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The J.P. Morgan View: Local forces are dominating
d rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week's BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. • The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction
Page: HOUSE_OVERSIGHT_030845 →6%, and its high weight on Financials. Credit • The news flow from the Cypriot bailout continued to push spreads wider and vol higher this week, with European Financials underperforming as creditor bail-in risks returned to the forefront. iTraxx senior and subordinated financials indices widened 20bp as investors soug
Page: HOUSE_OVERSIGHT_030845 →The J.P. Morgan View: Local forces are dominating
d rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week's BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. • The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction
Page: HOUSE_OVERSIGHT_031115 →6%, and its high weight on Financials. Credit • The news flow from the Cypriot bailout continued to push spreads wider and vol higher this week, with European Financials underperforming as creditor bail-in risks returned to the forefront. iTraxx senior and subordinated financials indices widened 20bp as investors soug
Page: HOUSE_OVERSIGHT_031115 →d rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week's BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. • The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction
Page: HOUSE_OVERSIGHT_030849 →6%, and its high weight on Financials. Credit • The news flow from the Cypriot bailout continued to push spreads wider and vol higher this week, with European Financials underperforming as creditor bail-in risks returned to the forefront. iTraxx senior and subordinated financials indices widened 20bp as investors soug
Page: HOUSE_OVERSIGHT_030850 →Entities connected to both Kuroda and European Financials

Malaysia
LOCATION
JPMorgan Chase
ORGANIZATION
Michael Bloomberg
PERSON
Leo Evans
PERSONJ.P. Morgan Securities plc
ORGANIZATIONNikolaos Panigirtzoglou
PERSONSeamus Mac Gorain
PERSON
Matthew Lehmann
PERSON
J.P. Morgan View
ORGANIZATIONAdrian Mowat
PERSONEuropean Credit
ORGANIZATION
K. Gupta
ORGANIZATION
Cyprus
LOCATION
Donald Trump
PERSONJan Loeys
PERSON
John Normand
PERSONMSCI EM
ORGANIZATION
F. Diamond
ORGANIZATION