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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 mentions1 same-page
Page HOUSE_OVERSIGHT_030846Same page
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 →olved 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 Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_030846 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc
Page: HOUSE_OVERSIGHT_030846 →HOUSE_OVERSIGHT_031114 - HOUSE_OVERSIGHT_031117
The J.P. Morgan View: Local forces are dominating
From: US GIO <[email protected]>Mar 29, 2013
2 mentions1 same-page
Page HOUSE_OVERSIGHT_031116Same page
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 →olved 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 Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_031116 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc
Page: HOUSE_OVERSIGHT_031116 →Page HOUSE_OVERSIGHT_030848
Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morgan Securities plc Leo Evans (44-20) 7742-2537 [email protected] J.P. Morgan Securities plc YTD returns through Mar 27 %, equities are in lighter color. Topix* | S&P500 MSCI AC World* MSCI Europe* US High Yield GSCI TR Global Gov Bonds** Eur
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 →Sponsored
Mutual Connections (16)
Entities connected to both J.P. Morgan View and J.P. Morgan Securities plc
Malaysia
LOCATION3 w/ J.P.·4 w/ J.P.
Matthew Lehmann
PERSON3 w/ J.P.·4 w/ J.P.
Cyprus
LOCATION3 w/ J.P.·4 w/ J.P.
JPMorgan Chase
ORGANIZATION3 w/ J.P.·4 w/ J.P.
Leo Evans
PERSON3 w/ J.P.·4 w/ J.P.
SG
Seamus Mac Gorain
PERSON3 w/ J.P.·3 w/ J.P.
KU
Kuroda
PERSON3 w/ J.P.·3 w/ J.P.
European Financials
ORGANIZATION3 w/ J.P.·3 w/ J.P.
NP
Nikolaos Panigirtzoglou
PERSON3 w/ J.P.·3 w/ J.P.
AM
Adrian Mowat
PERSON3 w/ J.P.·3 w/ J.P.
K. Gupta
ORGANIZATION3 w/ J.P.·3 w/ J.P.
European Credit
ORGANIZATION3 w/ J.P.·3 w/ J.P.
John Normand
PERSON2 w/ J.P.·3 w/ J.P.
MSCI EM
ORGANIZATION2 w/ J.P.·2 w/ J.P.
JL
Jan Loeys
PERSON2 w/ J.P.·2 w/ J.P.
F. Diamond
ORGANIZATION2 w/ J.P.·2 w/ J.P.