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Eye on the Market, July 25, 2011
Debt limit to gov. receipts nd Source: OMB, BEA, J.P. Morgan Private Bank Over the last few days, the Gang of Six plan, th
ize their banks * Language (with no specifics) regarding the use of EU structural funds to boost growth in Greece What the EU gets: more austerity, Maastricht with teeth (?) and private sector involvement in Greek debt rollover * Legally binding national fiscal framework to be developed by end of 2012; fisc
Page: HOUSE_OVERSIGHT_025217 →Microsoft Word - 07-25-11 - EOTM - White Castle.docx
4 1980 1986 1992 1998 2004 2010 Source: OMB, BEA, J.P. Morgan Private Bank. Over the last few days, the Gang of Six plan, t
ize their banks * Language (with no specifics) regarding the use of EU structural funds to boost growth in Greece What the EU gets: more austerity, Maastricht with teeth (?) and private sector involvement in Greek debt rollover * Legally binding national fiscal framework to be developed by end of 2012; fis
Page: HOUSE_OVERSIGHT_025223 →Microsoft Word - 07-11-11 - EOTM - Twilight of the Gods.docx
ategy 3% Hard Assets, Hedge Funds, 4% 18% Source: J.P. Morgan Private Bank, as of July 2011. These portfolios may not be sui
k since there are no binding committments at all 110% 100% 90% Little progress on debt reduction despite 20 years of primary budget surpluses 80% 70% Maastricht limit 60% 50% 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 Source: International Monetary Fund. So to be clear, the Twilight of the Gods has not
Page: HOUSE_OVERSIGHT_030812 →Entities connected to both Maastricht and J.P. Morgan U.S. Private Bank

JPMorgan Chase
ORGANIZATIONJ.P. Morgan Securities LLC
ORGANIZATIONMichael Cembalest
PERSON
Empirical Research Partners
ORGANIZATIONthe European Monetary Union
ORGANIZATION
Barack Obama
PERSON
FactSet
ORGANIZATION
Eleanor Roosevelt
PERSON
Belgium
LOCATION
Moody’s
ORGANIZATION
Eurozone
ORGANIZATIONthe Gang of Six
ORGANIZATIONThe Peterson Foundation
ORGANIZATION
Bipartisan Policy Center
ORGANIZATIONCenter for Am
ORGANIZATION
Economic Policy Institute
ORGANIZATION
Roosevelt Institute
ORGANIZATIONthe Monetary Union
ORGANIZATIONthe German Social Democratic Party
ORGANIZATION
the Institute of International Finance
ORGANIZATION