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The J.P. Morgan View: Local forces are dominating
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 →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 →The J.P. Morgan View: Local forces are dominating
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 →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 →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 →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 European Financials and K. Gupta

JPMorgan Chase
ORGANIZATION
Cyprus
LOCATION
Malaysia
LOCATIONKuroda
PERSONEuropean Credit
ORGANIZATION
J.P. Morgan View
ORGANIZATIONJ.P. Morgan Securities plc
ORGANIZATION
Leo Evans
PERSONNikolaos Panigirtzoglou
PERSONSeamus Mac Gorain
PERSON
Matthew Lehmann
PERSONAdrian Mowat
PERSONMSCI EM
ORGANIZATION
John Normand
PERSON
F. Diamond
ORGANIZATIONJan Loeys
PERSON