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Who's who
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Shairp David
Tuesday August 24,2010,
David is a strategist within JP Morgan Global Market Asset Group (GMAG) and is responsible for communicating J.P. Morgan’s economic and asset allocation strategy. An employee since 2004, David previously worked at BNP Paribas as a strategist, chief economist and head of research.
Linked articles
Strategy Two big macro themes the strategic investor should be looking at
The two big macro themes that investors should keep in mind are those of deleveraging and rebalancing. There has been a ream of insight written about fiscal sustainability over the past three years, but the most important question lies in whether there will be an offsetting (...)
Opinion The monetary policy crapshoot
One of the key factors driving the relentless move up in equity markets has been the massive surge in liquidity supplied by central banks. One of the biggest risks in the second quarter is whether the liquidity tailwind turns into a headwind for (...)
Opinion Greece: awaiting the inevitable
The credit default swap market is pricing in a 65% probability of a default within the next five years.
Opinion Middle East turbulence: Impact on economic activity and risk assets.
There are no clear answers, given the fluidity of the situation and uncertainty over whether violence will spread further...
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