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Who's who
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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.
We are not convinced we have seen the end of deleveraging and thus are sceptical that equity markets are cheap...
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 (...)
There are no clear answers, given the fluidity of the situation and uncertainty over whether violence will spread further...
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