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Eye on the Market, July 25, 2011
mbitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end White Castle. Twenty five years ago, I had a friend with a peculiar way of responding to seeing things he didn’t like on TV: he would throw White Castle hamburger
Page: HOUSE_OVERSIGHT_025215 →ain & Portugal 16% 105. 14% 100 17% i 10% od B% 85 G% Germany ad Ao, a aa 2007 2008 2009 2010 2011 0% aa ae ; Source: INE, CSO, ISTAT, NSS, Eurostat, Bundesbank, J.P. Morgan Ve7O gf TOG 188 TO 1D ZO aT Securities LLC, J.P. Morgan Private Bank. Periphery =Portugal, Ireland, lialy, Source: J.P. Morgan Private B
Page: HOUSE_OVERSIGHT_025218 →Microsoft Word - 07-25-11 - EOTM - White Castle.docx
mbitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end White Castle. Twenty five years ago, I had a friend with a peculiar way of responding to seeing things he didn’t like on TV: he would throw White Castle hamburger
Page: HOUSE_OVERSIGHT_025221 →me to fail. Industrial production Index, 100 = January 2007 110 105 100 95 90 85 80 15 2007 2009 2010 2011 Source: INE, CSO, ISTAT, NSS, Eurostat, Bundesbank, J.P. Morgan Securities LLC, J.P. Morgan Private Bank. Periphery = Portugal, Ireland, Italy, Greece, Spain. 2008 * The current EFSF lending capacit
Page: HOUSE_OVERSIGHT_025223 →Eye on the Market, July 25, 2011
ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end White Castle. Twenty five years ago, I had a friend with a peculiar way of responding to seeing things he didn't like on TV: he would throw White Castle hamburger
Page: HOUSE_OVERSIGHT_031159 →or parties are unflinching supporters of the European project, and will do whatever it takes to prevent a break-up. The objections from members of he Bundesbank are described as lonely voices of opposition that carry no weight [a]. But how large are the costs goin‹ to be? German politicians and voters may see
Page: HOUSE_OVERSIGHT_031162 →Entities connected to both Bundesbank and White Castle

JPMorgan Chase
ORGANIZATIONMichael Cembalest
PERSON
Barack Obama
PERSONthe European Monetary Union
ORGANIZATIONJ.P. Morgan Securities LLC
ORGANIZATION
Ronald Reagan
PERSON
Belgium
LOCATION
the Institute of International Finance
ORGANIZATION
Eurostat
ORGANIZATIONLiquidity Hospital
ORGANIZATION
Bernard Connolly
PERSONthe Gang of Six
ORGANIZATIONThe Peterson Foundation
ORGANIZATION
Harry Reid
PERSON
Mitch McConnell
PERSON
Office of Management and Budget
ORGANIZATIONthe Monetary Union
ORGANIZATIONthe German Social Democratic Party
ORGANIZATION
the Heritage Foundation
ORGANIZATION
Alliance Bernstein
ORGANIZATION