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.( O'Malley 4 EFTA_R1_00470163 EFTA01981561 Jan L Global Asset Airoc The J.P. Morgan View 11 July 2014 Forecasts & Strategy Interest rates Unded States Euro area United ICmgdom Japan Emerging markets Credit Markets US high grade (bp over UST) Euro high grade (asset swap sprd) USI) high yield
0.8% 0.6% - 0.0% 0.2% 0.0% -0.2% - -0.4% 8.6% - -0.8% - -1.0% USD JPY EUR G8P CHF CAD AUD TWI Scone: Noonan .J.P.Morgan More details in . FX Markets Weekly. John Normand et al. Commodity Markets Outlook .4 Strategy. Colin Fenton et al. Oil Markets Monthly. Cohn Fenton et al. Natural Gas Weekly. Scott
on The J P Morgan View 09 November 2012 Global Economic Outlook Summary J.P.Morgan Real GDP %over a year ago 2011 2012 2071 1012 2012 The Americas United States 1.8 22 1.7 2.0 1.3 Canada 2.6 2.2 2.1 1.8 1.9 Latin America 42 2.9 3.9 2.8 2.4 Argentina 8.9 2.7 3.6 24 -32 &a
g ahead of the fiscal cliff, and lower USD/CNY forwards due to avoidance of US-China trade conflict (sec An FX guide to America's toss-up election. FX Markets Weekly, Nov 2). The only surprise has been that FX volatility remains so subdued (VXY unchanged at 7.4%) in a week when the trade-weighted dollar and equi
A, ova. prenous prod. say Consumer prices N wet a )ea• ago 2011 2012 2013 2012 3012 4012 1013 2013 3Q13 4013 2012 4012 2013 4013 The Americas United States 1.8 2.3 1.8 1.3 3.1 1.5 1.0 1.5 2.5 3.0 1.9 1.9 1.6 1.4 Canada 2.6 2.0 1.7 1.7 0.6 1.5 1.7 2.0 2.2 2.5 1.6
.5% - 2.0% - 1.5% 1.0% - 0.5% 0.0% 45% -1.0% 1 J.P.Morgan I ' -1.5% - USD JPY EUR GBP CHF CAD AUD TWI Source:. Morgan More details in ... FX Markets Weekly, John Normand et al. Commodity Markets Outlook 8 Strategy. Cohn Fenton et al. Oil Markets Monthly. Cohn Fenton et al. Daily Metals Note. Cohn Fem
nge in USD 0.8% 1 0.6% - 0.4% - 0.2% - 0.0% -0.2% - -0.4% - -0.6% -0.8% - -1.0% - USD JPY EUR GBP CHF CAD AUD Source: J.P. Morgan More details in ... FX Markets Weekly, John Normand et al. Commodity Markets Outlook & Strategy, Colin Fenton et al. Oil Markets Monthly, Colin Fenton et al. Daily Metals Note, Colin Fent
Page: HOUSE_OVERSIGHT_030851 →om Global Asset Allocatior The J.P. Morgan View 28 March 2013 Global Economic Outlook Summary 2011 Real GDP % over a year ago 2012 2013 2014 3Q12 The Americas United States Canada Latin America Argentina Brazil Chile Colombia Ecuador Mexico Peru Uruguay Venezuela Asia/Pacific Japan Australia New Zealand Asi
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