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On today's financial market developments
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 →almost twice the debt load as a percentage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today’s reported move by Italian regulators to seize documents at Moody’s regardin
Page: HOUSE_OVERSIGHT_025226 →Microsoft Word - 08-04-11 - EOTM - Market update.docx
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 →almost twice the debt load as a percentage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today’s reported move by Italian regulators to seize documents at Moody’s regardin
Page: HOUSE_OVERSIGHT_025229 →On today's financial market developments
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 →almost twice the debt load as a percentage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today's reported move by Italian regulators to seize documents at Moody's regardin
Page: HOUSE_OVERSIGHT_031156 →Entities connected to both Marty Feldstein and the European Monetary Union

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