Epstein Secrets

or generating robust and executable trade ideas through cross referencing our macro and equity research with positioning and flow data. Greg joined BofA Merrill in Sydney, Australia in 1985 and has spent the following 30 years in a range of leadership roles across fixed income and currencies; trading and str

andle 'The Great Rotation" as US equities continue to look more attractive than Fixed Income? Financials and Healthcare and Technology to outperform Utilities and Staples. USD should also benefit as the US yield curve steepens. 2 EFTA_R1_01556441 EFTA02454604 There is a chart pack below. What is the

BofA ML turned neutral in EM in the short-term Close positions from trades that have benefited thus far from the rally in Financials and weakness in Utilities; monetize view that Fed will not hike in September Take advantage of low near term vol and a steep term structure Unwind Oct/Jan spread and maintai

eutsche Bank, ING Group, LPF&S together with its affiliates ownership position on he report: BNP Paribas The issuer is or was, wi ntesa, Santander. BofA Merrill Corporation, inc ved , Deutsche Bi hin the last ysts responsible for covering iliate was a manager of a pub compensa compensa ceive or in ntesa,

ahead of closing the Rite Aid acquisition Cheap hedge against a bond tantrum Cheap equity upside in a bond / equity melt-up Record outperformance of Utilities vs. Financials + FMS positioning + central bank catalysts = potential for cyclicals / defensives mean reversion SX7E 1M 25d call / SX5E 1M 25d call p

ons, conclusion, or information con an authorized officer of BofA Merrill Lynch. ed in this material | Lynch, including investment banking personnel. BofA Merrill jons that are inconsistent rames, assumptions, views and analytical ‘0 the attention of any and in connection ly and does not extend with the execu