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al risk across the Arab world has been something of a surprise, although conditions leading to it were well understood for years. As for problems in the European Monetary Union and the impact of tightening policy in Asia, they have been familiar refrains around here for months, and were central to our 2011 Outlook. The whol
to change. Past penantance is not a guarantee of future results. References to the performance or character of our portfolios generally refer to our Balanced Model Portfolios constructed by. Morgan. It is a proxy for client perforntance and may not represent actual transactions or investments in client accounts. The mode
10-24-11_ EOTM_-_Emu jdromaius_novaehollandiae].pdf Eye on the Market, October 24, 2011 Topics: A biological look at the latest attempt to resolve the European Monetary Union debt crisis; US Q3 earnings The EMU (technical name: Economic and Moneiwy Union, common name: European Moneiwy Union) is beginning to bear more and
o change. Past performance is not a guarantee of future results. References to the performance or character of our portfolios generally refer to our Balanced Model Portfolios constructed by-IP. Morgan. It is a proxy for client performance and may not represent actual transactions or investments in client accounts. The mod
eside the point. Last week's EoTM summarized our take on the market, economic, political and investment implications of the continued unraveling of the European Monetary Union. What would change our views? A full-scale German underwriting of the EMU problem. How likely is that? Wenn Schweine fliegen k6nnen (when pigs fly)
to change. Pasignformance is not a guarantee of future results. References to the performance or character of our portfolios generally refer to our Balanced Model Portfolios constructed by. Morgan. It is a proxy for client performance and may not represent actual transactions or investments in client amounts. The model p
Entities connected to both the European Monetary Union and Balanced Model Portfolios
Michael Cembalest
PERSON
JPMorgan Chase
ORGANIZATIONPrivate Investments
ORGANIZATION
Bundesbank
ORGANIZATIONJ.P. Morgan Securities LLC
ORGANIZATION
Bloomberg L.P.
ORGANIZATION
Hungary
LOCATION
Middle East
LOCATION
Malaysia
LOCATION
ISI Group
ORGANIZATION
Moody's
ORGANIZATION
George W. Bush
PERSON