Epstein Secrets

the same as the last couple of years. There may be further slowing of China, but India and Indonesia could see growth accelerate, Malaysia and the Philippines could maintain trend growth, and the rest of Asia could see less disappointment. Indeed, our forecast for the next two years assumes such a path. W

G10 Central Banks are typically tightening. In the last Fed tightening cycle, all G10 Central Banks tightened. (ii) In addition, in this cycle many Central Banks are still leaning toward further accommodation, including not least in encouraging their own currency weakness. The US is one of the few countries

and will report to the Ministry of Finance. New Central Bank Governor maintains commitment to USD peg Saudi A

nstituent of @ CHINA mw KOREA = TAIWAN @ INDIA m SOUTH AFRICA @ BRAZIL SAUD: @ MEXICO m RUSSIA = MALAYSIA (EM) m= INDONESIA ~ THAILAND m@ PHILIPPINES TURKEY © CHILE = POLAND & QATAR m UAE @ COLOMBIA = PERU m GREECE m HUNGARY EGYPT m@ CZECH REPUBLIC Source: BofA Merrill Lynch Global Resear

, has the Tech Bubble started?” Our investment strategists recently warned against the risk of an overshoot in Tech, noting that the longer it takes Central Banks to tighten, the greater the risk of Tech and Growth stocks entering a speculative frenzy. Data on relative performance, valuation, and flows are remi

as of 2-Jun-17 Source: BofA Merrill Lynch Global Research. Data from 2-Jan-12 to 2-Jun-17 Foreign inflows into Korea, Taiwan, India, Indonesia, the Philippines, and Malaysia Notable trends and dislocations (Asia) Asian equity markets saw modest gains last week, led by Japan’s NKY index, which increased 2.5