Trichet
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HOUSE_OVERSIGHT_025229.jpg
This J.P. Morgan 'Eye on the Market' document from August 2011 shares an internal note regarding severe market setbacks and the global recovery. It analyzes the European debt crisis, specifically Italy's debt and the ECB's stance, discusses the 50-50 odds of a US recession, and outlines the firm's defensive investment strategy of underweighting European assets and reducing equity exposure.
Financial market commentary / internal note
2025-11-19
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