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On today's financial market developments
re eventually shut down after the ECB (for now) rejected being the buyer of last resort for Italian government bonds, as the markets were hoping. The Bundesbank apparently has objections to the idea. This is a problem: Italy has issued around as much public debt as Germany, but is a considerably smaller count
Page: HOUSE_OVERSIGHT_025226 →rweight positions in Europe represent the largest regional underweights we have ever held. [2] Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month’s US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_025226 →Microsoft Word - 08-04-11 - EOTM - Market update.docx
re eventually shut down after the ECB (for now) rejected being the buyer of last resort for Italian government bonds, as the markets were hoping. The Bundesbank apparently has objections to the idea. This is a problem: Italy has issued around as much public debt as Germany, but is a considerably smaller count
Page: HOUSE_OVERSIGHT_025229 →underweight positions in Europe represent the largest regional underweights we have ever held. Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month’s US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_025229 →On today's financial market developments
re eventually shut down after the ECB (for now) rejected being the buyer of last resort for Italian government bonds, as the markets were hoping. The Bundesbank apparently has objections to the idea. This is a problem: Italy has issued around as much public debt as Germany, but is a considerably smaller count
Page: HOUSE_OVERSIGHT_031156 →erweight positions in Europe represent the largest regional underweights we have ever held. 12] Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month's US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_031156 →Entities connected to both Bundesbank and Marty Feldstein

JPMorgan Chase
ORGANIZATIONMichael Cembalest
PERSON
Angela Merkel
PERSONthe European Monetary Union
ORGANIZATION
Bill Clinton
PERSONJ.P. Morgan Securities LLC
ORGANIZATION
John F. Kennedy
PERSON
Bridgewater Associates
ORGANIZATION
Cynthia Nixon
PERSON
Outlook
ORGANIZATION
Moody’s
ORGANIZATION
Don Quixote
PERSONMartin Weinberg
PERSON
Oliver Stone
PERSON
Delaware
LOCATION
Aspen Insights
ORGANIZATION
Boris Yeltsin
PERSONTrichet
PERSON