Epstein Secrets

rance and REITs? 40% 37% 35% 30% 25% 20% 15% 10% 5% 0% Very overweight Slightly overweight Neutral Slightly Very underweight underweight Source: BofA Merrill Lynch Global Research New this year, we hosted expert panels on the evolution of clearing, fixed income market structure, equity market structure, and payments, and how i

irman of Sullivan & Cromwell; Richard Kim, partner at Wachtell, Lipton, Rosen & Katz, and Ed Hill, Senior Vice President, Government Affairs, Bank of America Corporation. = Regulation is about tone: Our panelists agreed that the scope and strength of regulation comes from the tone and attitude of regulators rather th

eek advice rega ents discussed in this report. ‘A Merrill Lynch Global Research, may have issued and may in the future issue trad

sumptions, views and analytical 0 the attention of any and in connection ly and does not extend with the execution of any has contracted direct of America Corporation. iQanalytics®, | Lynch clients and may not be redistributed, Lynch Global Research reports are distributed horized use or disclosure is prohibited.

*S&P ex. Fins. & Real Estate cash is as a % of total S&P 500 market cap Source: Bloomberg, FactSet, BofA Merrill Lynch US Equity & US Quant Strategy, BofA Merrill Lynch Global Research Repatriation in context: a look back at 2004 The last repatriation holiday in the US was the Homeland Investment Act (HIA) of 2004 (part of the Ame

sumptions, views and analytical o the attention of any and in connection ly and does not extend with the execution of any has contracted direct of America Corporation. iQanalytics®, | Lynch clients and may not be redistributed, Lynch Global Research reports are distributed horized use or disclosure is prohibited.

uvFeg n eaeEeoe > co uu eggs = Oo oy oo a0 #0 => vo cs - ow 2 wv a) = ro) = £ = Ss = ox £€Oo 2 Oo ow Ye g 2 Qw = 2 ef Ss £ = ==ts6~ S> = C& Source: BofA Merrill Lynch Global Research. *Latest as of 05-Aug-16 Chart 2: Change** in stress across GFSI sub-components. The biggest moves were declines in stress; led by credit. Notably s

umptions, views and analytical ‘0 the attention of any and in connection ly and does not extend with the execution of any has contracted direct of America Corporation. iQanalytics®, | Lynch clients and may not be redistributed, Lynch Global Research reports are distributed use or disclosure is prohibited. Receipt