James Sullivan @jimsully
Singapore Joined April 2009-
Tweets22
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Followers110
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Following372
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📈 The U.S. stock market is just off its highest level ever, yet business confidence is at a historic low. How can both be true? James Sullivan, Head of Equity Research APAC, in this week's Minute on the Market 📊 explains.
Global Market Outlook| Markets are pricing in around 125 bps hike in rates from now to 2024 from the Fed, says James Sullivan, MD-APAC Eq Research @jpmorgan. He also says incremental statistics from #Omicron have been relatively benign. @Nigel__Dsouza @_anujsinghal @_prashantnair
Speaking to BloombergQuint on Day 2 of J.P. Morgan #India Summit...Guests are highlighting the clear roadmap and rules of the road for development in India across the technology stack, from semis to networks to internet platforms. Thanks Niraj Shah! bit.ly/2pbqOyV
#OnCNBCTV18 | James Sullivan of JPMorgan remains cautious on buying equities. In conversation with @_soniashenoy @latha_venkatesh, he says that a sectoral shift would be the key to be monitored by investors
#OnCNBCTV18 | “Believe India would need big reform to support sustainable economic growth”, says James Sullivan of JPMorgan in conversation with @_soniashenoy @latha_venkatesh
High frequency data showing 20% chance of an economic rebound...S&P pricing in a 83% chance. We forecast a 70% drop in profits 1H20, and global GDP 4% lower than trend YE21. The data, or the market? cnbc.com/video/2020/05/…
What happens when a massive wall of money (USD17tr in M2 growth) meets a very deep hole (3/4 of a year of earnings that will not be replaced)? It creates a wave...but remember...waves break... bloomberg.com/news/videos/20…
Live...from my study... - Liquidity tug of war with Economic realities... - Too early for "re-opening" trades... - Post GFC saw creation of a more stable global financial system, post-COVID will see the creation of a more robust / recoverable global manufacturing system.
#OnCNBCTV18 | James Sullivan, @jpmorgan tells @_anujsinghal, @latha_venkatesh & @SurabhiUpadhyay that #GDP & PMI numbers are now the worst on record & that what we are seeing now is a battle between #liquidity & #economic realities
@AndrewAu Did the same thing a month or two ago....haven’t missed it one day since....
Marist Men's 4+ raced in the petite final this morning at the IRA against crews from Harvard, Navy, Wisconsin,... fb.me/7T4Y1879c
James Sullivan has completed 21 Km in a time of 01:41:00.5. sportstats.asia/display-result… via @Sportstats
Heat Stress, Plasma Volume, and the Benefits of Dehydration flip.it/JoX0A
@williambaobean Singapore... Sunny blue skies...
RT @jmangotweets: New Yorker's subscription based iPad app now has 100,000 subscribers: http://goo.gl/2F9f1
RT @jmangotweets: Apple now has more money than the US government: http://goo.gl/KylrZ
James Sullivan- CNBC's Straight Talk on wireless data and 3G youtube.com/watch?v=ECcxFo… via @youtube
James Sullivan on CNBC video.cnbc.com/gallery/?video… via @CNBC
Keppel roadd all kinds of backed up today...
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