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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 →30 years, but think this will be trumped by profit taking in JGBs after the fiscal year end. • Our latest Inflation Expectations Survey (F. Diamond, K. Gupta) was out yesterday. One interesting result is that almost 90% of respondents believe the BoJ has less than a 50/50 shot of hitting its 2% inflation t
Page: HOUSE_OVERSIGHT_030845 →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 →30 years, but think this will be trumped by profit taking in JGBs after the fiscal year end. • Our latest Inflation Expectations Survey (F. Diamond, K. Gupta) was out yesterday. One interesting result is that almost 90% of respondents believe the BoJ has less than a 50/50 shot of hitting its 2% inflation t
Page: HOUSE_OVERSIGHT_030849 →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 →30 years, but think this will be trumped by profit taking in JGBs after the fiscal year end. • Our latest Inflation Expectations Survey (F. Diamond, K. Gupta) was out yesterday. One interesting result is that almost 90% of respondents believe the BoJ has less than a 50/50 shot of hitting its 2% inflation t
Page: HOUSE_OVERSIGHT_031115 →Entities connected to both Kuroda and K. Gupta

Malaysia
LOCATION
JPMorgan Chase
ORGANIZATIONEuropean Financials
ORGANIZATION
Matthew Lehmann
PERSON
Cyprus
LOCATIONEuropean Credit
ORGANIZATION
J.P. Morgan View
ORGANIZATIONJ.P. Morgan Securities plc
ORGANIZATION
Leo Evans
PERSONNikolaos Panigirtzoglou
PERSONSeamus Mac Gorain
PERSONAdrian Mowat
PERSON
John Normand
PERSONJan Loeys
PERSON
F. Diamond
ORGANIZATIONMSCI EM
ORGANIZATION