EFTA
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15 results for “
"OW EM"
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EFTA01981558
Set 10
2014-07-11
8p
6,835w
would make us favor income over growth assets and for the moment keep us
OW
EM
. • Economics — Further cuts in Q2 Euro area and Japan bring global growth JPMergan Chase ... core. J.P. Morgan Securities plc • Equities — Divergent macro and flow momentum keep us
OW
EM
. Nikolaos Panigirtzoglou • Credit — The US HG sector that has lagged the broader HG market most ... equity.
EM
and commodity roll. US high grade (bp over UST) 124 110
OW
EM
across asset classes Euro high grade (asset swap sprd) 89 75 Relative macro momentum
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981558.pdf
EFTA01177347
Set 9
8p
5,984w
escalating euro crisis on economic data. Seamus Mac Gorain • Credit — We move to
OW
EM
$ Sovereigns vs.
EM
Corporates and Neutral (44-20) 7777-2906 European Senior Financials. seamus.macgorain@jiamorgan.com • Foreign ... Cylical sectors over the coming weeks, in our view. • Across regions we still like
OW
EM
Asia equities. This trade is predicated on an expectation that Chinese policy makers will
https://www.justice.gov/epstein/files/DataSet%209/EFTA01177347.pdf
EFTA01981552
Set 10
2014-07-11
6p
2,893w
would make us favor income over growth assets and for the moment keep us
OW
EM
. • Economics — Further cuts in Q2 Euro area and Japan bring global growth ... keeping us long periphery vs. core. • Equities — Divergent macro and flow momentum keep us
OW
EM
. • Credit — The US HG sector that has lagged the broader HG market most
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981552.pdf
EFTA01177346
Set 9
2012-06-01
1p
734w
escalating ono cows on economic data Seamus Man GOraln • Credit — We move to
OW
EMS
Sovereigns vs.
EM
Corporates and Neutral (44 20) 7777 2935 European Senior Financials. urn nucgoraniparentesun
https://www.justice.gov/epstein/files/DataSet%209/EFTA01177346.pdf
EFTA01170770
Set 9
8p
5,884w
bringing about a strong Consensus rebound in
EM
equities, motivating us to move to
OW
EM
equities and BRICs within
EM
(see below). 4.0 Fixed income 3.6 • Bonds sold
https://www.justice.gov/epstein/files/DataSet%209/EFTA01170770.pdf
EFTA01176904
Set 9
8p
5,973w
resolved quickly, this year's second half will look more like last year's. •
OW
EM
Asia equities is predicated on an expectation that Chinese policy makers will announce more
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176904.pdf
EFTA00678712
Set 9
2013-08-10
5p
2,773w
over the past month. • We think it too early to move back to
OW
EM
asset classes, given still downside risk on
EM
forecasts, and are instead trimming UWs selectively
https://www.justice.gov/epstein/files/DataSet%209/EFTA00678712.pdf
EFTA00955992
Set 9
2013-03-08
5p
2,784w
discussion). • We continue to focus most of our risk on cross-market trades:
OW
EM
vs DM, on strong
EM
inflows and the broader theme of spread compression; short
https://www.justice.gov/epstein/files/DataSet%209/EFTA00955992.pdf
EFTA00954951
Set 9
2013-02-15
5p
2,700w
sequestration raises the risk of a US growth disappointment in Q2, thus favoring our
OW
EM
vs. US. • Credit — Short interest in the major HY and
EM
credit ETFs
https://www.justice.gov/epstein/files/DataSet%209/EFTA00954951.pdf
EFTA00875398
Set 9
2013-02-08
4p
2,467w
OW
US housing sectors, i.e. US homebuilders and mortgage banks vs. the S&P500,
OW
EM
equities vs. S&P500. • Of these four themes, it is the overweight in Cyclical
https://www.justice.gov/epstein/files/DataSet%209/EFTA00875398.pdf
EFTA01181328
Set 9
2012-09-14
5p
2,623w
erased their August underperformance. Given still weak 2-month momentum, we are reluctant to
OW
EM
vs. DM equities. We recommend investors to focus on selected high-beta sectors within
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181328.pdf
EFTA01595561
Set 10
1p
511w
area., AS. law, Itlflieliato.11,110•01,Mpea..•
OW
.=
em
., ea lima MO MD A•11,000 Sib laii• 111•••••••..,%11111M011•0•ONINAPPINMMOntOOS ter lisinilaral. N spilitenel amts
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01595561.pdf
EFTA01146946
Set 9
2012-08-03
8p
5,946w
Credit — Carry is king in a weak growth, cheap money, low-volatility world.
OW
EM
credit and US high-yield. Seamus Mac Gorain (44-20) 7134-7761 Foreign exchange
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146946.pdf
EFTA01097880
Set 9
104p
28,040w
possible output bandpasses. (Full range is indicated by no lit LED's.) 0 Mn
ow
EM
Sub 5.7 Preset Recall The DC-One preset memory provides 60 factory program presets
https://www.justice.gov/epstein/files/DataSet%209/EFTA01097880.pdf
EFTA01486615
Set 10
2008-08-01
1p
238w
Jawn.1- From •••••• Oa a • PIII•00•0•Illa •••••••••• .Plaia. tom r•••• WIPP.
OW
-
em
.. 11.11•••• gra tottors• scums I POP •74 %sawn IMO + y II Wiittigrap rn•fdel
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01486615.pdf
Corpus: 1990-03-17 – 2025-12-01
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Results by Dataset
15 total
Set 9
11
Set 10
4