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233dd5e0-aaab-456f-9936-39b8768ca090
| 199
|
WF-2023-annual-report_page_199.jpg
|
WF-2023-annual-report.pdf
|
{
"questions": [
{
"answer": [
"$7.5 billion",
"on an underlying loan servicing portfolio of $560 billion"
],
"question": "What was the value of Wells Fargo's residential mortgage servicing rights (MSRs) as of December 31, 2023?"
},
{
"answer": [
"prepayment rates",
"estimated borrower defaults",
"discount rates",
"cost to service",
"delinquency and foreclosure costs",
"contract servicing fee income",
"ancillary income",
"late fees"
],
"question": "What key assumptions are used in Wells Fargo's valuation model for residential mortgage servicing rights?"
},
{
"answer": [
"tests goodwill annually in the fourth quarter",
"compares fair value of reporting unit with carrying amount",
"uses discounted cash flow (DCF) analysis",
"incorporates assumptions about future financial forecasts",
"considers market approach using comparable publicly traded companies"
],
"question": "How does Wells Fargo assess the potential impairment of goodwill for its Consumer Lending reporting unit?"
}
]
}
|
What was the value of Wells Fargo's residential mortgage servicing rights (MSRs) as of December 31, 2023?
|
$7.5 billion, on an underlying loan servicing portfolio of $560 billion
|
claude-3-5-haiku-20241022
|
||
5e5f89d9-bb65-4ec3-805e-cd61741dab14
| 47
|
20200612_mprfullreport_page_47.jpg
|
20200612_mprfullreport.pdf
|
{
"questions": [
{
"answer": [
"Brazil showed significant volatility with sharp increases and decreases",
"China and Mexico remained relatively stable",
"Brazil's index rose to around 280 before declining sharply"
],
"question": "How have equity indexes for selected emerging market economies performed between 2016 and 2020?"
},
{
"answer": [
"Significant volatility in both equity and bond fund flows",
"Large negative and positive fund flow movements",
"Periods of substantial outflows and inflows"
],
"question": "What trends were observed in emerging market mutual fund flows during the period from 2008 to 2020?"
},
{
"answer": [
"Dollar appreciated nearly 5 percent since the start of the year",
"Mexican peso depreciated about 30 percent",
"Brazilian real depreciated about 16 percent",
"Chinese renminbi fluctuated in response to COVID-19 outbreak and policy actions"
],
"question": "How did the U.S. dollar exchange rates change for different currencies in early 2020?"
}
]
}
|
How have equity indexes for selected emerging market economies performed between 2016 and 2020?
|
Brazil showed significant volatility with sharp increases and decreases, China and Mexico remained relatively stable, Brazil's index rose to around 280 before declining sharply
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 91
|
d8814e8b-en_page_91.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"above 11%",
"more than double the overall unemployment rate of 5%"
],
"question": "What was the OECD average youth unemployment rate in July 2024?"
},
{
"answer": [
"contribute to alleviating labour shortages",
"provided migrants' skills can be matched with labour market needs",
"through well-designed immigration and integration policies"
],
"question": "How can immigration help address labor market challenges in OECD countries?"
},
{
"answer": [
"14 percentage points gender employment gap in 2023",
"underrepresented in ICT occupations",
"struggle to find jobs matching their qualifications",
"experience a 'child penalty' in career development"
],
"question": "What challenges do women face in the labour market according to the OECD data?"
}
]
}
|
What was the OECD average youth unemployment rate in July 2024?
|
above 11%, more than double the overall unemployment rate of 5%
|
claude-3-5-haiku-20241022
|
||
687e860a-52bf-44ec-8689-7fa0c0463097
| 6
|
2024088pap_page_6.jpg
|
2024088pap.pdf
|
{
"questions": [
{
"answer": [
"Borrowers planning to move forgo refinancing opportunities when rates drop",
"This leads likely movers to be selected into high rate gaps",
"Introduces bias in estimating the impact of rate gaps on mobility"
],
"question": "How do borrowers' refinancing opportunities impact residential mobility?"
},
{
"answer": [
"Probability of moving declines non-linearly as borrower rate gaps fall",
"Mobility rises over slightly positive rate gaps but flattens at higher gaps",
"Changes in rate gaps explain about 44% of the drop in mobility in 2022"
],
"question": "What is the relationship between rate gaps and residential mobility?"
},
{
"answer": [
"Rate gaps mainly influence short-distance moves within the same metro area or 30-mile radius",
"Short-distance moves are primarily motivated by consumption-related reasons",
"Limited scope for labor misallocation due to rate-driven lock-in"
],
"question": "How do rate-driven lock-in effects influence labor market mobility?"
}
]
}
|
How do borrowers' refinancing opportunities impact residential mobility?
|
Borrowers planning to move forgo refinancing opportunities when rates drop, This leads likely movers to be selected into high rate gaps, Introduces bias in estimating the impact of rate gaps on mobility
|
claude-3-5-haiku-20241022
|
||
233dd5e0-aaab-456f-9936-39b8768ca090
| 153
|
WF-2023-annual-report_page_153.jpg
|
WF-2023-annual-report.pdf
|
{
"questions": [
{
"answer": [
"interest rate risk",
"equity price risk",
"foreign currency risk",
"credit risk"
],
"question": "What types of derivatives does Wells Fargo use for economic hedge activities?"
},
{
"answer": [
"interest rate contracts",
"equity contracts",
"foreign exchange contracts",
"credit contracts"
],
"question": "What are the main categories of derivatives not designated as hedging instruments?"
},
{
"answer": [
"to hedge risk of changes in fair value of residential mortgage LHFS",
"derivative loan commitments",
"swaps",
"constant maturity mortgages",
"forwards",
"Eurodollar and Treasury futures",
"options contracts"
],
"question": "How does Wells Fargo use derivatives in its mortgage banking activities?"
}
]
}
|
What types of derivatives does Wells Fargo use for economic hedge activities?
|
interest rate risk, equity price risk, foreign currency risk, credit risk
|
claude-3-5-haiku-20241022
|
||
aacf1797-588f-4b39-82cc-6981e5ffb700
| 13
|
BLS-employmentsituation032025_page_13.jpg
|
BLS-employmentsituation032025.pdf
|
{
"questions": [
{
"answer": [
"17,784 thousand"
],
"question": "What is the civilian noninstitutional population for Asians in February 2024?"
},
{
"answer": [
"3.4%"
],
"question": "What was the unemployment rate for Asians in February 2024?"
},
{
"answer": [
"11,084 thousand"
],
"question": "How many Asians were employed in February 2024?"
}
]
}
|
What is the civilian noninstitutional population for Asians in February 2024?
|
17,784 thousand
|
claude-3-5-haiku-20241022
|
||
fb1ce55c-980a-42a0-b177-78fc79fdebc0
| 4
|
BLS-consumerpriceindex_jan2025_page_4.jpg
|
BLS-consumerpriceindex_jan2025.pdf
|
{
"questions": [
{
"answer": [
"1.1 percent"
],
"question": "How much did the energy index increase in January?"
},
{
"answer": [
"medical care index increased 0.2 percent",
"prescription drugs index increased 2.5 percent",
"hospital services index rose 0.9 percent",
"physicians' services index increased 0.1 percent"
],
"question": "What were the changes in medical care related indexes in January?"
},
{
"answer": [
"increased 3.0 percent",
"reached an index level of 317.671 (1982-84=100)"
],
"question": "What is the Consumer Price Index for All Urban Consumers (CPI-U) percentage change over the last 12 months?"
}
]
}
|
How much did the energy index increase in January?
|
1.1 percent
|
claude-3-5-haiku-20241022
|
||
afe02e9e-6a4c-4fe8-9c34-ffc13767f587
| 43
|
2503.03312v1_page_43.jpg
|
2503.03312v1.pdf
|
{
"questions": [
{
"answer": [
"Short-run reversion coefficients range from 14.5% to 0.0% as λ increases from 0 to 1",
"Long-run reversion coefficients range from 39.8% to 0.0% as λ increases from 0 to 1"
],
"question": "How do reversion coefficients change under different market conditions for short-run and long-run scenarios?"
},
{
"answer": [
"Learning rate (λ)",
"Belief parameter (α)",
"Number of traders (m)",
"Defined using (p̄100 - p̄0)/0.05 across 10,000 simulations"
],
"question": "What factors are used to calculate reversion coefficients in this analysis?"
},
{
"answer": [
"50% chance of a specific outcome",
"Prediction from Manifold platform",
"Graph shows probability trend from 2023 to 2024"
],
"question": "What prediction is shown for the 2024 US presidential election?"
}
]
}
|
How do reversion coefficients change under different market conditions for short-run and long-run scenarios?
|
Short-run reversion coefficients range from 14.5% to 0.0% as λ increases from 0 to 1, Long-run reversion coefficients range from 39.8% to 0.0% as λ increases from 0 to 1
|
claude-3-5-haiku-20241022
|
||
eea43601-5d5d-4341-9948-86b518e579ed
| 5
|
ifdp1404_page_5.jpg
|
ifdp1404.pdf
|
{
"questions": [
{
"answer": [
"two thirds"
],
"question": "What percentage of U.S. currency is held outside the United States?"
},
{
"answer": [
"$102.1 million",
"$102.0 million"
],
"question": "How much counterfeit currency was passed in fiscal year 2023?"
},
{
"answer": [
"about $2.3 trillion",
"nearly $7,000 per U.S. resident"
],
"question": "What was the total value of U.S. currency in circulation at the end of 2023?"
}
]
}
|
What percentage of U.S. currency is held outside the United States?
|
two thirds
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 88
|
the-fed-explained_page_88.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"promote a safe system",
"ensure efficiency",
"maintain accessibility for U.S. dollar transactions"
],
"question": "What are the primary goals of the Federal Reserve's payment system management?"
},
{
"answer": [
"Overview of Key Federal Reserve Payment System Functions",
"Providing Services to Banks and the Federal Government",
"Regulating and Supervising the Payment System",
"Providing Banking System Liquidity",
"Exploring and Implementing Payment System Improvements"
],
"question": "What key functions are covered in this section about payment systems?"
},
{
"answer": [
"page 104 covers Regulating and Supervising the Payment System"
],
"question": "On what pages can detailed information about payment system regulation be found?"
}
]
}
|
What are the primary goals of the Federal Reserve's payment system management?
|
promote a safe system, ensure efficiency, maintain accessibility for U.S. dollar transactions
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 52
|
the-fed-explained_page_52.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"business lines of credit",
"mortgages",
"student loans",
"savings accounts",
"brokerage services",
"retirement accounts"
],
"question": "What types of financial services and resources do banks typically offer?"
},
{
"answer": [
"linking savers and lenders with borrowers and spenders",
"maintaining financial stability",
"supporting consumers, communities, and businesses"
],
"question": "What is the critical role of financial intermediation during economic stress?"
},
{
"answer": [
"ensuring banks are run in a 'prudent' manner",
"making sure banks are 'safe and sound'",
"preventing excessive risk-taking",
"reducing likelihood of bank failure"
],
"question": "How do bank regulators traditionally supervise financial institutions?"
}
]
}
|
What types of financial services and resources do banks typically offer?
|
business lines of credit, mortgages, student loans, savings accounts, brokerage services, retirement accounts
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 123
|
the-fed-explained_page_123.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"Board of directors and senior management oversight",
"Policies and procedures",
"Risk monitoring",
"Internal controls",
"Training"
],
"question": "What are the key components of an effective consumer compliance risk management program according to the Federal Reserve?"
},
{
"answer": [
"Reviewing processes and programs",
"Keeping up with new or revised compliance requirements",
"Examining various indicators of effective consumer compliance risk management"
],
"question": "How does the Federal Reserve support financial institutions in maintaining consumer compliance?"
},
{
"answer": [
"Develop uniform principles, standards, and report forms",
"Promote supervisory consistency and uniformity across the banking industry",
"Collaborate with federal and state banking agencies on consumer financial supervisory guidance"
],
"question": "What is the role of the Federal Financial Institutions Examination Council (FFIEC) in banking supervision?"
}
]
}
|
What are the key components of an effective consumer compliance risk management program according to the Federal Reserve?
|
Board of directors and senior management oversight, Policies and procedures, Risk monitoring, Internal controls, Training
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 205
|
BAC+2023+Annual+Report_page_205.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"$2.6 billion in 2023",
"$3.4 billion in 2022"
],
"question": "What was the total fair value of restricted stock and restricted stock units for Bank of America in 2022 and 2023?"
},
{
"answer": [
"790 million shares"
],
"question": "How many shares were authorized under the Bank of America Corporation Equity Plan in 2023?"
},
{
"answer": [
"21 percent"
],
"question": "What was the federal statutory tax rate for Bank of America in 2023?"
}
]
}
|
What was the total fair value of restricted stock and restricted stock units for Bank of America in 2022 and 2023?
|
$2.6 billion in 2023, $3.4 billion in 2022
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 34
|
d8814e8b-en_page_34.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"Inflation is projected to return to targets",
"Most countries show declining inflation rates",
"Green bars represent 2024 projections, orange triangles represent 2026 projections"
],
"question": "What is the projected trend for headline consumer price inflation across different countries in 2024 and 2026?"
},
{
"answer": [
"Labour productivity growth is projected to pick up over next two years",
"Nominal wage growth in labour markets is expected to moderate",
"Unit labour cost growth is projected to soften from 4.1% in 2024 to 2.6% in 2025 and 2.2% in 2026"
],
"question": "How are labour productivity and wage growth expected to impact inflation over the next two years?"
},
{
"answer": [
"Elevated conflicts in the Middle East",
"Potential market repricing of sovereign risk",
"Disruptions to global energy markets",
"Risks to energy infrastructure",
"Potential impacts on global oil and liquefied natural gas trade"
],
"question": "What geopolitical risks could potentially impact global economic prospects?"
}
]
}
|
What is the projected trend for headline consumer price inflation across different countries in 2024 and 2026?
|
Inflation is projected to return to targets, Most countries show declining inflation rates, Green bars represent 2024 projections, orange triangles represent 2026 projections
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 152
|
JPM-annualreport-2023_page_152.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"loans for residential real estate",
"lending-related commitments for residential real estate",
"credit card",
"scored auto loans",
"business banking loans"
],
"question": "What types of loans are included in the firm's consumer credit portfolio?"
},
{
"answer": [
"securitized or sold to U.S. government agencies",
"U.S. government-sponsored enterprises"
],
"question": "Where are originated mortgage loans typically retained?"
},
{
"answer": [
"Note 12 for further information on the consumer loan portfolio",
"Note 28 for further information on lending-related commitments"
],
"question": "What additional references are suggested for more information about the consumer loan portfolio?"
}
]
}
|
What types of loans are included in the firm's consumer credit portfolio?
|
loans for residential real estate, lending-related commitments for residential real estate, credit card, scored auto loans, business banking loans
|
claude-3-5-haiku-20241022
|
||
fb1ce55c-980a-42a0-b177-78fc79fdebc0
| 11
|
BLS-consumerpriceindex_jan2025_page_11.jpg
|
BLS-consumerpriceindex_jan2025.pdf
|
{
"questions": [
{
"answer": [
"2.0%"
],
"question": "What was the unadjusted percent change for energy commodities between January 2024 and January 2025?"
},
{
"answer": [
"0.2%"
],
"question": "How did the price of gasoline (unleaded regular) change in the seasonally adjusted percent change from October 2024 to November 2024?"
},
{
"answer": [
"5.648"
],
"question": "What was the relative importance of food away from home in the Consumer Price Index for January 2024?"
}
]
}
|
What was the unadjusted percent change for energy commodities between January 2024 and January 2025?
|
2.0%
|
claude-3-5-haiku-20241022
|
||
26b95a08-1d67-4b63-ad4f-9ab2b037be12
| 3
|
The Presentation Materials_2Q24_ADA_page_3.jpg
|
The Presentation Materials_2Q24_ADA.pdf
|
{
"questions": [
{
"answer": [
"~278,000 net new checking accounts",
"22 consecutive quarters of growth"
],
"question": "What was the growth in net new checking accounts in Consumer Banking during 2Q24?"
},
{
"answer": [
"3% Year over Year",
"grew to $225B"
],
"question": "How much did Global Wealth & Investment Management grow in loan balances?"
},
{
"answer": [
"9 consecutive quarters of Year over Year sales and trading revenue growth",
"Highest 2Q sales and trading revenue in over a decade",
"Zero trading loss days in 1H24",
"Record average loan balances of $135B, up 5% Year over Year"
],
"question": "What achievements did Global Markets report in the first half of 2024?"
}
]
}
|
What was the growth in net new checking accounts in Consumer Banking during 2Q24?
|
~278,000 net new checking accounts, 22 consecutive quarters of growth
|
claude-3-5-haiku-20241022
|
||
233dd5e0-aaab-456f-9936-39b8768ca090
| 88
|
WF-2023-annual-report_page_88.jpg
|
WF-2023-annual-report.pdf
|
{
"questions": [
{
"answer": [
"exposure to legal actions",
"potential losses from judicial, regulatory, and governmental proceedings",
"heightened regulatory oversight",
"potential adverse consequences from investigations"
],
"question": "What are the potential financial risks Wells Fargo faces in its mortgage banking business?"
},
{
"answer": [
"revenue can be volatile quarter to quarter",
"when rates rise, demand for mortgage loans tends to fall",
"reducing revenue from loan originations",
"fair value of MSRs changes with interest rate fluctuations"
],
"question": "How do changes in interest rates impact Wells Fargo's mortgage banking revenue?"
},
{
"answer": [
"potential losses if loans do not meet government agency criteria",
"risk of being unable to fund or service loans",
"potential monetary and civil penalties",
"risk of loan repurchase or credit losses"
],
"question": "What risks are associated with Wells Fargo's mortgage loan originations and servicing?"
}
]
}
|
What are the potential financial risks Wells Fargo faces in its mortgage banking business?
|
exposure to legal actions, potential losses from judicial, regulatory, and governmental proceedings, heightened regulatory oversight, potential adverse consequences from investigations
|
claude-3-5-haiku-20241022
|
||
494e3b2c-6dc1-4264-a0f5-dc81b1a31b44
| 103
|
60557-budget-options_page_103.jpg
|
60557-budget-options.pdf
|
{
"questions": [
{
"answer": [
"Lowest income group sees increases",
"Middle income group sees slight decreases",
"Highest income group experiences significant reductions"
],
"question": "How do Social Security benefits change for different income groups under the proposed alternative?"
},
{
"answer": [
"12 thousand dollars for lowest income group",
"23 thousand dollars for middle income group",
"32 thousand dollars for highest income group"
],
"question": "What are the projected average annual Social Security benefits for retired workers claiming benefits at age 65 in 2024?"
},
{
"answer": [
"Lowest income group has 2.5-2.7 ratio",
"Middle income group has 1.4-1.5 ratio",
"Highest income group has 1.0 ratio"
],
"question": "How does the ratio of Social Security benefits to payroll taxes vary across different income groups?"
}
]
}
|
How do Social Security benefits change for different income groups under the proposed alternative?
|
Lowest income group sees increases, Middle income group sees slight decreases, Highest income group experiences significant reductions
|
claude-3-5-haiku-20241022
|
||
494e3b2c-6dc1-4264-a0f5-dc81b1a31b44
| 33
|
60557-budget-options_page_33.jpg
|
60557-budget-options.pdf
|
{
"questions": [
{
"answer": [
"CBO's 2024 Long-Term Projections for Social Security (August 2024)"
],
"question": "What CBO publication provides long-term projections for Social Security?"
},
{
"answer": [
"Option 20: Establish a Uniform Social Security Benefit",
"Option 62: Increase the Maximum Taxable Earnings That Are Subject to Social Security Payroll Taxes"
],
"question": "What related options are mentioned in connection with Social Security benefits?"
},
{
"answer": [
"Reduce Social Security Benefits for High Earners"
],
"question": "What is the focus of the extended discussion from 2022?"
}
]
}
|
What CBO publication provides long-term projections for Social Security?
|
CBO's 2024 Long-Term Projections for Social Security (August 2024)
|
claude-3-5-haiku-20241022
|
||
5e5f89d9-bb65-4ec3-805e-cd61741dab14
| 36
|
20200612_mprfullreport_page_36.jpg
|
20200612_mprfullreport.pdf
|
{
"questions": [
{
"answer": [
"Abruptly halted large swaths of economic activity",
"Led to swift financial repercussions",
"Amplified some financial-sector vulnerabilities",
"Increased risks in nonbank financial sector"
],
"question": "How did the COVID-19 pandemic impact financial system vulnerabilities?"
},
{
"answer": [
"Asset valuation pressures were elevated",
"Spreads and risk premiums were at low ends",
"Equity prices plunged",
"Volatility surged to extreme levels",
"Trading conditions became impaired across markets"
],
"question": "What were the key financial market conditions during the early stages of the COVID-19 pandemic?"
},
{
"answer": [
"Extraordinary measures to mitigate the brunt of the economic shock",
"Interventions to stabilize short-term funding markets",
"Actions to prevent significant market dislocations"
],
"question": "What actions did the Federal Reserve take to mitigate economic impacts of the pandemic?"
}
]
}
|
How did the COVID-19 pandemic impact financial system vulnerabilities?
|
Abruptly halted large swaths of economic activity, Led to swift financial repercussions, Amplified some financial-sector vulnerabilities, Increased risks in nonbank financial sector
|
claude-3-5-haiku-20241022
|
||
687e860a-52bf-44ec-8689-7fa0c0463097
| 37
|
2024088pap_page_37.jpg
|
2024088pap.pdf
|
{
"questions": [
{
"answer": [
"Market tightness (θ) determines whether it's a buyer's or seller's market",
"When θ < 1, it's a buyer's market; when θ > 1, it's a seller's market",
"Lock-in shocks can change the composition and entry of market participants"
],
"question": "How do market conditions affect the dynamics between buyers and sellers in a market?"
},
{
"answer": [
"Equation (8) captures the direct and indirect effects of market shocks",
"The first term reflects the direct effect of the shock on market tightness",
"The second term captures equilibrating forces as buyers and sellers respond to changes in search values"
],
"question": "What mathematical mechanism describes the impact of market entry and search values?"
},
{
"answer": [
"Demographic forces can cause potential buyers to exceed sellers",
"Lock-in shocks can shift the composition of movers",
"Non-discretionary reasons for moving are not fully explained by the simple model"
],
"question": "What factors influence market dynamics beyond simple economic models?"
}
]
}
|
How do market conditions affect the dynamics between buyers and sellers in a market?
|
Market tightness (θ) determines whether it's a buyer's or seller's market, When θ < 1, it's a buyer's market; when θ > 1, it's a seller's market, Lock-in shocks can change the composition and entry of market participants
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 228
|
BAC+2023+Annual+Report_page_228.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"Securities Exchange Act of 1934, as amended (Exchange Act)"
],
"question": "What specific act governs the disclosure controls and procedures for Bank of America?"
},
{
"answer": [
"Bank of America's Chief Executive Officer and Chief Financial Officer"
],
"question": "Who evaluated the effectiveness of Bank of America's disclosure controls and procedures?"
},
{
"answer": [
"Bank of America's disclosure controls and procedures were effective as of the end of the period covered by this report"
],
"question": "What was the conclusion of the evaluation of disclosure controls and procedures?"
}
]
}
|
What specific act governs the disclosure controls and procedures for Bank of America?
|
Securities Exchange Act of 1934, as amended (Exchange Act)
|
claude-3-5-haiku-20241022
|
||
bc6352e8-183b-4f3b-8e29-1d362acb1cc7
| 72
|
2503.04941v1_page_72.jpg
|
2503.04941v1.pdf
|
{
"questions": [
{
"answer": [
"Investments translate into hardware efficiency improvements",
"Returns to scale can be less than or greater than 1",
"Indicates diminishing or increasing returns based on parameter values"
],
"question": "What is the relationship between hardware R&D investments and efficiency improvements?"
},
{
"answer": [
"H100 GPU",
"Performs around 1e15 FLOP/s",
"Costs around $40k",
"Commonly used for training state of the art AI systems"
],
"question": "What GPU is used as a reference for initial hardware efficiency in this analysis?"
},
{
"answer": [
"Using a multiplicative scaling factor",
"Determined by rearranging equation 4",
"Using estimates of existing growth rates of hardware efficiency"
],
"question": "How do researchers model the growth rate of hardware efficiency in this study?"
}
]
}
|
What is the relationship between hardware R&D investments and efficiency improvements?
|
Investments translate into hardware efficiency improvements, Returns to scale can be less than or greater than 1, Indicates diminishing or increasing returns based on parameter values
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 61
|
BAC+2023+Annual+Report_page_61.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"54%"
],
"question": "What percentage of the workforce is part of an Employee Network?"
},
{
"answer": [
"Asian Leadership Network",
"Black Professional Group",
"Culture & Heritage Network",
"Disability Action Network",
"Hispanic/Latino Organization for Leadership & Advancement",
"Inter-Generational Employee Network",
"LEAD for Women",
"LGBTQ+ Pride",
"Military Support & Assistance Group",
"Native American Professional Network",
"Parents and Caregivers Network"
],
"question": "What are some of the Employee Networks mentioned in the document?"
},
{
"answer": [
"Bank of America"
],
"question": "What organization is represented in this document about Employee Networks?"
}
]
}
|
What percentage of the workforce is part of an Employee Network?
|
54%
|
claude-3-5-haiku-20241022
|
||
bc6352e8-183b-4f3b-8e29-1d362acb1cc7
| 40
|
2503.04941v1_page_40.jpg
|
2503.04941v1.pdf
|
{
"questions": [
{
"answer": [
"The number of functions to allow in the support of the social planner's beliefs",
"For each automation function, the maximum automation parameter that determines the highest feasible fraction of tasks automatable",
"One function that allows for full automation must be included and fully specified"
],
"question": "What are the key parameters users need to specify for the uncertainty add-on of GATE?"
},
{
"answer": [
"Gradually learns through a process of unfolding automation",
"Functions initially have the same shape up to a point",
"Incorrect functions taper off before full automation is achieved"
],
"question": "How does the social planner learn the correct automation function over time?"
},
{
"answer": [
"Maximize the expected net present value of utility flows",
"Accrue utility flows conditional on the planner's beliefs",
"Take into account the future path of the planner's beliefs under each scenario"
],
"question": "What is the goal of the social planner's decision-making process in this model?"
}
]
}
|
What are the key parameters users need to specify for the uncertainty add-on of GATE?
|
The number of functions to allow in the support of the social planner's beliefs, For each automation function, the maximum automation parameter that determines the highest feasible fraction of tasks automatable, One function that allows for full automation must be included and fully specified
|
claude-3-5-haiku-20241022
|
||
0440e013-b17a-4950-ad34-0f58defcf9a9
| 16
|
2503.04218v1_page_16.jpg
|
2503.04218v1.pdf
|
{
"questions": [
{
"answer": [
"Behavior Cloning (BC)",
"Recurrent Proximal Policy Optimization (RPPO)",
"Recurrent Neural Network (RNN)"
],
"question": "What are the key components of the proposed algorithm for reinforcement learning?"
},
{
"answer": [
"Proposed model shows better initial values",
"Removing RNN or BC increases hedging error",
"Performance varies between CSI 300 and S&P 500 index options"
],
"question": "How do the performance metrics differ between the proposed model and versions without RNN or Behavior Cloning?"
},
{
"answer": [
"Zero transaction costs",
"Compared model performance under no transaction cost scenario"
],
"question": "What transaction cost assumption was used in the ablation study?"
}
]
}
|
What are the key components of the proposed algorithm for reinforcement learning?
|
Behavior Cloning (BC), Recurrent Proximal Policy Optimization (RPPO), Recurrent Neural Network (RNN)
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 104
|
the-fed-explained_page_104.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"By ensuring the quality and integrity of Federal Reserve notes in circulation",
"By accepting and processing deposits of currency from depository institutions",
"By using high-speed sorting equipment to 'piece-count' and remove worn/suspected counterfeit currency",
"By destroying unfit notes",
"By managing a program to educate the public on currency security and design features"
],
"question": "How do the Reserve Banks help maintain confidence in U.S. currency?"
},
{
"answer": [
"Income levels",
"Prices of goods and services",
"Availability of alternative payment methods",
"Opportunity cost of holding currency"
],
"question": "What factors influence domestic demand for currency?"
},
{
"answer": [
"Between one-half and two-thirds of the total value"
],
"question": "What percentage of U.S. currency is estimated to be held outside the United States?"
}
]
}
|
How do the Reserve Banks help maintain confidence in U.S. currency?
|
By ensuring the quality and integrity of Federal Reserve notes in circulation, By accepting and processing deposits of currency from depository institutions, By using high-speed sorting equipment to 'piece-count' and remove worn/suspected counterfeit currency, By destroying unfit notes, By managing a program to educate the public on currency security and design features
|
claude-3-5-haiku-20241022
|
||
3965d2ed-fd80-4433-891b-c2371cdb8714
| 25
|
202411-supervision-and-regulation-report_page_25.jpg
|
202411-supervision-and-regulation-report.pdf
|
{
"questions": [
{
"answer": [
"Percentage of satisfactory ratings has remained relatively stable",
"Less-than-satisfactory ratings have fluctuated between 20-40%",
"Overall ratings show consistency across the period"
],
"question": "What trends are observed in supervisory ratings for large financial institutions from 2020 to 2024?"
},
{
"answer": [
"Declined sharply from 2020 to 2021",
"Increased steadily from 2021 to 2024",
"Reached around 350 findings by mid-2024",
"Different trends observed for FBO >$100B and LISCC categories"
],
"question": "How has the number of outstanding supervisory findings for large financial institutions changed over time?"
},
{
"answer": [
"Credit risk management practices",
"Credit card and CRE lending",
"Loan portfolio risk management",
"Counterparty credit risk-management practices",
"Liquidity and capital planning",
"Governance and controls"
],
"question": "What key areas are supervisors focusing on when examining large financial institutions?"
}
]
}
|
What trends are observed in supervisory ratings for large financial institutions from 2020 to 2024?
|
Percentage of satisfactory ratings has remained relatively stable, Less-than-satisfactory ratings have fluctuated between 20-40%, Overall ratings show consistency across the period
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 67
|
d8814e8b-en_page_67.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"Sharp increase in labour market tightness",
"Significant spike in vacancies",
"Dramatic drop and recovery in unemployment rate"
],
"question": "How did labour market tightness change in OECD countries between 2019 and 2022?"
},
{
"answer": [
"Hungary shows the highest labour participation rate increase",
"Several countries have increases above 10%",
"Most countries show positive labour participation growth"
],
"question": "Which countries have experienced the most significant increases in labour participation rates since 2010?"
},
{
"answer": [
"Massive disruption in labour market dynamics in 2020",
"Sharp decline in unemployment followed by rapid recovery",
"Significant increase in job vacancies"
],
"question": "What were the key labor market trends during the COVID-19 pandemic period?"
}
]
}
|
How did labour market tightness change in OECD countries between 2019 and 2022?
|
Sharp increase in labour market tightness, Significant spike in vacancies, Dramatic drop and recovery in unemployment rate
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 219
|
BAC+2023+Annual+Report_page_219.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"Cash and cash equivalents are Level 1",
"Short-term investments like U.S. government securities are Level 1",
"Federal funds sold and purchased are Level 2",
"Resale and repurchase agreements are Level 2"
],
"question": "How does Bank of America classify its financial instruments under the fair value hierarchy?"
},
{
"answer": [
"Consumer Banking",
"Global Wealth & Investment Management",
"Global Banking",
"Global Markets",
"All Other"
],
"question": "What business segments does Bank of America report its results through?"
},
{
"answer": [
"Lending-related products and services",
"Treasury solutions",
"Integrated working capital management",
"Advisory services",
"Serving middle-market companies, commercial real estate firms, not-for-profit companies, large global corporations, financial institutions, leasing clients, and mid-sized U.S.-based businesses"
],
"question": "What types of services does Global Banking provide to clients?"
}
]
}
|
How does Bank of America classify its financial instruments under the fair value hierarchy?
|
Cash and cash equivalents are Level 1, Short-term investments like U.S. government securities are Level 1, Federal funds sold and purchased are Level 2, Resale and repurchase agreements are Level 2
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 15
|
JPM-annualreport-2023_page_15.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"$7,693 billion",
"including $1,306 billion in wholesale deposits",
"$1,095 billion in consumer deposits",
"$5,292 billion in client assets"
],
"question": "What was the total value of assets entrusted by clients in 2023?"
},
{
"answer": [
"Increased from $107 billion in 2005",
"Reached $332.4 billion by 2023",
"Steady year-over-year growth"
],
"question": "How have assets under custody changed between 2005 and 2023?"
},
{
"answer": [
"Significant growth after 2020",
"Client assets increased from $3,781 billion to $5,292 billion",
"Wholesale deposits grew from $1,186 billion to $1,306 billion"
],
"question": "What was the trend in client assets and deposits from 2020 to 2023?"
}
]
}
|
What was the total value of assets entrusted by clients in 2023?
|
$7,693 billion, including $1,306 billion in wholesale deposits, $1,095 billion in consumer deposits, $5,292 billion in client assets
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 221
|
BAC+2023+Annual+Report_page_221.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"$41,650 million"
],
"question": "What was the total noninterest income for the Total Corporation in 2023?"
},
{
"answer": [
"$15,563 million"
],
"question": "How much did investment and brokerage services contribute to noninterest income in 2023?"
},
{
"answer": [
"$4,268 million"
],
"question": "What were the total fees and commissions for Global Markets in 2023?"
}
]
}
|
What was the total noninterest income for the Total Corporation in 2023?
|
$41,650 million
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 72
|
JPM-annualreport-2023_page_72.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"76% growth",
"increased from $10.4 billion to $18.2 billion"
],
"question": "What was the growth percentage of Firmwide Payments revenue between 2018 and 2023?"
},
{
"answer": [
"grown nearly fourfold over the last 10 years",
"grown to more than $1.6 trillion",
"money raised in venture capital and private equity growth deals more than doubled"
],
"question": "How have private credit markets evolved over the past decade?"
},
{
"answer": [
"more than 42 billion client orders",
"helped investors buy and sell nearly $11 trillion",
"traded in 12,000 equity securities"
],
"question": "What trading volume did J.P. Morgan handle in the U.S. in 2023?"
}
]
}
|
What was the growth percentage of Firmwide Payments revenue between 2018 and 2023?
|
76% growth, increased from $10.4 billion to $18.2 billion
|
claude-3-5-haiku-20241022
|
||
aacf1797-588f-4b39-82cc-6981e5ffb700
| 25
|
BLS-employmentsituation032025_page_25.jpg
|
BLS-employmentsituation032025.pdf
|
{
"questions": [
{
"answer": [
"4.5%"
],
"question": "What is the projected unemployment rate for the total workforce in February 2025?"
},
{
"answer": [
"Construction at 7.0%"
],
"question": "Which industry sector shows the highest unemployment rate in February 2024?"
},
{
"answer": [
"1,038 thousand"
],
"question": "How many unemployed people are expected in the professional and business services sector in February 2025?"
}
]
}
|
What is the projected unemployment rate for the total workforce in February 2025?
|
4.5%
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 8
|
d8814e8b-en_page_8.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"Impact of inflation on consumer confidence",
"Financial stability risks from private credit markets",
"European Union's reformed fiscal rule framework",
"Structural vs cyclical labour market tightness",
"Global Forum on Productivity's Employer Survey on labour shortages",
"Transition to net zero emissions and labour market pressures",
"Labour shortages and labour market inequalities"
],
"question": "What topics are covered in the boxes section of this document?"
},
{
"answer": [
"OECD Economic Outlook, Volume 2024 Issue 2"
],
"question": "What publication is this page from?"
},
{
"answer": [
"81"
],
"question": "What is the page number of the table on policy options to reduce persistent labour shortages?"
}
]
}
|
What topics are covered in the boxes section of this document?
|
Impact of inflation on consumer confidence, Financial stability risks from private credit markets, European Union's reformed fiscal rule framework, Structural vs cyclical labour market tightness, Global Forum on Productivity's Employer Survey on labour shortages, Transition to net zero emissions and labour market pressures, Labour shortages and labour market inequalities
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 192
|
JPM-annualreport-2023_page_192.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"a subcategory of operational risk",
"potential for adverse consequences from decisions based on incorrect or misused estimation outputs"
],
"question": "What is Estimations and Model Risk Management in the context of operational risk?"
},
{
"answer": [
"valuation of positions and measurement of risk",
"assessing regulatory capital requirements",
"conducting stress testing",
"evaluating allowance for credit losses",
"making business decisions",
"a dedicated independent function"
],
"question": "What purposes do estimation methods serve in financial risk management?"
},
{
"answer": [
"models are tiered based on internal standards",
"models are reviewed for suitability",
"considers model methodology and reasonableness of assumptions",
"may require additional testing",
"models are approved by appropriate management level"
],
"question": "How does the firm manage model risks and their potential uncertainties?"
}
]
}
|
What is Estimations and Model Risk Management in the context of operational risk?
|
a subcategory of operational risk, potential for adverse consequences from decisions based on incorrect or misused estimation outputs
|
claude-3-5-haiku-20241022
|
||
fb1ce55c-980a-42a0-b177-78fc79fdebc0
| 6
|
BLS-consumerpriceindex_jan2025_page_6.jpg
|
BLS-consumerpriceindex_jan2025.pdf
|
{
"questions": [
{
"answer": [
"Divide change in index points by the original index value and multiply by 100",
"Example shows calculation using index points and original values for three different items"
],
"question": "How are percent changes in indexes calculated when comparing values between two different years?"
},
{
"answer": [
"Eliminate effects of seasonal changes that occur at the same time each year",
"Focus on changes that are not typical for the time of year",
"Remove impacts from weather events, production cycles, model changeovers, holidays, and sales"
],
"question": "What is the purpose of using seasonally adjusted data in economic analysis?"
},
{
"answer": [
"X-13ARIMA-SEATS seasonal adjustment method",
"Factors are updated each February",
"Factors are available for the previous 5 years of seasonal adjustment data"
],
"question": "What methods are used to compute seasonal adjustment factors for economic data?"
}
]
}
|
How are percent changes in indexes calculated when comparing values between two different years?
|
Divide change in index points by the original index value and multiply by 100, Example shows calculation using index points and original values for three different items
|
claude-3-5-haiku-20241022
|
||
fb1ce55c-980a-42a0-b177-78fc79fdebc0
| 7
|
BLS-consumerpriceindex_jan2025_page_7.jpg
|
BLS-consumerpriceindex_jan2025.pdf
|
{
"questions": [
{
"answer": [
"To adjust for seasonal pattern of price changes",
"To offset distortions caused by unusual events",
"To estimate and remove prior data distortions"
],
"question": "What is intervention analysis seasonal adjustment (IASA) used for in CPI series?"
},
{
"answer": [
"Annually",
"Every 5 years",
"For the last 5 years of data"
],
"question": "How often are seasonal factors for seasonally adjusted indexes recalculated?"
},
{
"answer": [
"Statistical criteria",
"Whether a series should change its status from non-seasonally adjusted to seasonally adjusted",
"Evaluation of seasonal change patterns"
],
"question": "What determines the seasonal status of a statistical series according to BLS?"
}
]
}
|
What is intervention analysis seasonal adjustment (IASA) used for in CPI series?
|
To adjust for seasonal pattern of price changes, To offset distortions caused by unusual events, To estimate and remove prior data distortions
|
claude-3-5-haiku-20241022
|
||
494e3b2c-6dc1-4264-a0f5-dc81b1a31b44
| 12
|
60557-budget-options_page_12.jpg
|
60557-budget-options.pdf
|
{
"questions": [
{
"answer": [
"Increase guarantee fees",
"Decrease eligible loan limits",
"Phased implementation starting in January 2025"
],
"question": "What are the proposed changes to Fannie Mae's and Freddie Mac's guarantee fees and loan limits?"
},
{
"answer": [
"First alternative would keep guarantee fee at about 58 basis points in 2025",
"Second alternative would reduce mortgage size and subsidy costs",
"Maximum mortgage limit would be lowered by 5 percent over 10-year projection period"
],
"question": "How would the proposed alternatives impact mortgage guarantees and subsidy costs?"
},
{
"answer": [
"Took Fannie Mae and Freddie Mac into conservatorship",
"Congressional Budget Office concluded the institutions became governmental entities"
],
"question": "What was the federal government's action regarding Fannie Mae and Freddie Mac in September 2008?"
}
]
}
|
What are the proposed changes to Fannie Mae's and Freddie Mac's guarantee fees and loan limits?
|
Increase guarantee fees, Decrease eligible loan limits, Phased implementation starting in January 2025
|
claude-3-5-haiku-20241022
|
||
c4cc71e1-7f9c-40c2-8e91-ab0731b2b413
| 16
|
The Presentation Materials_3Q24_ADA_page_16.jpg
|
The Presentation Materials_3Q24_ADA.pdf
|
{
"questions": [
{
"answer": [
"$1,548 million",
"$1,554 million excluding net DVA"
],
"question": "What was the net income for Global Markets in the third quarter of 2024?"
},
{
"answer": [
"Increased 14% from 3Q23",
"Reached $4.9B in 3Q24"
],
"question": "How much did sales and trading revenue increase compared to the previous quarter?"
},
{
"answer": [
"14%"
],
"question": "What was the return on average allocated capital in the most recent quarter?"
}
]
}
|
What was the net income for Global Markets in the third quarter of 2024?
|
$1,548 million, $1,554 million excluding net DVA
|
claude-3-5-haiku-20241022
|
||
494e3b2c-6dc1-4264-a0f5-dc81b1a31b44
| 89
|
60557-budget-options_page_89.jpg
|
60557-budget-options.pdf
|
{
"questions": [
{
"answer": [
"-230 billion in 2026",
"-350 billion in 2027",
"totaling -1,310 billion from 2025-2029"
],
"question": "What are the projected deficit reductions from implementing a 5 percent VAT on a broad base?"
},
{
"answer": [
"Broad base would include most goods and services",
"Narrow base would exclude certain goods and services",
"Excludes financial services, education, nonprofit services, housing"
],
"question": "How would a value-added tax be applied differently between a broad and narrow base?"
},
{
"answer": [
"January 1, 2026"
],
"question": "When would a proposed value-added tax take effect according to this document?"
}
]
}
|
What are the projected deficit reductions from implementing a 5 percent VAT on a broad base?
|
-230 billion in 2026, -350 billion in 2027, totaling -1,310 billion from 2025-2029
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 76
|
BAC+2023+Annual+Report_page_76.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"pages 168-180 of the 2023 Financial Review",
"Note 5, Outstanding Loans and Leases and Allowance for Credit Losses"
],
"question": "Where can detailed information about outstanding loans and leases be found?"
},
{
"answer": [
"fixed income",
"equity",
"currency",
"derivatives",
"commodity products",
"pages 95-96 of the 2023 Financial Review"
],
"question": "What financial market transaction details are available in the Global Markets disclosure?"
},
{
"answer": [
"Q2/Q3 2024"
],
"question": "When will the 2023 Environmental Data be published?"
}
]
}
|
Where can detailed information about outstanding loans and leases be found?
|
pages 168-180 of the 2023 Financial Review, Note 5, Outstanding Loans and Leases and Allowance for Credit Losses
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 121
|
BAC+2023+Annual+Report_page_121.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"$72,878 million"
],
"question": "What was the total outstanding commercial real estate loans for the year 2023?"
},
{
"answer": [
"Northeast with $15,920 million"
],
"question": "Which geographic region had the highest outstanding commercial real estate loans in 2023?"
},
{
"answer": [
"Office with $17,976 million"
],
"question": "What property type had the largest outstanding commercial real estate loans in 2023?"
}
]
}
|
What was the total outstanding commercial real estate loans for the year 2023?
|
$72,878 million
|
claude-3-5-haiku-20241022
|
||
3965d2ed-fd80-4433-891b-c2371cdb8714
| 29
|
202411-supervision-and-regulation-report_page_29.jpg
|
202411-supervision-and-regulation-report.pdf
|
{
"questions": [
{
"answer": [
"credit risk",
"liquidity risk",
"IT and cybersecurity risks"
],
"question": "What key risks are Federal Reserve supervisors focusing on for CBOs and RBOs?"
},
{
"answer": [
"high-risk credit concentrations",
"credit risk management",
"refinancing risk for CRE loan segments",
"credit loss reserves levels"
],
"question": "What specific credit risk areas are supervisors monitoring for financial institutions?"
},
{
"answer": [
"contingency funding plans",
"replacing maturing funding sources",
"liquidity coverage of uninsured deposits"
],
"question": "What liquidity-related aspects are Federal Reserve supervisors examining for banks?"
}
]
}
|
What key risks are Federal Reserve supervisors focusing on for CBOs and RBOs?
|
credit risk, liquidity risk, IT and cybersecurity risks
|
claude-3-5-haiku-20241022
|
||
bc6352e8-183b-4f3b-8e29-1d362acb1cc7
| 71
|
2503.04941v1_page_71.jpg
|
2503.04941v1.pdf
|
{
"questions": [
{
"answer": [
"1.45",
"0.594 mean EIS in consumption",
"across 1429 studies for the United States"
],
"question": "What is the relative risk aversion value found in a meta-analysis by Havránek et al. (2015)?"
},
{
"answer": [
"Countries with higher income per capita show larger values of the elasticity of intertemporal substitution (EIS)",
"Households in higher income countries demonstrate higher stock market participation"
],
"question": "What do the findings suggest about the relationship between income per capita and stock market participation?"
},
{
"answer": [
"1.00 × 10^17 to 1.00 × 10^19 FLOP/year/$",
"Number of computations performed per dollar per year at the start of simulations"
],
"question": "What are the initial hardware efficiency parameters for computational performance?"
}
]
}
|
What is the relative risk aversion value found in a meta-analysis by Havránek et al. (2015)?
|
1.45, 0.594 mean EIS in consumption, across 1429 studies for the United States
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 201
|
d8814e8b-en_page_201.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"2.4% in 2024",
"3.1% in 2025",
"2.8% in 2026"
],
"question": "What is the projected GDP growth rate for Lithuania in the years 2024-2026?"
},
{
"answer": [
"Interest rate spreads vis-à-vis Germany stabilising",
"Fiscal policy slowly tightening",
"Headline fiscal deficit expected to decrease"
],
"question": "How are financial conditions expected to change in Lithuania between 2023 and 2026?"
},
{
"answer": [
"Sustained real wage gains",
"Increasing consumer confidence",
"Recent measures to increase pensions",
"Easing public wage growth"
],
"question": "What factors are anticipated to support household consumption in Lithuania?"
}
]
}
|
What is the projected GDP growth rate for Lithuania in the years 2024-2026?
|
2.4% in 2024, 3.1% in 2025, 2.8% in 2026
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 345
|
JPM-annualreport-2023_page_345.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"Acquired First Republic Bank on May 1, 2023",
"Acquired assets and assumed certain liabilities from First Republic Bank"
],
"question": "What significant business acquisition did JPMorgan Chase complete in 2023?"
},
{
"answer": [
"$2.7 billion"
],
"question": "What was the preliminary estimated bargain purchase gain from the First Republic acquisition?"
},
{
"answer": [
"Issued a five-year, $50 billion secured 'Purchase Money Note'",
"Placed a $5 billion deposit with First Republic Bank",
"Entered into two shared-loss agreements for certain loans and lending-related commitments"
],
"question": "What financial arrangements did JPMorgan Chase make with the FDIC regarding the First Republic acquisition?"
}
]
}
|
What significant business acquisition did JPMorgan Chase complete in 2023?
|
Acquired First Republic Bank on May 1, 2023, Acquired assets and assumed certain liabilities from First Republic Bank
|
claude-3-5-haiku-20241022
|
||
56425b7a-da92-4cc2-b753-88095007dbec
| 2
|
ef8aff4f-en_page_2.jpg
|
ef8aff4f-en.pdf
|
{
"questions": [
{
"answer": [
"Subsidies peaked during the 2008-2009 global financial crisis",
"New pure-play EV makers receive larger subsidies relative to their revenue",
"Subsidies for legacy carmakers have generally declined"
],
"question": "How have government subsidies for electric vehicle manufacturers changed over time?"
},
{
"answer": [
"Pure-play EV makers receive larger subsidies as a percentage of firm revenue",
"Legacy carmakers have seen a narrowing subsidy over time",
"New EV entrants are more specialized in electric vehicle production"
],
"question": "What differences exist in government support between legacy carmakers and pure-play electric vehicle manufacturers?"
},
{
"answer": [
"Chinese carmakers generally receive larger subsidies relative to their revenue",
"Subsidies reflect longstanding support for state-owned legacy carmakers",
"Support includes both traditional manufacturers and new pure-play EV entrants"
],
"question": "How do carmakers in China compare to those in OECD Member countries in terms of government subsidies?"
}
]
}
|
How have government subsidies for electric vehicle manufacturers changed over time?
|
Subsidies peaked during the 2008-2009 global financial crisis, New pure-play EV makers receive larger subsidies relative to their revenue, Subsidies for legacy carmakers have generally declined
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 204
|
BAC+2023+Annual+Report_page_204.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"$906 million"
],
"question": "What are the projected benefit payments for the Qualified Pension Plan in 2026?"
},
{
"answer": [
"$248 million"
],
"question": "How much are the total projected benefit payments for Postretirement Health and Life Plans from 2029 to 2033?"
},
{
"answer": [
"$19,655 million"
],
"question": "What was the total fair value of plan investment assets as of December 31, 2023?"
}
]
}
|
What are the projected benefit payments for the Qualified Pension Plan in 2026?
|
$906 million
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 99
|
the-fed-explained_page_99.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"2001",
"with Canada"
],
"question": "When did the Federal Reserve launch its first commercial international ACH service?"
},
{
"answer": [
"develop a new around-the-clock, real-time clearing and settlement service",
"support instant payments",
"provide nationwide infrastructure for financial services industry"
],
"question": "What is the purpose of the FedNow Service announced in August 2019?"
},
{
"answer": [
"large commercial loans",
"transactions involving real estate",
"securities transactions",
"money market transactions"
],
"question": "What types of transactions are typically handled by Wholesale Payment Services?"
}
]
}
|
When did the Federal Reserve launch its first commercial international ACH service?
|
2001, with Canada
|
claude-3-5-haiku-20241022
|
||
fa2f0256-fb3c-4251-9838-02f591860848
| 5
|
CBO-HouseholdIncome_page_5.jpg
|
CBO-HouseholdIncome.pdf
|
{
"questions": [
{
"answer": [
"more than 30 years"
],
"question": "How long has the Congressional Budget Office been reporting on household income and federal taxes?"
},
{
"answer": [
"about $18.3 trillion",
"for roughly 131 million households"
],
"question": "What was the total annual income for households in the United States in 2021?"
},
{
"answer": [
"different from 2020 due to coronavirus pandemic",
"households in income distribution groups are not the same as in 2019 or 2020"
],
"question": "How did the income distribution in 2021 compare to previous years like 2019 and 2020?"
}
]
}
|
How long has the Congressional Budget Office been reporting on household income and federal taxes?
|
more than 30 years
|
claude-3-5-haiku-20241022
|
||
aacf1797-588f-4b39-82cc-6981e5ffb700
| 34
|
BLS-employmentsituation032025_page_34.jpg
|
BLS-employmentsituation032025.pdf
|
{
"questions": [
{
"answer": [
"115.4"
],
"question": "What is the index of aggregate weekly hours for the total private sector in February 2024?"
},
{
"answer": [
"Financial activities at 1.0%"
],
"question": "Which industry sector shows the highest percent change in aggregate weekly payrolls from January 2025 to February 2025?"
},
{
"answer": [
"148.0 in December 2024",
"143.8 in February 2024"
],
"question": "What are the aggregate weekly payroll values for the manufacturing sector in December 2024 and February 2024?"
}
]
}
|
What is the index of aggregate weekly hours for the total private sector in February 2024?
|
115.4
|
claude-3-5-haiku-20241022
|
||
9d6d2f2a-a1dd-4d64-ae4a-d5b6b3288f54
| 16
|
2503.01148v1_page_16.jpg
|
2503.01148v1.pdf
|
{
"questions": [
{
"answer": [
"Hedge Effectiveness (HE)",
"p-value",
"Mean",
"Standard Deviation"
],
"question": "What statistical measure is used to evaluate bilateral hedge ratios in this financial analysis?"
},
{
"answer": [
"Weights of AI tokens increase",
"Values remain above 0.7",
"Contribute to volatility reduction",
"More significant in MCP and MCoP portfolios"
],
"question": "How do AI tokens contribute to investment strategy volatility reduction?"
},
{
"answer": [
"Green assets hold the highest allocation",
"Mentioned in the final paragraph of the analysis"
],
"question": "What observation is made about green assets in the investment portfolios?"
}
]
}
|
What statistical measure is used to evaluate bilateral hedge ratios in this financial analysis?
|
Hedge Effectiveness (HE), p-value, Mean, Standard Deviation
|
claude-3-5-haiku-20241022
|
||
aa0a4bcd-a10b-4d72-b6d7-d4aa84627a77
| 61
|
2023-report-economic-well-being-us-households-202405_page_61.jpg
|
2023-report-economic-well-being-us-households-202405.pdf
|
{
"questions": [
{
"answer": [
"Social/behavioral sciences at 44 percent"
],
"question": "In which field of study are people most likely to choose a different field if they could start over?"
},
{
"answer": [
"30 percent",
"more than 4 in 10 people"
],
"question": "What percentage of adults who pursued education beyond high school took out student loans?"
},
{
"answer": [
"Adults ages 30 to 44"
],
"question": "Which age group is most likely to have taken out student loans for their education?"
}
]
}
|
In which field of study are people most likely to choose a different field if they could start over?
|
Social/behavioral sciences at 44 percent
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 266
|
JPM-annualreport-2023_page_266.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"$201,704 million"
],
"question": "What was the total fair value of available-for-sale investment securities as of December 31, 2023?"
},
{
"answer": [
"Risk ratings are assigned based on internal risk ratings",
"Ratings are used to identify credit quality",
"Ratings are assigned at acquisition and reviewed on a regular basis",
"Ratings are based on probability of default and loss given default"
],
"question": "How do risk ratings impact the investment securities portfolio assessment?"
},
{
"answer": [
"U.S. GSEs and government agencies",
"U.S. Residential securities",
"Non-U.S. Residential securities",
"Commercial mortgage-backed securities"
],
"question": "What types of mortgage-backed securities are included in the investment portfolio?"
}
]
}
|
What was the total fair value of available-for-sale investment securities as of December 31, 2023?
|
$201,704 million
|
claude-3-5-haiku-20241022
|
||
233dd5e0-aaab-456f-9936-39b8768ca090
| 185
|
WF-2023-annual-report_page_185.jpg
|
WF-2023-annual-report.pdf
|
{
"questions": [
{
"answer": [
"$8,634 million"
],
"question": "What was the total value of pension plan assets for Wells Fargo as of December 31, 2023?"
},
{
"answer": [
"Long duration fixed income",
"Intermediate fixed income",
"High-yield fixed income",
"International fixed income",
"Domestic large-cap stocks",
"Domestic mid-cap stocks",
"Domestic small-cap stocks",
"Global stocks",
"International stocks",
"Emerging market stocks",
"Real estate",
"Other"
],
"question": "What types of investments are included in the pension plan assets at Level 2?"
},
{
"answer": [
"$201 million"
],
"question": "How much were the cash and cash equivalents for pension plan assets in 2023?"
}
]
}
|
What was the total value of pension plan assets for Wells Fargo as of December 31, 2023?
|
$8,634 million
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 163
|
JPM-annualreport-2023_page_163.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"$127.1 billion"
],
"question": "What was the total Consumer & Retail exposure as of December 31, 2023?"
},
{
"answer": [
"$34.5 billion total exposure",
"$123 million considered criticized"
],
"question": "How much was the Oil & Gas exposure as of December 31, 2023, and how much was considered criticized?"
},
{
"answer": [
"47%"
],
"question": "What percentage of Consumer & Retail credit exposure was investment-grade in 2023?"
}
]
}
|
What was the total Consumer & Retail exposure as of December 31, 2023?
|
$127.1 billion
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 5
|
d8814e8b-en_page_5.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"General assessment of the macroeconomic situation",
"Understanding Labour Shortages: The Structural Forces at Play",
"Developments in individual OECD and selected non-member economies"
],
"question": "What are the main sections in this economic report?"
},
{
"answer": [
"Argentina",
"Australia",
"Austria",
"Belgium",
"Brazil",
"Bulgaria",
"Canada",
"Chile",
"China",
"Colombia",
"Costa Rica",
"Croatia",
"Czechia",
"Denmark",
"Estonia",
"Euro area"
],
"question": "Which countries are analyzed in the third section of the report?"
},
{
"answer": [
"OECD Economic Outlook, Volume 2024 Issue 2",
"© OECD 2024"
],
"question": "What is the publication details of this document?"
}
]
}
|
What are the main sections in this economic report?
|
General assessment of the macroeconomic situation, Understanding Labour Shortages: The Structural Forces at Play, Developments in individual OECD and selected non-member economies
|
claude-3-5-haiku-20241022
|
||
510d7aa6-616a-4a01-9775-0472c861567d
| 5
|
BLS-producerprice2025_page_5.jpg
|
BLS-producerprice2025.pdf
|
{
"questions": [
{
"answer": [
"0.7 percent",
"the largest rise since moving up 0.7 percent in July 2024"
],
"question": "What was the total percent change for stage 3 intermediate demand in January 2024?"
},
{
"answer": [
"diesel fuel prices",
"livestock prices",
"jet fuel",
"cable network advertising time sales",
"corn prices",
"warehousing and storage services"
],
"question": "What economic indicators showed notable changes in the January 2024 producer price indexes?"
},
{
"answer": [
"Thursday, March 13, 2025",
"at 8:30 a.m. (ET)"
],
"question": "When is the Producer Price Index for February 2025 scheduled to be released?"
}
]
}
|
What was the total percent change for stage 3 intermediate demand in January 2024?
|
0.7 percent, the largest rise since moving up 0.7 percent in July 2024
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 138
|
d8814e8b-en_page_138.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"gradually slow to 2%"
],
"question": "What is the expected trajectory of headline inflation by the end of 2026?"
},
{
"answer": [
"strong wage growth without productivity gains",
"lack of fiscal consolidation"
],
"question": "What potential risks could impact inflation and trade competitiveness?"
},
{
"answer": [
"discontinue poorly targeted energy price subsidies",
"strengthen incentives for older workers",
"integrate and attract immigrants and mothers to labor market",
"reform education system",
"improve vocational education and training",
"implement targeted upskilling and reskilling programmes"
],
"question": "What policy reforms are suggested to improve long-term economic growth?"
}
]
}
|
What is the expected trajectory of headline inflation by the end of 2026?
|
gradually slow to 2%
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 209
|
BAC+2023+Annual+Report_page_209.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"$745,252 million"
],
"question": "What were the total assets at fair value for Bank of America as of December 31, 2023?"
},
{
"answer": [
"$95,530 million"
],
"question": "How much were the total trading account liabilities for the corporation?"
},
{
"answer": [
"0.23 percent"
],
"question": "What percentage of total consolidated liabilities were Level 3 assets and liabilities?"
}
]
}
|
What were the total assets at fair value for Bank of America as of December 31, 2023?
|
$745,252 million
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 141
|
d8814e8b-en_page_141.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"Remain restrictive",
"Ensure underlying inflationary pressures are durably contained",
"Respond to tight labour market and brisk wage growth"
],
"question": "What is the recommended approach for monetary policy to address inflationary pressures?"
},
{
"answer": [
"Implement VET system reforms",
"Reduce over-specialisation",
"Promote work-based learning",
"Expand opportunities for reskilling and upskilling",
"Use flexible, modular high-quality training programmes"
],
"question": "What strategies are suggested for addressing skill shortages in the economy?"
},
{
"answer": [
"Foreign demand slowdown",
"Geopolitical tensions",
"Increased global energy prices",
"Renewed supply chain disruptions",
"Economic slowdown in key trading partners",
"Potential increase in trade barriers"
],
"question": "What economic risks could potentially impact Czechia's export-oriented economy?"
}
]
}
|
What is the recommended approach for monetary policy to address inflationary pressures?
|
Remain restrictive, Ensure underlying inflationary pressures are durably contained, Respond to tight labour market and brisk wage growth
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 34
|
JPM-annualreport-2023_page_34.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"Redirect resources from unimportant tasks to critical areas like recovery and resolution",
"Reduce bureaucratic processes that create false sense of security",
"Examine risks outside the regulatory system that are rarely analyzed",
"Improve how the FDIC manages failing institutions"
],
"question": "What potential improvements are suggested for collaboration between banks and regulators?"
},
{
"answer": [
"Reduce the average mortgage by 70 or 80 basis points",
"Increase mortgage originations by 1 million per year",
"Help lower-income households buy their first home",
"Improve household net worth"
],
"question": "How could mortgage regulations be simplified without increasing risk?"
},
{
"answer": [
"Overlapping jurisdictions of various regulators",
"Complex and rigid regulatory models",
"Unexamined risks in unregulated market segments",
"Excessive documentation and stress testing"
],
"question": "What challenges do current banking regulations present according to the text?"
}
]
}
|
What potential improvements are suggested for collaboration between banks and regulators?
|
Redirect resources from unimportant tasks to critical areas like recovery and resolution, Reduce bureaucratic processes that create false sense of security, Examine risks outside the regulatory system that are rarely analyzed, Improve how the FDIC manages failing institutions
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 8
|
the-fed-explained_page_8.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"Perform five key functions in the public interest",
"Promote the health of the U.S. economy",
"Promote stability of the U.S. financial system"
],
"question": "What are the primary functions of the Federal Reserve System?"
},
{
"answer": [
"The U.S. Approach to Central Banking",
"The Decentralized System Structure and Its Philosophy",
"The Reserve Banks: A Blend of Private and Governmental Characteristics"
],
"question": "What topics are covered in the upcoming sections of this document?"
},
{
"answer": [
"To act in the public interest",
"To promote economic health",
"To ensure financial system stability"
],
"question": "What is the overarching goal of the Federal Reserve System?"
}
]
}
|
What are the primary functions of the Federal Reserve System?
|
Perform five key functions in the public interest, Promote the health of the U.S. economy, Promote stability of the U.S. financial system
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 71
|
the-fed-explained_page_71.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"The International Banking Act of 1978 (IBA)"
],
"question": "What regulatory act established a federal structure for foreign banks' activities in the United States?"
},
{
"answer": [
"Required to establish an intermediate holding company (IHC) over U.S. subsidiaries",
"IHCs are subject to requirements consistent with U.S. BHCs"
],
"question": "What requirements apply to foreign banking organizations with U.S. non-branch assets of $50 billion or more?"
},
{
"answer": [
"Conducts examinations of international operations at U.S. head offices and abroad",
"Coordinates supervisory programs with other federal and state banking agencies",
"Assesses financial, operational, and compliance risks"
],
"question": "How does the Federal Reserve supervise international banking operations?"
}
]
}
|
What regulatory act established a federal structure for foreign banks' activities in the United States?
|
The International Banking Act of 1978 (IBA)
|
claude-3-5-haiku-20241022
|
||
233dd5e0-aaab-456f-9936-39b8768ca090
| 182
|
WF-2023-annual-report_page_182.jpg
|
WF-2023-annual-report.pdf
|
{
"questions": [
{
"answer": [
"Frozen noncontributory qualified defined benefit retirement plan",
"Cash Balance Plan",
"Wells Fargo Canada Pension Plan"
],
"question": "What types of pension plans does Wells Fargo sponsor for employees?"
},
{
"answer": [
"$221 million"
],
"question": "What was the settlement loss recognized for the Cash Balance Plan in 2022?"
},
{
"answer": [
"Decreased from $11,032 million to $8,141 million"
],
"question": "How did the benefit obligation for qualified pension benefits change between December 31, 2022 and December 31, 2023?"
}
]
}
|
What types of pension plans does Wells Fargo sponsor for employees?
|
Frozen noncontributory qualified defined benefit retirement plan, Cash Balance Plan, Wells Fargo Canada Pension Plan
|
claude-3-5-haiku-20241022
|
||
c50fb324-8b95-4ef7-98f5-b61eaddd853b
| 12
|
2025005pap_page_12.jpg
|
2025005pap.pdf
|
{
"questions": [
{
"answer": [
"Kernel Density Estimation (KDE)"
],
"question": "What statistical method is used to estimate the probability density function of aggregated Actual and Hypothetical P&L series?"
},
{
"answer": [
"symmetric about mean 0",
"similar overall shape"
],
"question": "What characteristics are expected in the PDF of a well-hedged trading book?"
},
{
"answer": [
"taking on additional balance sheet items",
"not driven by customer-facing transactions"
],
"question": "What might drastic shifts in the overall shape of the PDF indicate about a firm's trading activities?"
}
]
}
|
What statistical method is used to estimate the probability density function of aggregated Actual and Hypothetical P&L series?
|
Kernel Density Estimation (KDE)
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 298
|
JPM-annualreport-2023_page_298.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"$24.8 billion",
"reflecting a net addition of $3.1 billion from December 31, 2022"
],
"question": "What was the total allowance for credit losses as of December 31, 2023?"
},
{
"answer": [
"4.1% in 2024",
"4.4% in Q4 2024",
"4.1% in 2025"
],
"question": "What are the central case assumptions for U.S. unemployment rate in 2024?"
},
{
"answer": [
"using a weighted average of five internally developed macroeconomic scenarios",
"incorporating more punitive macroeconomic factors than the central case assumptions"
],
"question": "How did the firm estimate its allowance for credit losses?"
}
]
}
|
What was the total allowance for credit losses as of December 31, 2023?
|
$24.8 billion, reflecting a net addition of $3.1 billion from December 31, 2022
|
claude-3-5-haiku-20241022
|
||
3965d2ed-fd80-4433-891b-c2371cdb8714
| 28
|
202411-supervision-and-regulation-report_page_28.jpg
|
202411-supervision-and-regulation-report.pdf
|
{
"questions": [
{
"answer": [
"Relatively stable ratings around 90-95%",
"Consistent 'satisfactory' ratings",
"Minimal variation in top-tier performance"
],
"question": "What trends are observable in top-tier ratings for CBO and RBO firms between 2020 and 2024?"
},
{
"answer": [
"IT and operational risk",
"Management, risk management, internal controls",
"Credit risk",
"highest percentages of supervisory findings"
],
"question": "What are the most significant supervisory finding categories for CBO firms?"
},
{
"answer": [
"1,407 total supervisory findings",
"as of 2024-Q2",
"for CBO firms"
],
"question": "How many total supervisory findings were recorded for CBO firms in 2024-Q2?"
}
]
}
|
What trends are observable in top-tier ratings for CBO and RBO firms between 2020 and 2024?
|
Relatively stable ratings around 90-95%, Consistent 'satisfactory' ratings, Minimal variation in top-tier performance
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 193
|
JPM-annualreport-2023_page_193.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"U.S. unemployment",
"U.S. real GDP",
"U.S. equity prices",
"U.S. interest rates",
"U.S. corporate credit spreads",
"oil prices",
"commercial real estate prices",
"HPI"
],
"question": "What are the key macroeconomic variables used by JPMorgan Chase in estimating credit losses?"
},
{
"answer": [
"Using eight-quarter forecast methodology",
"Incorporating macroeconomic forecasts",
"Considering hundreds of macroeconomic variables",
"Analyzing less than twenty key variables",
"Evaluating portfolio and geography impacts"
],
"question": "How does JPMorgan Chase determine its allowance for credit losses?"
},
{
"answer": [
"Difficult to estimate input factors",
"Wide variety of factors influence estimates",
"Changes may not occur at the same rate",
"Variations across geographies and product types",
"Potential offsetting impacts of different factors"
],
"question": "What challenges does the bank face in estimating potential credit loss changes?"
}
]
}
|
What are the key macroeconomic variables used by JPMorgan Chase in estimating credit losses?
|
U.S. unemployment, U.S. real GDP, U.S. equity prices, U.S. interest rates, U.S. corporate credit spreads, oil prices, commercial real estate prices, HPI
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 246
|
JPM-annualreport-2023_page_246.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"Interest rate contracts",
"Credit contracts",
"Foreign exchange contracts",
"Equity contracts",
"Commodity contracts"
],
"question": "What types of derivative contracts are detailed in the financial statement?"
},
{
"answer": [
"Decreased from $639,593 in 2022 to $539,248 in 2023",
"Significant reduction across multiple contract types"
],
"question": "How do gross derivative receivables compare between 2022 and 2023?"
},
{
"answer": [
"Netting method based on master netting agreement",
"Cash collateral considered",
"Legal opinion used for netting eligibility"
],
"question": "What accounting method is used for reporting derivative receivables and payables?"
}
]
}
|
What types of derivative contracts are detailed in the financial statement?
|
Interest rate contracts, Credit contracts, Foreign exchange contracts, Equity contracts, Commodity contracts
|
claude-3-5-haiku-20241022
|
||
8fac4925-c969-445d-ad84-495883cfe832
| 6
|
18036510-en_page_6.jpg
|
18036510-en.pdf
|
{
"questions": [
{
"answer": [
"A research-based framework for creating adaptable content",
"Uses visual aids, multimodal resources, and assistive technologies",
"Makes mathematical concepts accessible to students with disabilities or language barriers"
],
"question": "What is Universal Design for Learning and how does it support educational inclusivity?"
},
{
"answer": [
"Integrates critical thinking and real-world applications",
"Develops transferable skills",
"Connects mathematics with disciplines like science and social studies",
"Provides relatable and practical learning experiences"
],
"question": "How can a competency-based approach transform mathematics education?"
},
{
"answer": [
"Addressing emotional barriers",
"Promoting a growth mindset",
"Emphasizing potential for improvement through effort",
"Connecting mathematics to societal issues",
"Maintaining high expectations",
"Creating inclusive learning environments"
],
"question": "What strategies can help reduce mathematics anxiety and improve student engagement?"
}
]
}
|
What is Universal Design for Learning and how does it support educational inclusivity?
|
A research-based framework for creating adaptable content, Uses visual aids, multimodal resources, and assistive technologies, Makes mathematical concepts accessible to students with disabilities or language barriers
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 15
|
the-fed-explained_page_15.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"Federal Reserve Board of Governors",
"Federal Reserve Banks",
"Federal Open Market Committee (FOMC)"
],
"question": "What are the three key Federal Reserve entities that make decisions about the U.S. economy?"
},
{
"answer": [
"Nominated by the President of the United States",
"Confirmed in their positions by the Senate"
],
"question": "How are members of the Board of Governors selected and confirmed?"
},
{
"answer": [
"Direct open market operations",
"Promote U.S. monetary policy",
"Maintain employment, stable prices",
"Moderate long-term interest rates in the U.S. economy"
],
"question": "What are the primary responsibilities of the Federal Open Market Committee?"
}
]
}
|
What are the three key Federal Reserve entities that make decisions about the U.S. economy?
|
Federal Reserve Board of Governors, Federal Reserve Banks, Federal Open Market Committee (FOMC)
|
claude-3-5-haiku-20241022
|
||
81cd0462-cc35-4095-9d3c-7217dad6c9f3
| 21
|
The Presentation Materials_4Q24_ADA_page_21.jpg
|
The Presentation Materials_4Q24_ADA.pdf
|
{
"questions": [
{
"answer": [
"$870B"
],
"question": "How much were deposits in excess of loans in Q4 2024?"
},
{
"answer": [
"54% cash and AFS",
"46% HTM"
],
"question": "What percentage of excess deposits were stored in cash versus investment securities in Q4 2024?"
},
{
"answer": [
"146 basis points above deposit rate paid"
],
"question": "What was the blended cash and securities yield relative to deposit rate paid?"
}
]
}
|
How much were deposits in excess of loans in Q4 2024?
|
$870B
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 55
|
d8814e8b-en_page_55.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"declining working population",
"potential constraints on economic growth"
],
"question": "What demographic trends are expected to impact economic output growth in OECD economies?"
},
{
"answer": [
"education and training policies",
"ensuring foundational skills",
"apprenticeship programs",
"vocational education focused on employer needs",
"participation in life-long training programs"
],
"question": "What policy measures can help address structural labour shortages?"
},
{
"answer": [
"bringing more women and older workers into labour market",
"unemployment rate reforms",
"parental leave adjustments",
"immigration policy reforms",
"attracting workers with required skills"
],
"question": "What strategies can improve labour market participation and worker mobility?"
}
]
}
|
What demographic trends are expected to impact economic output growth in OECD economies?
|
declining working population, potential constraints on economic growth
|
claude-3-5-haiku-20241022
|
||
fb1ce55c-980a-42a0-b177-78fc79fdebc0
| 31
|
BLS-consumerpriceindex_jan2025_page_31.jpg
|
BLS-consumerpriceindex_jan2025.pdf
|
{
"questions": [
{
"answer": [
"-0.7"
],
"question": "What was the percentage change for snacks in January 2025?"
},
{
"answer": [
"5.648"
],
"question": "What is the relative importance of food away from home in the Consumer Price Index?"
},
{
"answer": [
"Propane, kerosene, and firewood at -5.3%"
],
"question": "Which energy commodity experienced the largest percentage decline in January 2025?"
}
]
}
|
What was the percentage change for snacks in January 2025?
|
-0.7
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 252
|
JPM-annualreport-2023_page_252.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"Interest rate",
"Credit",
"Foreign exchange"
],
"question": "What are the different contract types for derivatives gains and losses in the financial statements?"
},
{
"answer": [
"Meet customer needs",
"Manage credit risk in lending exposures",
"Manage credit risk in wholesale and consumer businesses",
"Market-making in financial instruments"
],
"question": "What are the primary purposes of credit derivatives for this financial firm?"
},
{
"answer": [
"Allow one party (protection purchaser) to transfer credit risk to another party (protection seller)",
"Protection seller receives premium for providing credit protection",
"Risk transfer occurs when a credit event like bankruptcy or restructuring happens"
],
"question": "How do credit derivatives transfer risk between parties?"
}
]
}
|
What are the different contract types for derivatives gains and losses in the financial statements?
|
Interest rate, Credit, Foreign exchange
|
claude-3-5-haiku-20241022
|
||
3965d2ed-fd80-4433-891b-c2371cdb8714
| 32
|
202411-supervision-and-regulation-report_page_32.jpg
|
202411-supervision-and-regulation-report.pdf
|
{
"questions": [
{
"answer": [
"Summarizes the overall condition of a commercial bank",
"Assesses six key areas: Capital, Asset quality, Management, Earnings, Liquidity, and Sensitivity to market risk",
"Provides a composite rating and individual component ratings"
],
"question": "What is the CAMELS rating system used for in bank examinations?"
},
{
"answer": [
"Uses a numeric scale of '1' to '5'",
"'1' being the highest rating",
"'5' requiring the highest level of supervisory attention",
"Part of the CAMELS rating system"
],
"question": "How does the Federal Reserve assign risk management ratings to small and medium-sized banks?"
},
{
"answer": [
"Construction and land development loans",
"Land loans",
"Loans secured by multifamily residential properties",
"Loans secured by nonfarm nonresidential properties",
"Loans secured by farmland"
],
"question": "What types of loans are included in Commercial Real Estate (CRE) loans?"
}
]
}
|
What is the CAMELS rating system used for in bank examinations?
|
Summarizes the overall condition of a commercial bank, Assesses six key areas: Capital, Asset quality, Management, Earnings, Liquidity, and Sensitivity to market risk, Provides a composite rating and individual component ratings
|
claude-3-5-haiku-20241022
|
||
687e860a-52bf-44ec-8689-7fa0c0463097
| 26
|
2024088pap_page_26.jpg
|
2024088pap.pdf
|
{
"questions": [
{
"answer": [
"consumption-driven moves",
"job-driven moves"
],
"question": "What are the two primary types of residential moves discussed in this research?"
},
{
"answer": [
"Lower rate gaps could inhibit consumption-driven moves",
"Negative rate gaps could inhibit job-driven moves",
"Rising rates may lock homeowners into current housing by reducing ability to move"
],
"question": "How do borrower rate gaps potentially impact residential mobility?"
},
{
"answer": [
"family reasons",
"desire to improve housing",
"neighborhood preferences"
],
"question": "What motivates short-distance moves within the same county?"
}
]
}
|
What are the two primary types of residential moves discussed in this research?
|
consumption-driven moves, job-driven moves
|
claude-3-5-haiku-20241022
|
||
aa0a4bcd-a10b-4d72-b6d7-d4aa84627a77
| 62
|
2023-report-economic-well-being-us-households-202405_page_62.jpg
|
2023-report-economic-well-being-us-households-202405.pdf
|
{
"questions": [
{
"answer": [
"Rates vary by education level and age",
"Graduate degree holders have highest loan acquisition rates",
"Rates range from 39-64% depending on education and age"
],
"question": "How do student loan acquisition rates differ across various education levels and age groups?"
},
{
"answer": [
"Median amount between $20,000 and $24,999",
"28% of borrowers have less than $10,000 in outstanding debt",
"Most owe less than $25,000 on their student loans"
],
"question": "What is the typical student loan debt amount for borrowers in 2023?"
},
{
"answer": [
"Black and Hispanic borrowers more likely to carry higher balances",
"Borrowers with higher education levels tend to have more student loan debt",
"Debt varies by type of institution attended"
],
"question": "How do student loan debt characteristics differ across demographic groups?"
}
]
}
|
How do student loan acquisition rates differ across various education levels and age groups?
|
Rates vary by education level and age, Graduate degree holders have highest loan acquisition rates, Rates range from 39-64% depending on education and age
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 173
|
d8814e8b-en_page_173.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"6.8%"
],
"question": "What is the projected GDP growth rate for India in 2024?"
},
{
"answer": [
"Food prices are pushing up consumer price inflation",
"Consumer price inflation shows significant volatility"
],
"question": "How have food prices been impacting inflation in India?"
},
{
"answer": [
"Agriculture, industry, and services have shown varying growth rates",
"Services sector has maintained relatively stable growth",
"Industry has experienced more volatile output growth"
],
"question": "What is the trend in India's sectoral output growth across agriculture, industry, and services?"
}
]
}
|
What is the projected GDP growth rate for India in 2024?
|
6.8%
|
claude-3-5-haiku-20241022
|
||
aacf1797-588f-4b39-82cc-6981e5ffb700
| 16
|
BLS-employmentsituation032025_page_16.jpg
|
BLS-employmentsituation032025.pdf
|
{
"questions": [
{
"answer": [
"48.7%"
],
"question": "What is the employment participation rate for veterans in February 2024?"
},
{
"answer": [
"17,680 thousand"
],
"question": "How many veterans are in the civilian noninstitutional population in February 2024?"
},
{
"answer": [
"2.5%"
],
"question": "What is the unemployment rate for Gulf War-era II veterans in February 2024?"
}
]
}
|
What is the employment participation rate for veterans in February 2024?
|
48.7%
|
claude-3-5-haiku-20241022
|
||
81cd0462-cc35-4095-9d3c-7217dad6c9f3
| 5
|
The Presentation Materials_4Q24_ADA_page_5.jpg
|
The Presentation Materials_4Q24_ADA.pdf
|
{
"questions": [
{
"answer": [
"$25.3 billion",
"15% increase from previous quarter"
],
"question": "What was the total revenue for the quarter and how much did it increase compared to the previous quarter?"
},
{
"answer": [
"$6.7 billion",
"112% increase from previous quarter"
],
"question": "What was the net income and how does it compare to the previous quarter?"
},
{
"answer": [
"Return on average assets was 0.80%",
"Return on average common shareholders' equity was 9.4%",
"Return on average tangible common shareholders' equity was 12.6%"
],
"question": "What were the key return metrics for the company in the current quarter?"
}
]
}
|
What was the total revenue for the quarter and how much did it increase compared to the previous quarter?
|
$25.3 billion, 15% increase from previous quarter
|
claude-3-5-haiku-20241022
|
||
bc6352e8-183b-4f3b-8e29-1d362acb1cc7
| 11
|
2503.04941v1_page_11.jpg
|
2503.04941v1.pdf
|
{
"questions": [
{
"answer": [
"a metric combining raw computational power and algorithmic efficiency",
"a key input for tracking AI capabilities",
"captures both hardware and software improvements in a unified framework"
],
"question": "What is the concept of 'effective compute' in AI development?"
},
{
"answer": [
"training represents a fixed cost producing non-rival model weights",
"inference is a variable cost that can enhance or deploy trained models",
"affects which tasks can be automated and how many digital workers can operate in parallel"
],
"question": "How do training and inference phases differ in AI systems?"
},
{
"answer": [
"hardware advances (improving compute per dollar)",
"software advances (making computations more efficient)",
"with an asymmetry that software improvements enhance all compute while hardware improvements only affect new compute"
],
"question": "What are the two channels through which technological progress reduces the cost of effective compute?"
}
]
}
|
What is the concept of 'effective compute' in AI development?
|
a metric combining raw computational power and algorithmic efficiency, a key input for tracking AI capabilities, captures both hardware and software improvements in a unified framework
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 248
|
d8814e8b-en_page_248.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"1.3% in 2024",
"1.5% in 2025",
"1.9% in 2026"
],
"question": "What is the projected GDP growth for Switzerland in 2024, 2025, and 2026?"
},
{
"answer": [
"improving domestic demand",
"declining inflation",
"more favorable financing conditions",
"rising employment",
"heightened uncertainty about external demand"
],
"question": "What factors are expected to drive economic growth in Switzerland?"
},
{
"answer": [
"0.6% in October",
"down from 1.1% in August",
"down from 0.8% in September"
],
"question": "What was the inflation rate in Switzerland in October, and how does it compare to previous months?"
}
]
}
|
What is the projected GDP growth for Switzerland in 2024, 2025, and 2026?
|
1.3% in 2024, 1.5% in 2025, 1.9% in 2026
|
claude-3-5-haiku-20241022
|
||
233dd5e0-aaab-456f-9936-39b8768ca090
| 92
|
WF-2023-annual-report_page_92.jpg
|
WF-2023-annual-report.pdf
|
{
"questions": [
{
"answer": [
"KPMG LLP"
],
"question": "What accounting firm prepared the independent report for Wells Fargo & Company?"
},
{
"answer": [
"February 20, 2024"
],
"question": "What date was the financial report prepared and signed?"
},
{
"answer": [
"Internal Control - Integrated Framework (2013) issued by the Committee of Sponsoring Organizations"
],
"question": "What framework was used for assessing internal control over financial reporting?"
}
]
}
|
What accounting firm prepared the independent report for Wells Fargo & Company?
|
KPMG LLP
|
claude-3-5-haiku-20241022
|
||
233dd5e0-aaab-456f-9936-39b8768ca090
| 13
|
WF-2023-annual-report_page_13.jpg
|
WF-2023-annual-report.pdf
|
{
"questions": [
{
"answer": [
"approximately $1.9 trillion"
],
"question": "What was the total asset value of Wells Fargo & Company as of December 31, 2023?"
},
{
"answer": [
"entered into a consent order with the Federal Reserve System (FRB)",
"Board of Directors submitted a plan to further enhance the Company's governance and oversight",
"required to improve compliance and operational risk management program"
],
"question": "What regulatory actions did Wells Fargo face in 2018 related to governance and risk management?"
},
{
"answer": [
"consent order with the Consumer Financial Protection Bureau (CFPB)",
"consent order with the Office of the Comptroller of the Currency (OCC)",
"aggregate of $1 billion in civil money penalties",
"addressing consumer financial protection insurance policies and mortgage interest rate lock extensions"
],
"question": "What consent orders did Wells Fargo enter into with regulatory agencies in 2018?"
}
]
}
|
What was the total asset value of Wells Fargo & Company as of December 31, 2023?
|
approximately $1.9 trillion
|
claude-3-5-haiku-20241022
|
||
aa0a4bcd-a10b-4d72-b6d7-d4aa84627a77
| 49
|
2023-report-economic-well-being-us-households-202405_page_49.jpg
|
2023-report-economic-well-being-us-households-202405.pdf
|
{
"questions": [
{
"answer": [
"64 percent"
],
"question": "What percentage of adults owned their homes in 2023?"
},
{
"answer": [
"36 percent of adults with less than $50,000 income own their home",
"87 percent of adults with $100,000 or more income own their home"
],
"question": "How does homeownership rate vary by income level?"
},
{
"answer": [
"Black and Hispanic households less likely to own homes",
"Adults with a disability less likely to own homes"
],
"question": "What demographic characteristics show gaps in homeownership rates?"
}
]
}
|
What percentage of adults owned their homes in 2023?
|
64 percent
|
claude-3-5-haiku-20241022
|
||
5e5f89d9-bb65-4ec3-805e-cd61741dab14
| 57
|
20200612_mprfullreport_page_57.jpg
|
20200612_mprfullreport.pdf
|
{
"questions": [
{
"answer": [
"Expanded Open Market Desk operations of overnight and term repo operations",
"Reached a peak of $442 billion in mid-March",
"Announced several reductions in repo operations",
"Maintained standing dollar liquidity swap line with central banks"
],
"question": "What actions did the Federal Reserve take to address strains in short-term U.S. dollar funding markets?"
},
{
"answer": [
"Money Market Mutual Liquidity Facility",
"Primary Dealer Credit Facility",
"Commercial Paper Funding Facility",
"Secondary Market Corporate Credit Facility",
"Municipal Liquidity Facility"
],
"question": "What lending programs and facilities did the Federal Reserve implement under Section 13(3) of the Federal Reserve Act?"
},
{
"answer": [
"Lowered primary credit rate by 150 basis points to 0.25 percent",
"Extended borrowing terms up to 90 days",
"Encouraged depository institutions to use the discount window to meet unexpected funding needs"
],
"question": "What were the key changes to the Federal Reserve's discount window during the COVID-19 period?"
}
]
}
|
What actions did the Federal Reserve take to address strains in short-term U.S. dollar funding markets?
|
Expanded Open Market Desk operations of overnight and term repo operations, Reached a peak of $442 billion in mid-March, Announced several reductions in repo operations, Maintained standing dollar liquidity swap line with central banks
|
claude-3-5-haiku-20241022
|
||
510d7aa6-616a-4a01-9775-0472c861567d
| 28
|
BLS-producerprice2025_page_28.jpg
|
BLS-producerprice2025.pdf
|
{
"questions": [
{
"answer": [
"-0.2%"
],
"question": "What were the price index changes for agricultural chemicals and chemical products in January 2025?"
},
{
"answer": [
"Natural gas at 57.1%",
"Liquefied petroleum gas at 14.2%",
"Crude petroleum at 14.8%"
],
"question": "Which commodity groupings experienced the most significant price index changes in the December to January period?"
},
{
"answer": [
"Increased 0.4% from August to September",
"Decreased 1.2% from October to November"
],
"question": "How did the price index for synthetic rubber change between August to September and October to November 2024?"
}
]
}
|
What were the price index changes for agricultural chemicals and chemical products in January 2025?
|
-0.2%
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 48
|
JPM-annualreport-2023_page_48.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"War comes not when the forces of freedom are strong, but when they are weak",
"Said in 1980"
],
"question": "What perspective does Ronald Reagan offer about war and strength?"
},
{
"answer": [
"Ukraine is essentially the front line that needs immediate support",
"The ongoing wars could spread in unpredictable ways",
"Represents a potential threat of nuclear weapons"
],
"question": "What is the current geopolitical significance of Ukraine in the Western world's perspective?"
},
{
"answer": [
"Much of the money is for purchasing weapons and equipment",
"Most equipment will be built in America",
"Aid is helping American manufacturers",
"Helping rebuild Ukraine's military industrial capacity"
],
"question": "How is American aid to Ukraine being structured and what are its broader implications?"
}
]
}
|
What perspective does Ronald Reagan offer about war and strength?
|
War comes not when the forces of freedom are strong, but when they are weak, Said in 1980
|
claude-3-5-haiku-20241022
|
||
233dd5e0-aaab-456f-9936-39b8768ca090
| 11
|
WF-2023-annual-report_page_11.jpg
|
WF-2023-annual-report.pdf
|
{
"questions": [
{
"answer": [
"$82,597 million"
],
"question": "What was Wells Fargo's total revenue for the year 2023?"
},
{
"answer": [
"1.02%"
],
"question": "What was the return on average assets (ROA) for Wells Fargo in 2023?"
},
{
"answer": [
"$177,136 million"
],
"question": "How much was Wells Fargo's market capitalization at the end of 2023?"
}
]
}
|
What was Wells Fargo's total revenue for the year 2023?
|
$82,597 million
|
claude-3-5-haiku-20241022
|
||
801c286f-cf9b-4db8-baab-37593b392bc5
| 92
|
BAC+2023+Annual+Report_page_92.jpg
|
BAC+2023+Annual+Report.pdf
|
{
"questions": [
{
"answer": [
"$424,410 million"
],
"question": "What was the total consumer investment assets for Bank of America in 2023?"
},
{
"answer": [
"First mortgage loan production decreased from $20,981 million to $9,145 million",
"Home equity loan production decreased from $7,988 million to $8,328 million"
],
"question": "How did Consumer Lending's loan production change between 2022 and 2023?"
},
{
"answer": [
"Active digital banking users increased to 46,265 thousand",
"Active mobile banking users increased to 37,927 thousand"
],
"question": "What were the key changes in Bank of America's digital banking users in 2023?"
}
]
}
|
What was the total consumer investment assets for Bank of America in 2023?
|
$424,410 million
|
claude-3-5-haiku-20241022
|
||
d1bc6b95-0bce-4bd9-8e12-9852a12b8496
| 32
|
The Presentation Materials_1Q24_ADA_page_32.jpg
|
The Presentation Materials_1Q24_ADA.pdf
|
{
"questions": [
{
"answer": [
"Javelin 2023 Online and Mobile Banking Scorecards",
"FDIC reports",
"Global Finance publications",
"J.D. Power 2024 Financial Health Support Certification",
"Euromoney",
"Treasury Management International",
"Various financial industry publications"
],
"question": "What are the primary sources for business leadership information in this document?"
},
{
"answer": [
"2024"
],
"question": "What is the most recent year represented in these business leadership sources?"
},
{
"answer": [
"Banking scorecards",
"FDIC call reports",
"Treasury and cash management awards",
"Financial health certifications",
"Industry intelligence reports"
],
"question": "What types of financial publications are referenced in these sources?"
}
]
}
|
What are the primary sources for business leadership information in this document?
|
Javelin 2023 Online and Mobile Banking Scorecards, FDIC reports, Global Finance publications, J.D. Power 2024 Financial Health Support Certification, Euromoney, Treasury Management International, Various financial industry publications
|
claude-3-5-haiku-20241022
|
||
c4cc71e1-7f9c-40c2-8e91-ab0731b2b413
| 30
|
The Presentation Materials_3Q24_ADA_page_30.jpg
|
The Presentation Materials_3Q24_ADA.pdf
|
{
"questions": [
{
"answer": [
"63%"
],
"question": "What percentage of global markets revenue comes from U.S. and Canada in 2024?"
},
{
"answer": [
"Increased from $12.3 billion in 2021 to $14.8 billion in 2024",
"Growth across both FICC and Equities segments"
],
"question": "How have total sales and trading revenues changed from 2021 to 2024 year-to-date?"
},
{
"answer": [
"54% Credit/Other",
"46% Macro"
],
"question": "What is the breakdown of the 2024 YTD Total FICC S&T Revenue Mix?"
}
]
}
|
What percentage of global markets revenue comes from U.S. and Canada in 2024?
|
63%
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 309
|
JPM-annualreport-2023_page_309.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"Uses combinations of derivatives and securities",
"Aims to offset interest-rate related changes in fair value",
"Uses risk management instruments"
],
"question": "How does JPMorgan Chase manage the risk of changes in the fair value of Mortgage Servicing Rights (MSRs)?"
},
{
"answer": [
"$8,522 million"
],
"question": "What was the fair value of Mortgage Servicing Rights at the end of 2023?"
},
{
"answer": [
"MSRs typically decrease in value when interest rates decline",
"Interest rate changes affect prepayment speeds",
"Changes reduce the expected life of net servicing cash flows"
],
"question": "How do changes in interest rates impact the value of Mortgage Servicing Rights?"
}
]
}
|
How does JPMorgan Chase manage the risk of changes in the fair value of Mortgage Servicing Rights (MSRs)?
|
Uses combinations of derivatives and securities, Aims to offset interest-rate related changes in fair value, Uses risk management instruments
|
claude-3-5-haiku-20241022
|
||
d6820fc8-3c5c-448e-9415-a78e03cf43bb
| 55
|
the-fed-explained_page_55.jpg
|
the-fed-explained.pdf
|
{
"questions": [
{
"answer": [
"Leverage ratios drop during recessions",
"Total tier capital ratios increase after economic downturns",
"Common equity tier 1 ratio tends to rise post-crisis"
],
"question": "How do leverage ratios in the banking sector change during periods of economic recession?"
},
{
"answer": [
"Total tier (1 + tier 2) capital ratio",
"Common equity tier 1 ratio",
"Leverage ratio",
"Ratio of tier 1 capital to total assets"
],
"question": "What metrics does the Federal Reserve use to monitor financial system stability?"
},
{
"answer": [
"Can amplify effects of negative economic shocks",
"May cause credit contraction during economic downturns",
"Potential for fire sales of assets",
"Increased risk of bank runs",
"Higher likelihood of systemic financial instability"
],
"question": "What potential risks do highly leveraged financial institutions pose to the broader economy?"
}
]
}
|
How do leverage ratios in the banking sector change during periods of economic recession?
|
Leverage ratios drop during recessions, Total tier capital ratios increase after economic downturns, Common equity tier 1 ratio tends to rise post-crisis
|
claude-3-5-haiku-20241022
|
||
9a3888b5-70da-4af8-99db-d730052b4a9f
| 43
|
d8814e8b-en_page_43.jpg
|
d8814e8b-en.pdf
|
{
"questions": [
{
"answer": [
"over one quarter",
"similar contribution in 2024 and 2025"
],
"question": "What percentage of global economic growth is the Chinese economy expected to contribute in 2024 and 2025?"
},
{
"answer": [
"tighter financial conditions",
"weaker commodity prices",
"downside risks in credit events",
"adjustment process in real estate sector",
"demand-side restrictions in property sector"
],
"question": "What potential risks could impact China's economic projections?"
},
{
"answer": [
"de-escalation of conflicts in Middle East",
"reduced global policy uncertainty",
"lower energy prices",
"changes in global oil markets",
"resumption of Suez Canal use",
"stronger domestic demand from falling household saving rates"
],
"question": "What potential positive surprises could emerge in the global economic outlook?"
}
]
}
|
What percentage of global economic growth is the Chinese economy expected to contribute in 2024 and 2025?
|
over one quarter, similar contribution in 2024 and 2025
|
claude-3-5-haiku-20241022
|
||
088c40e7-b8d3-4589-845b-e483bd9e6b0f
| 213
|
JPM-annualreport-2023_page_213.jpg
|
JPM-annualreport-2023.pdf
|
{
"questions": [
{
"answer": [
"price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date",
"based on quoted market prices or inputs",
"if quoted prices are not available, based on valuation techniques considering transaction characteristics and market parameters"
],
"question": "How does JPMorgan Chase define fair value measurement?"
},
{
"answer": [
"verifies fair value estimates provided by risk-taking functions",
"leveraging independently derived prices, valuation inputs, and other market data",
"ensures reasonableness of estimates",
"conducts additional reviews including evaluating limited market activity, client unwinds, and benchmarking valuation inputs"
],
"question": "What is the role of the Valuation Control Group (VCG) in JPMorgan Chase's fair value estimation process?"
},
{
"answer": [
"observable external price or valuation parameters",
"current market conditions",
"estimated bid-offer spread for the instrument being traded",
"alternative pricing points for similar instruments in active markets",
"range of reasonable values that the price or parameter could take"
],
"question": "What factors are considered in determining liquidity valuation adjustments?"
}
]
}
|
How does JPMorgan Chase define fair value measurement?
|
price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date, based on quoted market prices or inputs, if quoted prices are not available, based on valuation techniques considering transaction characteristics and market parameters
|
claude-3-5-haiku-20241022
|
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