HOUSE_OVERSIGHT_026575.jpg
2.04 MB
Extraction Summary
5
People
3
Organizations
3
Locations
2
Events
1
Relationships
4
Quotes
Document Information
Type:
J.p. morgan financial research report / newsletter
File Size:
2.04 MB
Summary
A J.P. Morgan 'Global Asset Allocation' report dated November 9, 2012, authored by Jan Loeys. The document analyzes market reactions to the US 'fiscal cliff' and Obama's re-election, recommending specific currency trades (short USD/JPY) and commodities positions (long gold). It also discusses Chinese economic data and growth projections. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was part of a document production for a congressional investigation, likely regarding J.P. Morgan's client relations.
People (5)
| Name | Role | Context |
|---|---|---|
| Jan Loeys | Author/Analyst |
J.P. Morgan Global Asset Allocation analyst, author of the report.
|
| Barack Obama | Politician |
Mentioned in context of election victory affecting Fed policy.
|
| John Normand | Analyst |
Listed under 'More details in...' for FX Markets Weekly.
|
| Colin Fenton | Analyst |
Listed under 'More details in...' for Commodity and Oil markets.
|
| Dietz | Analyst |
Listed under 'More details in...' for Agriculture Weekly.
|
Organizations (3)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Publisher of the report.
|
|
| Federal Reserve (Fed) |
Mentioned regarding monetary policy (QE).
|
|
| Washington |
Referring to the US Government/legislative body.
|
Timeline (2 events)
Locations (3)
| Location | Context |
|---|---|
|
Location of fiscal policy debates.
|
|
|
Subject of economic growth analysis.
|
|
|
Subject of fiscal cliff and credit rating discussion.
|
Relationships (1)
Header lists Jan Loeys under J.P. Morgan Global Asset Allocation.
Key Quotes (4)
"Washington needs at least a month to broker deferral of a decent part of the fiscal cliff before it can assume the monumental task of comprehensive fiscal reform next year"Source
HOUSE_OVERSIGHT_026575.jpg
Quote #1
"Stay short USD/JPY and buy USD vs high-beta (AUD, NZD, SEK and GBP) in cash and options"Source
HOUSE_OVERSIGHT_026575.jpg
Quote #2
"The strong gains in gold are probably due to the US election result as Obama’s victory means no change to Fed policy"Source
HOUSE_OVERSIGHT_026575.jpg
Quote #3
"We stay long gold."Source
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Quote #4
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