HOUSE_OVERSIGHT_026572.jpg
2.51 MB
Extraction Summary
8
People
5
Organizations
5
Locations
2
Events
2
Relationships
5
Quotes
Document Information
Type:
J.p. morgan global asset allocation report / financial research
File Size:
2.51 MB
Summary
This document is a J.P. Morgan 'Global Asset Allocation' report dated November 9, 2012, analyzing the market impact of the US Presidential election (Obama vs. Romney). The report discusses asset allocation strategies, noting that markets reacted negatively to the Obama victory and that the 'Romney scenario' is priced out. It lists contact information for several J.P. Morgan analysts and contains a Bates stamp (HOUSE_OVERSIGHT_026572), indicating it was part of a document production for the House Oversight Committee, likely related to the investigation into J.P. Morgan's relationship with Jeffrey Epstein, though Epstein is not mentioned in the text.
People (8)
| Name | Role | Context |
|---|---|---|
| Jan Loeys | Analyst/Author |
JPMorgan Chase Bank NA, Contact listed for Global Asset Allocation
|
| John Normand | Analyst/Author |
J.P. Morgan Securities plc, Contact listed
|
| Nikolaos Panigirtzoglou | Analyst/Author |
J.P. Morgan Securities plc, Contact listed
|
| Seamus Mac Gorain | Analyst/Author |
J.P. Morgan Securities plc, Contact listed
|
| Matthew Lehmann | Analyst/Author |
J.P. Morgan Securities plc, Contact listed
|
| Leo Evans | Analyst/Author |
J.P. Morgan Securities plc, Contact listed
|
| Barack Obama | US President (referenced) |
Referenced in context of election victory market reaction
|
| Mitt Romney | Presidential Candidate (referenced) |
Referenced in context of 'Romney scenario' being priced out of market
|
Organizations (5)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Document creator/Financial Institution
|
|
| JPMorgan Chase Bank NA |
Affiliation for Jan Loeys
|
|
| J.P. Morgan Securities plc |
Affiliation for other analysts
|
|
| ECB |
European Central Bank, mentioned regarding financial 'peace'
|
|
| House Oversight Committee |
Implied by Bates stamp 'HOUSE_OVERSIGHT_026572'
|
Timeline (2 events)
2012-11-06
Locations (5)
| Location | Context |
|---|---|
|
Market region, subject of election analysis
|
|
|
Market region
|
|
|
Emerging Markets Asia, investment focus
|
|
|
Economic data source
|
|
|
US Political capital, referenced regarding 'status quo'
|
Relationships (2)
Listed as contact with J.P. Morgan email
Election victory discussed in economic context
Key Quotes (5)
"The equity market has priced out the Romney win scenario"Source
HOUSE_OVERSIGHT_026572.jpg
Quote #1
"Equity markets are taking the Obama victory quite badly, with US stocks down some 4% on Wednesday and Thursday."Source
HOUSE_OVERSIGHT_026572.jpg
Quote #2
"By definition, the Romney scenario is now priced out of the market."Source
HOUSE_OVERSIGHT_026572.jpg
Quote #3
"The US elections confirm the status quo in Washington"Source
HOUSE_OVERSIGHT_026572.jpg
Quote #4
"Be long the dollar during the fiscal cliff negotiations."Source
HOUSE_OVERSIGHT_026572.jpg
Quote #5
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