EFTA01146217Set 9
2012-10-268p6,030w
intact. We think it is. Our commodity strategist, Commodity Markets Outlook & Strategy.
Colin Fenton, estimates that capex has still not expanded production capacity Cohn Fenton et al.
enough for supply ... catch up with demand for metals and that demand from Oil Markets Monthly. Cohn Fenton et al.
other countries outside China over the next 10 years will keep the supercycle ... Daily Metals Note. Cohn Fenton et al.
going (see Commodity Mementos, Oct 25).
Agriculture Weekly. Dietz et al.
4
EFTA01146220
Jan Loeys
1-212) 834-5874
Global Asset Allocation
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146217.pdf
EFTA01146788Set 9
2012-08-318p6,176w
focus as we get closer to the US presidential election.
• Our commodity strategist Colin Fenton has also raised the issue that a release
from strategic reserves could make it easier ... Outlooks Strategy, Cohn
are not forecasting such an event. However, negotiations with Iran have Fenton et al.
broken down and the IAEA's latest report out yesterday showed further ... Markets Monthly. Fenton et al.
development ofuranium enrichment capabilities. As such, it does appear
Daily Metals Note. Fenton et al.
prudent to have some hedges against such a scenario
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146788.pdf
EFTA01146380Set 9
2012-10-128p6,029w
Mediterranean around 50 miles from
the Syrian border (see Daily Oil Note, Fenton et al., Oct 10). The threat to
these pipelines seems low, while the conflict is limited ... harvest is essentially over and that planting conditions for the new crops Cohn Fenton et al.
are much improved and high prices mean much higher future supply. Oil Markets Monthly ... Cohn Fenton et al.
Agriculture prices have historically exhibited an element of mean reversion Daily Metals Note, Cohn Fenton et al.
precisely due to this dynamic and we believe they
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146380.pdf
EFTA01981558Set 10
2014-07-118p6,835w
driven by higher global demand as the global economy expands at a faster Colin Fenton et al.
growth rate as well as weaker supply growth, largely in Iraq and Libya ... Markets Monthly. Cohn Fenton et al.
• Recent reports of a peace agreement in Libya between the rebels and the Natural Gas Weekly. Scott Speaker and Shikha
government caused Brent ... depending on the severity of the recession (Oil
Market Monthly: Sweet Sixteen. Sour Seventeen, Fenton et al., Jul 9).
4
EFTA_R1_00470163
EFTA01981561
Jan L Global Asset Airoc .J.P.Morgan
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981558.pdf
EFTA01177347Set 9
8p5,984w
natural gas and long corn vs. Live Cattle (see Commodity Monzentos,
Colin Fenton, May 31).
• In energy markets, Asian LNG prices have been in an upward trend since the More ... This coupled with the recent fall in oil prices has led Asian LNG for Fenton et al.
summer delivery to be priced above oil. While natural ... tightest over the summer, thus likely pushing up
oil prices (see Daily Oil Note, Fenton et al., May 31).
An 1,2012 4
EFTA01177350
Global Asset Allocation
The J.P. Morgan
https://www.justice.gov/epstein/files/DataSet%209/EFTA01177347.pdf
EFTA01148765Set 9
8p5,957w
which offset declines in base metals and agriculture. Yesterday, our commod-
ity strategist Colin Fenton took profit on the short leg of his EM Asia vs. US
commodity basket ... bullish view (see Commodity
Mementos: Exit Commodity Bear Basket - Buy Gas Vol, C. Fenton, Nov 10).
• In contrast to crude markets, base metals still give us some cause for concern ... Cohn
falls or if the Deficit Supercommittee fails and political gridlock worsens in the Fenton et al.
US. The gas puts would also benefit from a warm winter
https://www.justice.gov/epstein/files/DataSet%209/EFTA01148765.pdf
EFTA00598496Set 9
2013-01-048p6,246w
John Normand et al.
by year end (see Commodity Markets Outlook and Strategy, Colin Fenton et
Commodity Markets Outlook 8 Strategy.
al., Dec 18, 2012).
Cohn Fenton ... Markets Monthly. Cohn Fenton et al.
Daily Metals Note. Cohn Femme et al.
Agriculture Weekly. Dietz et al.
4
EFTA00598499
Jan Loeys Global Asset Allocation JP Morgan
https://www.justice.gov/epstein/files/DataSet%209/EFTA00598496.pdf
EFTA01147088Set 9
2012-07-302p601w
Katherine C Khor, Michael Feroli, Srini Ramaswamy, John Normand, Colin
R Fenton
Abstract: • Investors appear paralyzed by the pending US fiscal cliff, understandable given both (i)
enormous stakes ... Head of US Liquid Markets Strategy;
• John Normand. Head of Global FX Strategy:
• Colin Fenton. Chief Commodities Strategist.
• Details and specifics:
• Tuesday. August 7th. at 9:00am ET
• DIAL
https://www.justice.gov/epstein/files/DataSet%209/EFTA01147088.pdf
EFTA01169186Set 9
8p5,861w
means that DM demand is
unlikely to improve anytime soon. Our commodity strategist, Colin Fenton,
was stopped out of his outright long copper, corn and wheat positions but he
retains ... which is at its lowest since the beginning of the year, as strong Asian Fenton et al.
demand pushes up Dubai prices relative to Brent. We remain of the view
https://www.justice.gov/epstein/files/DataSet%209/EFTA01169186.pdf
EFTA01070576Set 9
2011-08-113p2,223w
first phase.
The Gold Parabola
A colleague at J.P. Morgan Chase Bank, Colin Fenton, published a paper predicting $2,500 gold prices this year. Colin's view
is a complicated ... gold parabola; client call next Monday
Michael Cembalest
Chief Investment Officer
Colin Fenton's paper: "What does the US debt downgrade mean for commodities?", J.P. Morgan Global Commodities Research,
August
https://www.justice.gov/epstein/files/DataSet%209/EFTA01070576.pdf
EFTA00148081Set 9
2021-01-2741p24,032w
Rotunda.
Man Who Livestreamed Capitol Storming Turns Himself In. The Baltimore Sun
(1/26, Fenton, 629K) reports the FBI said that Andrew Ryan Bennett, who "who reportedly
livestreamed inside ... capture.
Former Baltimore Police Officer Sentenced Over Stolen Contraband.
The Baltimore Sun (1/26, Fenton, 629K) reports former Baltimore Police officer Victor Rivera
was sentenced Tuesday to 14 months in prison
https://www.justice.gov/epstein/files/DataSet%209/EFTA00148081.pdf
EFTA00161276Set 9
2021-03-238p6,643w
Meng's electronic devices, should invalidate the extradition.' On Monday, Meng's
attorney, Scott Fenton 'said that retired Royal Canadian Mounted Police (RCMP) staff sergeant Ben Chang would have been ... whether police wrongfully shared identifying details about Meng's electronic devices with
the FBI. Fenton further claimed that the RCMP failed to review or preserve Chang's texts and emails
https://www.justice.gov/epstein/files/DataSet%209/EFTA00161276.pdf
EFTA01181328Set 9
2012-09-145p2,623w
would likely suffer should a material conflict threaten oil supply. Our commodity strategist,
Colin Fenton, has this week raised his probability of a conflict between Iran and Israel ... from 10%-15% previously
(see Commodity Memento, Fenton, 13 Sep).
• Base metals have outperformed other commodities considerably this week following on from China's announcement of
a large package
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181328.pdf