Epstein Secrets

1 From: US GIO Sent Fri 7/25/2014 11:03:38 PM Subject: The J.P. Morgan View : Risks and timing JPM The J.P. Morgan View 2014-07-25 1451182.pdf J. P. Morgan The J.P. Morgan View: Risks and timing Global Asset Allocation • Asset allocation — Core views arc tracking. The risks around them, from lower g

by visiting https:ninnuti.comfresearebdiselosures calling 1-800-477-0406, or e-mailing rescarch.disclosureinauiriethilmnorgan.com with your request. J.P. Morgan's Strategy. Technical, and Quantitative Research teams may screen companies not covered by J.P. Morgan. For important disclosures for these companies

nt month Brent futures have weakened by around S5/bbl, trading around $107/bbl and are almost flat in the last week. The weak demand in the physical North Sea crude markets has continued to weigh on the front end of the curve, now in contango through Nov 2014. The combination of seasonal high in global re

Ql eps 17c and revenues $877M (reduces revenue view citing pricing power) * Molycorp files 10 million share secondary offering for holders through JP Morgan & Morgan Stanley * Focus Media (FMCN) swings to Q1 profit on broad top line growth & wider gross margins (beats estimates) * Bullish sentiment decr

finance minister Christine Lagarde confirms that she will stand as a candidate to head the IMF * Cloud of volcanic ash from Iceland drifts across North Sea to Germany (could ground 600 flights today) * U.K. 01 GDP rises 0.5% (matching estimates) as exports offset weak consumption (exports +3.7%) *

g Brent time spreads (long front vs. third futures contract), long industrial metals, long US natural gas and short agriculture. Production losses in the North Sea should support our Brent trade, while the current econo mic rebound in China should push industrial metals higher. US Natural gas should benefit from

mpany, calling 1-800-477-0406, or e-mailing [email protected] with HOUSE_OVERSIGHT_031123 --- PAGE BREAK --- your request. J.P. Morgan's Strategy, Technical, and Quantitative Research teams may screen companies not covered by J.P. Morgan. For important disclosures for these companies,