J.P. Morgan internal market outlook memo referencing Obama ‘Pivot to Asia’ and fiscal cliff dynamics

J.P. Morgan internal market outlook memo referencing Obama ‘Pivot to Asia’ and fiscal cliff dynamics The document is an internal investment note that discusses macroeconomic forecasts and asset allocation strategy. It contains no concrete allegations, financial transactions, or links to high‑level officials beyond generic references to the Obama administration’s Asia policy. While it hints at political events (Fiscal Cliff, Obama Pivot), it offers no actionable leads for investigation. Key insights: Memo authored by a JPMorgan Global Investment Office (GIO) email address.; Advocates a ‘Go East’ allocation, favoring Japan and emerging‑market Asia equities.; Mentions the Obama administration’s ‘Pivot to Asia’ as a contextual factor.