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JPM View 01/11/2013
e vols are up this year - and the one with broader consequences for neighbors (through EM Asian intervention policy). Hence, this week's focus in our FX Markets Weekly on two other dimensions of the bearish yen view: what is the currency worth if the BoJ successfully delivers 2% inflation, and how broad is the yen s
Page: HOUSE_OVERSIGHT_031123 →@jpmorgan.com John Normand (44-20) 7134-1816 [email protected] Nikolaos Panigirtzoglou (44-20) 7134-7815 [email protected] Seamus Mac Gorain (44-20) 7134-7761 [email protected] Matthew Lehmann (44-20) 7134-7813 [email protected] Leo Evans (44-20) 7742-2537 leonard.
Page: HOUSE_OVERSIGHT_031123 →g ahead of the fiscal cliff, and lower USD/CNY forwards due to avoidance of US-China trade conflict (sec An FX guide to America's toss-up election. FX Markets Weekly, Nov 2). The only surprise has been that FX volatility remains so subdued (VXY unchanged at 7.4%) in a week when the trade-weighted dollar and equi
Global Asset Allocation Jan Loeys AC JPMorgan Chase Bank NA John Normand J.P. Morgan Socunbos plc Mk I P nl Irtz I u J.P. Morgan Secunlies plc Seamus Mac Gorain J.P. Morgan Sooting°, plc Matthew Lehmann J.P. Morgan Securrbes plc Leo Evans J.P. Morgan Seaman plc YTD returns through Nov 8 %, equities are
.5% - 2.0% - 1.5% 1.0% - 0.5% 0.0% 45% -1.0% 1 J.P.Morgan I ' -1.5% - USD JPY EUR GBP CHF CAD AUD TWI Source:. Morgan More details in ... FX Markets Weekly, John Normand et al. Commodity Markets Outlook 8 Strategy. Cohn Fenton et al. Oil Markets Monthly. Cohn Fenton et al. Daily Metals Note. Cohn Fem
JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 M. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 Morgan Secunties plc Seamus Mac Gorain (44-20)7134-7761 Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 M. Morgan Securities plc Leo Evans (44-20) 7742-2537 M. Morgan Secur
morgan.com J.P. Morgan Securities ple Nikolaos Panigirtzoglou (44-20) 7134-7815 [email protected] J.P. Morgan Securities ple Seamus Mac Gorain (44-20) 7134-7761 [email protected] J.P. Morgan Securities ple Matthew Lehmann (44-20) 7134-7813 [email protected] J.
Page: HOUSE_OVERSIGHT_026572 →ing ahead of the fiscal cliff, and lower USD/CNY forwards due to avoidance of US-China trade conflict (see An FX guide to America’s toss-up election, FX Markets Weekly, Nov 2). The only surprise has been that FX volatility remains so subdued (VXY unchanged at 7.4%) in a week when the trade-weighted dollar and equity
Page: HOUSE_OVERSIGHT_026574 →[email protected] J.P. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-20) 7134-7761 [email protected] J.P. Morgan Securities p/c Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morg
Page: HOUSE_OVERSIGHT_030848 →nge in USD 0.8% 1 0.6% - 0.4% - 0.2% - 0.0% -0.2% - -0.4% - -0.6% -0.8% - -1.0% - USD JPY EUR GBP CHF CAD AUD Source: J.P. Morgan More details in ... FX Markets Weekly, John Normand et al. Commodity Markets Outlook & Strategy, Colin Fenton et al. Oil Markets Monthly, Colin Fenton et al. Daily Metals Note, Colin Fent
Page: HOUSE_OVERSIGHT_030851 →Entities connected to both FX Markets Weekly and Seamus Mac Gorain

JPMorgan Chase
ORGANIZATION
Matthew Lehmann
PERSONJan Loeys
PERSON
John Normand
PERSON
Malaysia
LOCATIONMSCI EM
ORGANIZATIONNikolaos Panigirtzoglou
PERSONthe Philippine Stock Exchange
ORGANIZATIONthe Mexican Stock Exchange
ORGANIZATIONthe Taiwan Securities and Futures Bureau
ORGANIZATION
Hungary
LOCATIONthe Securities and Futures Commission
ORGANIZATION
Leo Evans
PERSONthe Indonesia Stock Exchange
ORGANIZATIONBombay Stock Exchange Limited
ORGANIZATION
Ecuador
LOCATION
Uruguay
LOCATION
Philippines
LOCATIONthe Stock Exchange of Thailand
ORGANIZATIONthe Central Bank of Brazil
ORGANIZATION