Epstein Secrets

t are strong positives. At this point, we see more upside on our European growth forecasts than in the US. In addition, as we argued in last week's Flows & Liquidity, Who is driving the great rotation?, Aug 2, US investors are moving from fixed income into equities but we are not seeing this rotation in Europe, g

ng around 2.6% for almost two months and FX volumes down to their typical August lows, the dollar index is freefalling. The trade-weighted currency (JPMQUSD) has declined for four of the past five weeks, and while moves have been inconsistent across pairs, some of this year's biggest losers (JPY, GBP, NZ

s and Holly Huffman Key trades and risk: Emerging Market Equity Strategy, Adrian !dowel et al. European Equity Strategy, Mislay Matejka., et at. Flows & Liquidity, Nikos Panigidzoglou et al. 2 EFTA_R1_00470161 EFTA01981559 Jan L Global Asset Allocation The J.P. Morgan View 11 lAv2014 inflation. We expe

The J.P. Morgan View 11 aty2014 rationale across currencies. There are no significant forecast changes this month. We still expect the USD index (JPMQUSD) to rise 1% in Q3 and another 1.5% in Q4, with significant dispersion across pairs. Those currencies that should fall by year-end include (Q4 targe

t are strong pos=tives. At this point, we see more upside on our European growth forecasts =han in the US. In addition, as we argued in last week's Flows & Liquidity, Who is driv=ng the great rotation?, Aug 2, US investors are moving from fixed inco=e into equities but we are not seeing this rotation in Europe, g

ng around 2=6% for almost two months and FX volumes down to their typical August lows,=the dollar index is freefalling. The trade-weighted currency (JPMQUSD) has=declined for four of the past five weeks, and while moves have been inconsistent across pairs, =ome of this year's biggest losers (JPY, GBP, NZ