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which will hit a new all-time high in Q3; and a bucket of cold water from the Chairman of the Board of Supervisors of China Investment Corporation. Michael Cembalest Chief Investment Officer The material contained herein is intended as a general market commentary Opinions expressed herein are thaw of Michael Cem
From: US GIO To: Undisclosed recipients:; Subject: J.P. Morgan Eye on the Market 10/24/2011: EMU (dromaius novaehollandiae) Date: Mon, 24 Oct 2011 13:34:14 +0000 Attachments: 10-24-11_ EOTM_-_Emu jdromaius_novaehol
over the last century? But first, I tried to imagine what an alien might notice about what's happening to the oldest inhabited territory on Earth. Michael Cembalest This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or sale of securities, accuracy
From: US GIO <MMIll=a> To: Undisclosed recipients:; Subject: J.P. Morgan Eye on the Market 4/24/2012: Earth 2012 Date: Tue, 24 Apr 2012 13:05:22 +0000 Attachments: 04-24-2012n EOTMn Earth_2012.pdf Eye on the Market, April 2
organ Eye on the Market 3/22/2012: Reservoir Digs Attachments: Reservoir Digs.pdf On private equity investi=g opportunities in the energy sector. Michael Cembalest =p class="MsoNormal">Chief Investment Officerq=pan> This email is confident=al and subject to important disclaimers and conditions including on off
From: US GIO • > Sent: Thursday, March 22, 2012 3:25 PM To: Undisclosed recipients: Subject: J.P. Morgan Eye on the Market 3/22/2012: Reservoir Digs Attachments: Reservoir Digs.pdf On private equity investi=g opportunities in the energy sector. Michael C
p Ieronymos' letter to Greek Prime Minister Papademos for one person's take on the disintegrating facts on the ground (http://tinyurl.com/7bpk6re). Michael Cembalest Chief Investment Officer This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or sa
From: US GIO <MMIll=a> To: Undisclosed recipients:; Subject: J.P. Morgan Eye on the Market 2/8/2012: Rx USA Date: Wed, 08 Feb 2012 17:09:54 +0000 Attachments: 02-08-2012_-_EOTM_-_Rx_USA.pdf Eye on the Market, February 8, 20
oss the Periphery. The primary benefit of the Spanish bank recap may be reduced financial sector contagion risk to Asia and the US; we'll take it. Michael Cembalest J.P. Morgan Asset Management This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or
From: US GIO To: Undisclosed recipients:; Subject: J.P. Morgan Eye on the Market, June II, 2012 Date: Mon, 11 Jun 2012 16:01:08 +0000 Attachments: 06-11-2012_-_EOTM_-_Plan_C.pdf Eye on the Market, June 11, 2012 T
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