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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
[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_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
[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 J.P. Morgan View
JPMorgan Chase
ORGANIZATION13 w/ Matthew·3 w/ J.P.
SG
Seamus Mac Gorain
PERSON11 w/ Matthew·3 w/ J.P.
John Normand
PERSON12 w/ Matthew·2 w/ J.P.
JL
Jan Loeys
PERSON11 w/ Matthew·2 w/ J.P.
Malaysia
LOCATION8 w/ Matthew·3 w/ J.P.
Leo Evans
PERSON7 w/ Matthew·3 w/ J.P.
NP
Nikolaos Panigirtzoglou
PERSON7 w/ Matthew·3 w/ J.P.
MSCI EM
ORGANIZATION7 w/ Matthew·2 w/ J.P.
Cyprus
LOCATION5 w/ Matthew·3 w/ J.P.
J.P. Morgan Securities plc
ORGANIZATION4 w/ Matthew·3 w/ J.P.
AM
Adrian Mowat
PERSON4 w/ Matthew·3 w/ J.P.
KU
Kuroda
PERSON3 w/ Matthew·3 w/ J.P.
K. Gupta
ORGANIZATION3 w/ Matthew·3 w/ J.P.
European Credit
ORGANIZATION3 w/ Matthew·3 w/ J.P.
European Financials
ORGANIZATION3 w/ Matthew·3 w/ J.P.
F. Diamond
ORGANIZATION2 w/ Matthew·2 w/ J.P.