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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_030845
30 years, but think this will be trumped by profit taking in JGBs after the fiscal year end. • Our latest Inflation Expectations Survey (F. Diamond, K. Gupta) was out yesterday. One interesting result is that almost 90% of respondents believe the BoJ has less than a 50/50 shot of hitting its 2% inflation t
Page: HOUSE_OVERSIGHT_030845 →Page HOUSE_OVERSIGHT_030847
[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. Morgan Securities plc Leo Evans (44-20) 7742-2537 [email protected] J.P. Morgan Secu
Page: HOUSE_OVERSIGHT_030847 →Page HOUSE_OVERSIGHT_030848
[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. Morgan Securities plc Leo Evans (44-20) 7742-2537 [email protected] J.P. Morgan Secu
Page: HOUSE_OVERSIGHT_030848 →Page HOUSE_OVERSIGHT_030849
30 years, but think this will be trumped by profit taking in JGBs after the fiscal year end. • Our latest Inflation Expectations Survey (F. Diamond, K. Gupta) was out yesterday. One interesting result is that almost 90% of respondents believe the BoJ has less than a 50/50 shot of hitting its 2% inflation t
Page: HOUSE_OVERSIGHT_030849 →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_031115
30 years, but think this will be trumped by profit taking in JGBs after the fiscal year end. • Our latest Inflation Expectations Survey (F. Diamond, K. Gupta) was out yesterday. One interesting result is that almost 90% of respondents believe the BoJ has less than a 50/50 shot of hitting its 2% inflation t
Page: HOUSE_OVERSIGHT_031115 →Page HOUSE_OVERSIGHT_031117
[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. Morgan Securities plc Leo Evans (44-20) 7742-2537 [email protected] J.P. Morgan Secu
Page: HOUSE_OVERSIGHT_031117 →Sponsored
Mutual Connections (16)
Entities connected to both Matthew Lehmann and K. Gupta
JPMorgan Chase
ORGANIZATION13 w/ Matthew·3 w/ K.
SG
Seamus Mac Gorain
PERSON11 w/ Matthew·3 w/ K.
John Normand
PERSON12 w/ Matthew·2 w/ K.
JL
Jan Loeys
PERSON11 w/ Matthew·2 w/ K.
Malaysia
LOCATION8 w/ Matthew·3 w/ K.
Leo Evans
PERSON7 w/ Matthew·3 w/ K.
NP
Nikolaos Panigirtzoglou
PERSON7 w/ Matthew·3 w/ K.
MSCI EM
ORGANIZATION7 w/ Matthew·2 w/ K.
Cyprus
LOCATION5 w/ Matthew·3 w/ K.
J.P. Morgan Securities plc
ORGANIZATION4 w/ Matthew·3 w/ K.
AM
Adrian Mowat
PERSON4 w/ Matthew·3 w/ K.
KU
Kuroda
PERSON3 w/ Matthew·3 w/ K.
European Credit
ORGANIZATION3 w/ Matthew·3 w/ K.
J.P. Morgan View
ORGANIZATION3 w/ Matthew·3 w/ K.
European Financials
ORGANIZATION3 w/ Matthew·3 w/ K.
F. Diamond
ORGANIZATION2 w/ Matthew·2 w/ K.