4
Shared Docs
3
Same-Page
12 / 4
Mentions
Microsoft Word - 07-25-11 - EOTM - White Castle.docx
60% ceiling AX 50% =e Debt limit to 3x 40% gov. receipts 30% —> 2x 20% 1x 1950 1956 1962 1968 1974 1980 1986 1992 1998 2004 2010 Source: OMB, BEA, J.P. Morgan Private Bank. Over the last few days, the Gang of Six plan, the Reid-McConnell plan and the Obama-Boehner plan have all been raised up the flagpole and then lowe
Page: HOUSE_OVERSIGHT_025221 →explain how they get to the President’s baseline in the first place. 1 HOUSE_OVERSIGHT_025221 --- PAGE BREAK --- Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits
Page: HOUSE_OVERSIGHT_025222 →Industrial production Index, 100 = January 2007 110 105 100 95 90 85 80 15 2007 2009 2010 2011 Source: INE, CSO, ISTAT, NSS, Eurostat, Bundesbank, J.P. Morgan Securities LLC, J.P. Morgan Private Bank. Periphery = Portugal, Ireland, Italy, Greece, Spain. 2008 * The current EFSF lending capacity is Eur 255 b
Page: HOUSE_OVERSIGHT_025223 →Eye on the Market I September 25, 2011 J.P Morgan mean meet a Topics: A note from the European Banking Authority As per the note below, the European Banking Authority (EBA) holds the global inve
6x 5x Foreign banks 4x • Domestic banks 3x 2x 1x Ox Japan cb 16. \fr C4 S‘ OS co et <„ 04,0% ge S %Os Source: Federal Reserve, ECB, J.P. Morgan Private Bank. Data as of 2010. 'Select liabities include deposits and other debt securities. EuroStoxx Banks Index: reality finally sets In Price-to-book ratio
h client and is serviced through distinct legal entities licensed for specific whines. Bank. trust and investment management services are provided by J.P. Morgan Chase Bank. N.A. and its affiliates. Securities are offered through J.P. Morgan SeCtilifiti LLC (JPUS). Member NYSE. FINRA and SIPC Securities products purchas
crisis: is this a banking problem?", Jordi Gual, iESE Business School, September 2011 NPL = Non-performing loan ECB = European Central Bank EFSF = European Financial Stability Facility The material contained herein is intended as a general market commentary. Opinions expressed herein are those of Michael Conbalect and may differ fr
Eye on the Market I September 25, 2011 J.P Morgan mean meet a Topics: A note from the European Banking Authority As per the note below, the European Banking Authority (EBA) holds the global inve
6x 5x Foreign banks 4x • Domestic banks 3x 2x 1x Ox Japan cb 16. \fr C4 S‘ OS co et <„ 04,0% ge S %Os Source: Federal Reserve, ECB, J.P. Morgan Private Bank. Data as of 2010. 'Select liabities include deposits and other debt securities. EuroStoxx Banks Index: reality finally sets In Price-to-book ratio
h client and is serviced through distinct legal entities licensed for specific whines. Bank. trust and investment management services are provided by J.P. Morgan Chase Bank. N.A. and its affiliates. Securities are offered through J.P. Morgan SeCtilifiti LLC (JPUS). Member NYSE. FINRA and SIPC Securities products purchas
crisis: is this a banking problem?", Jordi Gual, iESE Business School, September 2011 NPL = Non-performing loan ECB = European Central Bank EFSF = European Financial Stability Facility The material contained herein is intended as a general market commentary. Opinions expressed herein are those of Michael Conbalect and may differ fr
Eye on the Market, July 25, 2011
s the foundations of the fiscal self-responsibility that EMU is built on". CBO Congressional Budget Office OMB • Office of Management and Budget EFSF European Financial Stability Facility FICA Federal Insurance Contributions Act EU European Union IMF International Monetary Fund HOUSE_OVERSIGHT_031163 --- PAGE BREAK --- IF Institute o
Page: HOUSE_OVERSIGHT_031163 →antee of future results. References to the performance or character of our portfolios generally refer to our Balanced Model Portfolios constructed by J.P. Morgan. It is a proxy for client performance and may not represent actual transactions or investments in client accounts. The model portfolio can be
Page: HOUSE_OVERSIGHT_031164 →Entities connected to both JPMorgan Chase and European Financial Stability Facility
J.P. Morgan Securities LLC
ORGANIZATIONMichael Cembalest
PERSON
Barack Obama
PERSON
Harry Reid
PERSON
Credit Suisse
ORGANIZATION
Ronald Reagan
PERSON
Frankfurt
LOCATION
Mitch McConnell
PERSONthe European Monetary Union
ORGANIZATION
Bundesbank
ORGANIZATION
Western Europe
LOCATION
Central Bank
ORGANIZATION
the Institute of International Finance
ORGANIZATION
Jesus Christ
PERSON
Belgium
LOCATION
European Central Bank
ORGANIZATION
Office of Management and Budget
ORGANIZATION
Basel
ORGANIZATION
Alliance Bernstein
ORGANIZATIONEuroStoxx Banks
ORGANIZATION