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The J.P. Morgan View: Local forces are dominating
ys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_030846 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-2
Page: HOUSE_OVERSIGHT_030846 →ntracts has doubled since we put the trade on in December. We stay long as we think these logistical issues are unlikely to be resolved anytime soon. Jan Loeys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Ni
Page: HOUSE_OVERSIGHT_030846 →The J.P. Morgan View: Local forces are dominating
ys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_031116 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-2
Page: HOUSE_OVERSIGHT_031116 →ntracts has doubled since we put the trade on in December. We stay long as we think these logistical issues are unlikely to be resolved anytime soon. Jan Loeys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Ni
Page: HOUSE_OVERSIGHT_031116 →JPM View 01/11/2013
reopen the position at around $1,550/oz.. Jan Loeys (1-212) 834-5874 [email protected] 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
Page: HOUSE_OVERSIGHT_031123 →gold as a hedge against long-term inflation risks once global growth returns to trend and we would look to reopen the position at around $1,550/oz.. Jan Loeys (1-212) 834-5874 [email protected] John Normand (44-20) 7134-1816 [email protected] Nikolaos Panigirtzoglou (44-20) 7134-7815 nikolaos.p
Page: HOUSE_OVERSIGHT_031123 →ectServlet?usageTracking=analystPage&key_type=E&val=EMAILALERT&url=htt ps://mm.jpmorgan.com/servlet/Portal FW?pageName=analyst_page%26cen=U070901> , Nikolaos Panigirtzoglou <https://mm.jpmorgan.com/servlet/Redi rectServlet?usageTracki ng=analystPage&key_type=E&val=EMAI LALE RT&url=htt ps://mm.jpmorgan.com/servlet/Porta
RT&url =http s://mm.jpmorgan.com/servlet/UserDocsHelperServlet?action=openpdf%26docId=GPS-450882-0> I EFTA_R1_01999147 EFTA02683120 Author(s): Jan Loeys <https://mm.jpmorgan.com/servlet/RedirectSerylet?usageTracking=analystPage&key_type=E&val=EMARALERT&url=htt ps://mm.jpmorgan.com/servlet/PortalFW?p
rtant disclosures. Click play to view video Global Asset Allocation Jan Loeys AC JPMergan Chase Bank NA John Normand J.P. Morgan Securities plc Nikolaos Panigirtzoglou JP. Morgan Securities plc Mika Inkinen J.P. mown Securities plc Matthew Lehmann J.P. Morgan Secuntes LLC Nandini Srivastava J.P. Morgan Securi
NGN vs. ua FX Cornell Small OW Energy on carry: Copper on better demand from China. Sauce'. J P. Morgan 5 EFTA_R1_00470164 EFTA01981562 Jan Loeys Global Asset Allocation The J.P. Morgan View 11 My 2014 Global Economic Outlook Summary Real GDP %owxayear ago Real GDP %aerawfous peed. isar
212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] 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 seamus.macgorain@jpmorgan
Page: HOUSE_OVERSIGHT_026572 →use for our own global growth forecast. More details in ... Global Data Watch, Bruce Kasman and David Hensley Global Markets Outlook and Strategy, Jan Loeys, Bruce Kasman, et al. US Fixed Income Markets, Terry Belton and Srini Ramaswamy Global Fixed Income Markets, Pavan Wadhwa and Fabio Bassi Emerging
Page: HOUSE_OVERSIGHT_026573 →Entities connected to both Nikolaos Panigirtzoglou and Jan Loeys

JPMorgan Chase
ORGANIZATION
Matthew Lehmann
PERSONSeamus Mac Gorain
PERSON
John Normand
PERSON
Malaysia
LOCATIONFX Markets Weekly
ORGANIZATIONMSCI EM
ORGANIZATION
Philippines
LOCATION
the Ministry of Finance
ORGANIZATIONthe Mexican Stock Exchange
ORGANIZATIONthe Taiwan Securities and Futures Bureau
ORGANIZATIONBombay Stock Exchange Limited
ORGANIZATIONthe Stock Exchange of Thailand
ORGANIZATIONthe Philippine Stock Exchange
ORGANIZATIONthe Indonesia Stock Exchange
ORGANIZATION
Leo Evans
PERSON
New Zealand
LOCATIONthe Central Bank of Brazil
ORGANIZATIONthe Securities and Futures Commission
ORGANIZATIONGlobal Data Watch
ORGANIZATION