Kushner and Ivanka Trump. The sender recommends getting rid of Powell rather than Secretary of State Mike Pompeo or Treasury Secretary Steven Mnuchin.
HOUSE_OVERSIGHT_028531.txt
The email discusses a recent event where Lawrence Summers withdrew his name from consideration for the position of Chair of the Federal Reserve due to opposition from key Democratic senators. The sender expresses sympathy for their friend, who they believe would have been free in the next few days if not for this development. They also mention that Barack Obama might consider nominating someone else to replace Janet Yellen.
HOUSE_OVERSIGHT_027126.txt
The document discusses a message from Jeffrey Epstein to Ehud Barak about Lawrence Summers withdrawing his name for the position of Federal Reserve chair after opposition from key Democratic senators. The email mentions that Summers' wife Lisa is happy because she did not want to live in two cities, and the author suggests that they discuss further when they meet. Additionally, there is a mention of another message from Ehud Barak about a major blow to a friend due to Obama possibly replacing John L.
HOUSE_OVERSIGHT_027032.txt
In the email, Ehud Barak forwards a news article to Jeffrey Epstein regarding Lawrence Summers' withdrawal from the Federal Reserve chair race due to opposition from key Democratic senators. The focus of this document is on key people like Lawrence Summers and Ehud Barak, and places like the United States where the Federal Reserve is located. The topic of the email is about economic decisions and political opposition in the United States.
HOUSE_OVERSIGHT_026637.txt
The document is a forwarded email from Landon Thomas Jr. to Jeffrey Epstein discussing currency trends and the Trump administration's impact on the global economy. The original message was sent by Stephen L Jen of Eurizon SLJ Capital Limited, who shares his thoughts on currencies, market trends, and upcoming events such as the Italian referendum and OPEC meeting. Jen also discusses potential policy decisions under a President-Elect Trump administration, including the appointment of a US Treasury Secretary and challenges to the Federal Reserve's independence. The overall tone of the document is analytical and focuses on economic and financial topics.
HOUSE_OVERSIGHT_026011.txt
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HOUSE_OVERSIGHT_025978.txt
The document discusses risk parity funds and the potential risks associated with them, specifically in relation to bond-equity correlation. It provides a scenario tool for investors to assess what relative moves in bonds and equities could catalyze significant deleveraging by rules-based risk parity funds running vol target overlays. The document also suggests buying seasonal oil dips via bullish X-market risk reversals, leveraging both commodity strategists' 'buy the dip' view and equity strategists' bullish outlook on the Oil & Gas sector.
HOUSE_OVERSIGHT_025242.txt
This document discusses the economic and equity market conditions in the US, Asia ex-Japan, and Europe for 2012, focusing on Spain as a particular area of concern. The author also addresses some key Q&A topics related to the US recovery, including durable goods consumption, equipment & software spending, vehicle sales, bank loans to companies, manufacturing payrolls, credit card delinquencies, household credit growth, homebuilders' demand, and remodeling trends. It highlights opportunities in retailing and building products companies that may benefit from these trends. The author concludes by suggesting that while there have been improvements in various economic indicators, some challenges remain, such as weak household credit growth.
HOUSE_OVERSIGHT_025235.txt
The document is a summary of key economic and market topics by J.P. Morgan. It discusses the US economy's recovery, potential risks, and opportunities in retailing and building products companies. The focus is on Spain's difficult financial situation and the need for continued monetary easing from the ECB and EU to prevent it from becoming a bigger problem.
HOUSE_OVERSIGHT_024132.txt
The document discusses global economic data and trends in different regions. In the US, job markets are gradually improving, spending is up, and access to credit remains easy due to a healthy capital position of banks. However, concerns remain about inflation and the economy's ability to withstand stimulus withdrawal. In China, there are mixed views on whether economic data reflects its true state, with some analysts suggesting that it is not as bad as it looks. Meanwhile, in Europe, data has been considered bizarre since the ECB gifted EU banks 650 billion Euros. Despite this, there have been positive signs of recovery, particularly in terms of improving jobless claims and a growing economy. However, concerns remain about the long-term sustainability of these improvements due to rising deficits.
HOUSE_OVERSIGHT_014972.txt
The document discusses equity volatility insights with a focus on the European Union and United States' equity markets. It suggests monetizing correlation through EU bank dispersion and extracting alpha from summer SPX range as policy and positioning create a "collar" equities. The report also recommends buying in-the-money down and out puts on the S&P, and position for greater dispersion in EU bank sector returns by buying a Dec17 call on an equally-weighted basket of Santander, BNP, ING, Intesa, and Deutsche Bank while selling worst-of calls. The report emphasizes that monetary policy is likely not supportive of substantial equity upside but the "Yellen put" still exists with a lower strike.