Epstein Secrets

eriod since the US presidential election, the three to.-performing S&P sectors and industry groups have all been finance-rela=ed (Banks, Financials, Diversified Financials) Source: Kensho Technologies 3 EFTA_R1_01918401 EFTA02666851 The Flow Show <http://rsch.ba=l.com/r?q=lOkdhk4kaufvRbmcQWmwEQ&e=dg.americas_equi

potential in financials (more details below). Our financials sector=specialist thinks XLF could have another 20-25% upside given the many leve=s to the Trump Trade: less regulation, higher interest rates, higher vol, =conomic growth, loan growth, etc. The asset sensitive regional banks are more of a pure play o

eriod since the US presidential election, the three top-performing S&P sectors and industry groups have all been finance-related (Banks, Financials, Diversified Financials) Source: Kensho Technologies The Flow Show <http://rsch.baml.com/r?q=lOkdhk4kaufvRbmcQWmwEQ&e=dg.americas_equity_derivatives_sales%40baml.com&h=jy

potential in financials (more details below). Our financials sector specialist thinks XLF could have another 20-25% upside given the many levers to the Trump Trade: less regulation, higher interest rates, higher vol, economic growth, loan growth, etc. The asset sensitive regional banks are more of a pure play o

5olm6avQytEolg&e=amanda.ens%40baml.com&h.--LPjw> . The sectors that tend to perform best as bond yields rise are Energy, Tech, Materials, Banks, and Diversified Financials. Of these sectors, the laggards this year have been Banks and Diversified Financials. With a PE of 15.9x and a PB of 2.0x, Global valuations are re

, etc. The regional banks are asset sensitive and more of a pure play on a rates move but we view the larger cap banks as having even more upside to the Trump Trade given the above points. Buy an XLF 17March2017 call spread: Buy the 105% call / sell a 110% call with a 115% at-expiry knock-in Total premium: 1.7