Documents tagged "Undisclosed"
Found 13 documents with this tag
HOUSE_OVERSIGHT_031165.txt
The document is an email titled "Eye on the Market" sent by us.gio@jpmorgan.com to undisclosed recipients, dated June 14, 2011. The sender discusses current market conditions and expectations for the rest of the year. They mention that despite some optimism in April, there are ongoing structural problems weighing on the private sector. The email also references a PDF attachment that is easier to read.
HOUSE_OVERSIGHT_031159.txt
The document is an email from JPMorgan discussing current events and financial markets. The author reflects on a time when their friend would throw White Castle hamburgers at the TV during news reports that upset him, comparing this behavior to modern media's coverage of debt ceiling negotiations. They argue that it was irresponsible for Reagan-era Republicans to delay raising the debt ceiling then, but similarly irresponsible not to raise concerns about current debt growth levels. The author mentions various plans and proposals related to the US debt ceiling issue.
HOUSE_OVERSIGHT_031156.txt
This document is an internal note sent by a financial institution regarding recent developments in global markets and the European Monetary Union. The sender plans to discuss these events at an Aspen Insights conference, including today's sharp sell-off in Italian equity markets following the ECB's rejection of being the buyer of last resort for Italian government bonds. The note highlights concerns about the structural inconsistencies of the EMU and mentions specific actions taken by the sender's firm to mitigate risks associated with these developments.
HOUSE_OVERSIGHT_031146.txt
The document discusses oil markets and Iran as key topics, with a focus on the potential impact of global events and economic recovery in different regions. The author predicts that the US will exceed expectations for growth this year while Europe ex-Germany may disappoint, and notes that there is an inventory build expected in 2012 despite fundamentals pointing to lower oil prices. The attached PDF provides more detailed information on these topics, particularly related to energy science implications of recent events.
HOUSE_OVERSIGHT_031126.txt
The document is an invitation for an exclusive J.P. Morgan Private Bank conference call titled "Post-election insights: The road ahead" on Thursday, November 8 at 4pm EST. The main speaker will be Peter Scher, Head of Corporate Responsibility for JPMorgan Chase and a former U.S. Special Trade Negotiator and Ambassador in the Clinton administrations. He will discuss global implications of election results, impact on regulatory and "fiscal cliff" legislation, and bipartisan cooperation in the new political environment. The call is hosted by John Duffy, Chief Executive Officer of J.P. Morgan U.S. Private Bank. To join the call, participants can dial either a toll-free or international number using a conference ID.
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_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_030837.txt
The document is an invitation to a J.P. Morgan Private Bank conference call featuring Peter Scher, Head of Corporate Responsibility for JPMorgan Chase. The discussion will focus on the election results and their implications for clients globally. John Duffy, Chief Executive Officer of J.P. Morgan U.S. Private Bank, will host the call. The topics to be covered include global implications of the election results, regulatory and fiscal cliff legislation, and bipartisanship in the new environment. Attendees can listen to the call by dialing 877.804.2965 or 706.902.2073 using conference ID 68693542.
HOUSE_OVERSIGHT_030006.txt
This document is titled "Eye on the Market" dated June 14, 2011, and it provides an update on market conditions from a financial institution's perspective. The main topics discussed include market optimism in April and the tug-of-war between private sector profits and public sector problems. The author also notes that while equity markets are priced inexpensively, they are likely to stay that way due to stimulus in the East and ineffective stimulus in the West. Additionally, the document discusses the Osama Bin Laden episode's impact on the equity market peak and how it lasted for only around 2.5 hours. The author also references Christina Romer and John Taylor from Stanford University and highlights the disproportionately large pain that small, non-sovereign entities can inflict in the modern era.
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_025226.txt
The document discusses recent financial market developments, particularly regarding Italian equity markets and their impact on global recovery. The sender has shared this information with clients due to the severity of the situation. They mention that Italy's debt load is a considerable concern and that the European Monetary Union could face its final stretch if Germany does not move towards federalism or if there is no more debt monetization by the ECB.
HOUSE_OVERSIGHT_025215.txt
In this document, a person discusses the US debt ceiling negotiations, European bailout plans, and how large cap growth stocks are affected by these events. The author compares current debt ceiling discussions to a moment in their past when they were frustrated with news reports on similar issues. They also criticize the argument that raising the debt ceiling is necessary for economic stability.