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The J.P. Morgan View: Local forces are dominating
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 →[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 Securities plc If you no longer wish to receive these e-mails then click here to unsubscri
Page: HOUSE_OVERSIGHT_030847 →[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 Securities plc YTD returns through Mar 27 %, equities are in lighter color. Topix* | S&P50
Page: HOUSE_OVERSIGHT_030848 →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 →The J.P. Morgan View: Local forces are dominating
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 →[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 Securities plc If you no longer wish to receive these e-mails then click here to unsubscri
Page: HOUSE_OVERSIGHT_031117 →Entities connected to both J.P. Morgan View and Leo Evans

Matthew Lehmann
PERSON
JPMorgan Chase
ORGANIZATIONSeamus Mac Gorain
PERSON
Malaysia
LOCATION
John Normand
PERSON
Cyprus
LOCATIONJan Loeys
PERSONJ.P. Morgan Securities plc
ORGANIZATIONAdrian Mowat
PERSON
K. Gupta
ORGANIZATIONEuropean Credit
ORGANIZATIONMSCI EM
ORGANIZATIONEuropean Financials
ORGANIZATIONNikolaos Panigirtzoglou
PERSONKuroda
PERSON
F. Diamond
ORGANIZATION