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HOUSE_OVERSIGHT_030844 - HOUSE_OVERSIGHT_030847
The J.P. Morgan View: Local forces are dominating
From: US GIO <[email protected]>Mar 29, 2013
2 mentions
Page HOUSE_OVERSIGHT_030846
ent decline by the summertime. Commodities • Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week's J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl. Since then Brent is up around 1.5%
Page: HOUSE_OVERSIGHT_030846 →Page HOUSE_OVERSIGHT_030847
Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_030846 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-20) 7134-7761 [email protected] J.P. Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morg
Page: HOUSE_OVERSIGHT_030847 →Page HOUSE_OVERSIGHT_030848
[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 →Page HOUSE_OVERSIGHT_030851
ent decline by the summertime. Commodities • Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week's J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl. Since then Brent is up around 1.5%
Page: HOUSE_OVERSIGHT_030851 →HOUSE_OVERSIGHT_031114 - HOUSE_OVERSIGHT_031117
The J.P. Morgan View: Local forces are dominating
From: US GIO <[email protected]>Mar 29, 2013
2 mentions
Page HOUSE_OVERSIGHT_031116
ent decline by the summertime. Commodities • Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week's J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl. Since then Brent is up around 1.5%
Page: HOUSE_OVERSIGHT_031116 →Page HOUSE_OVERSIGHT_031117
Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_031116 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-20) 7134-7761 [email protected] J.P. Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morg
Page: HOUSE_OVERSIGHT_031117 →Sponsored
Mutual Connections (16)
Entities connected to both Seamus Mac Gorain and J.P. Morgan View
JPMorgan Chase
ORGANIZATION11 w/ Seamus·3 w/ J.P.
Matthew Lehmann
PERSON11 w/ Seamus·3 w/ J.P.
JL
Jan Loeys
PERSON10 w/ Seamus·2 w/ J.P.
John Normand
PERSON9 w/ Seamus·2 w/ J.P.
Malaysia
LOCATION6 w/ Seamus·3 w/ J.P.
MSCI EM
ORGANIZATION7 w/ Seamus·2 w/ J.P.
NP
Nikolaos Panigirtzoglou
PERSON6 w/ Seamus·3 w/ J.P.
Leo Evans
PERSON6 w/ Seamus·3 w/ J.P.
AM
Adrian Mowat
PERSON4 w/ Seamus·3 w/ J.P.
Cyprus
LOCATION4 w/ Seamus·3 w/ J.P.
K. Gupta
ORGANIZATION3 w/ Seamus·3 w/ J.P.
J.P. Morgan Securities plc
ORGANIZATION3 w/ Seamus·3 w/ J.P.
European Financials
ORGANIZATION3 w/ Seamus·3 w/ J.P.
European Credit
ORGANIZATION3 w/ Seamus·3 w/ J.P.
KU
Kuroda
PERSON3 w/ Seamus·3 w/ J.P.
F. Diamond
ORGANIZATION2 w/ Seamus·2 w/ J.P.