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Economic Research July 2016 Life After Brexit Sajjid Chinoy AC 91 226157 3386 sajjidzchinoyjpmorgancom JPMorgan Chase Bank NA Mumbai Branch Toshi Jain 91 226157 3387 toshijainjpmorgancom. U.S. investors ons are contained from page 23 of this report. www.danskeresearch.com Investment Research Over the last couple of months we have been arguing that the ECB’s quantitative easing programme wou ons are contained from page 23 of this report. www.danskeresearch.com Investment Research A month ago we argued in Emerging Market Briefe r : February 2015 , 17 February, that the ECB’s QE ons are contained from page 3 of this report. www.danskeresearch.com Investment Research — General Market Conditions  The Federal Reserve’s Senior Loan Officer survey covering Important ons are contained from page 2 of this report. www.danskeresearch.com Investment Research — General Market Conditions  There is no reason to expect Denm ark to leave the pe ons are contained from page 6 of this report. www.danskeresearch.com Investment Research — General Market Conditions It took a while but now the pattern is becoming very clear: the weak Q1 i ons are contained from page 2 of this report. www.danskeresearch.com Investment Research — General Market Conditions  R ouble weakens on oil, resilient to Greece .  We expec ons are contained from p age 5 of this report. www.danskeresearch.com Investment Research — General Market Conditions  The overall recovery in the rouble since the start of the year SSR Biographical presentation. 6-9 week SSR Project (Part 1). You will be reading a biography or autobiography for a person of your choosing. (This is still subject to my approval!). This person must have made some kind of impact in society. In other words, you may not choose a celebrity simply because they are extremely rich and famous—they must have made some significant contribution to society.. Delivering a Full Market Perspective. 2 For . Professional Investor Use Only. Not for Public Distribution. Please see DISCLOSURES at the back for important information regarding this presentation.. Vail 2015. Liberty broadband. (LBRDK). Patrick Brennan, CFA Robert Mori, CFA. Brennan Asset Management Mori Huston Partners. Guide. Overview. Cable=Great Business. TWC and Bright House Deal Overview/Projections. ons are contained from page 2 of this report. www.danskeresearch.com Investment Research — General Marke t Conditions  R ouble weakens on oil and Chinese woes .  The central What to bring. A flash drive with all of your files. If you embedded any videos or formulas in an excel file, please include those as separate files, along with your ePoster. We . also recommend . bringing . What is a Presentation?. presentation as a . means of communication . that can be adapted to various speaking situations, such as :. talking to a group,. addressing a meeting . briefing a team. . Effective presentations usually require .