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The J.P. Morgan View: Local forces are dominating
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 →s under the EU's Resolution & Recovery Directive (RRD) will be brought forward to 2015 from the current 2018 time-frame. • As such, our colleagues in European Credit have examined the implications of changing recovery rate expectations across the bank capital structure. Assuming that covered bonds remain outside t
Page: HOUSE_OVERSIGHT_030846 →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 →olution & Recovery Directive (RRD) will be brought forward to 2015 from the current 2018 time-frame. More details in ... • As such, our colleagues in European Credit have examined the implications of US Credit Markets Outlook and Strategy, Eric Beinstein changing recovery rate expectations across the bank capital
Page: HOUSE_OVERSIGHT_030850 →The J.P. Morgan View: Local forces are dominating
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 →s under the EU's Resolution & Recovery Directive (RRD) will be brought forward to 2015 from the current 2018 time-frame. • As such, our colleagues in European Credit have examined the implications of changing recovery rate expectations across the bank capital structure. Assuming that covered bonds remain outside t
Page: HOUSE_OVERSIGHT_031116 →Entities connected to both K. Gupta and European Credit

JPMorgan Chase
ORGANIZATION
Cyprus
LOCATION
Malaysia
LOCATIONKuroda
PERSONAdrian Mowat
PERSON
J.P. Morgan View
ORGANIZATIONJ.P. Morgan Securities plc
ORGANIZATION
Leo Evans
PERSONEuropean Financials
ORGANIZATIONNikolaos Panigirtzoglou
PERSONSeamus Mac Gorain
PERSON
Matthew Lehmann
PERSONMSCI EM
ORGANIZATIONJan Loeys
PERSON
John Normand
PERSON
F. Diamond
ORGANIZATION