HOUSE_OVERSIGHT_025246.jpg
3.49 MB
Extraction Summary
5
People
14
Organizations
7
Locations
1
Events
1
Relationships
3
Quotes
Document Information
Type:
Financial market report / newsletter
File Size:
3.49 MB
Summary
This document is page 5 of a J.P. Morgan 'Eye on the Market' report dated April 9, 2012, authored by CIO Michael Cembalest. The report discusses US market valuations (P/E multiples) and expresses significant concern regarding Spain's economic stability compared to other European nations like Greece and Ireland. The document bears a Bates stamp 'HOUSE_OVERSIGHT_025246', indicating it was obtained during a House Oversight Committee investigation, likely regarding J.P. Morgan's internal records.
People (5)
| Name | Role | Context |
|---|---|---|
| Michael Cembalest | Chief Investment Officer |
Author of the 'Eye on the Market' report.
|
| Kevin Brady | Representative |
Cited in sources regarding 'States of Bankruptcy' report.
|
| Jim DeMint | Senator |
Cited in sources regarding 'States of Bankruptcy' report.
|
| DeLong | Academic (Berkeley) |
Cited in sources regarding 'Fiscal Policy in a Depressed Economy'.
|
| Summers | Academic (Harvard) |
Cited in sources regarding 'Fiscal Policy in a Depressed Economy'.
|
Organizations (14)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Publisher of the report.
|
|
| JPMorgan Chase & Co. |
Parent company mentioned in disclaimer.
|
|
| Morgan Stanley |
Source of analyst forecasting data.
|
|
| Apple |
Mentioned as a major contributor to S&P returns.
|
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| Standard & Poor's (S&P) |
Index referenced for returns.
|
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| FactSet |
Source for EPS chart.
|
|
| Joint Economic Committee Republicans |
Source of cited report.
|
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| Pew Center |
Source of cited report.
|
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| Moody's |
Source of bond default data.
|
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| IMF |
International Monetary Fund, source for Spain data.
|
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| OECD |
Source for economic data.
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| World Bank |
Source for labor rigidity data.
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| CEPS |
Source for housing overhang data.
|
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| ECB |
European Central Bank, mentioned regarding financing for Spain.
|
Timeline (1 events)
April 9, 2012
Publication of J.P. Morgan 'Eye on the Market' report.
New York (implied by J.P. Morgan HQ)
Locations (7)
| Location | Context |
|---|---|
|
Subject of Q&A in title.
|
|
|
Primary focus of economic concern in the report.
|
|
|
Compared to Spain in economic metrics.
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Compared to Spain in economic metrics.
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Compared to Spain in economic metrics.
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Compared to Spain in economic metrics.
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Region mentioned regarding structural problems.
|
Relationships (1)
Listed as Chief Investment Officer for J.P. Morgan
Key Quotes (3)
"The place that worries me the most: Spain."Source
HOUSE_OVERSIGHT_025246.jpg
Quote #1
"Spain has defaulted 13 times since 1500 AD; it’s probably going to take a lot of bilateral aid and ECB financing to prevent another one."Source
HOUSE_OVERSIGHT_025246.jpg
Quote #2
"According to Morgan Stanley, analysts are forecasting the highest percentage of companies posting 2013 margin expansion since 1970, and by a very wide margin."Source
HOUSE_OVERSIGHT_025246.jpg
Quote #3
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