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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. There is a chart pack below. What is the Trade? 1. The Tail Hedge: Buy Puts
h and we do not think the relationships have changed significantly. As correlation between bonds and SPX increases, risk parity leverage increases. The Bank of Japan's "comprehensive assessment" in Sep MPM is creating intense speculation <http://rsch.baml.com/r?q=0,nrXISChBkWrI8M4aKdamg&e=jeevacationc/040gmail.com&
"The Great Rotation" as US equities continue to look m=re attractive than Fixed Income? * * Financials and Health=are and Technology to outperform Utilities and Staples. * * USD should also benefit as the US yield curve steepens. * There is a chart pack below. <=>What is the Trade? 1. The Tail Hedge
h and we do not think the relationsh=ps have changed significantly. As correlation between bonds and SPX increa=es, risk parity leverage increases. The Bank of Japan's "=comprehensive assessment" in Sep MPM is creating intense speculation<=span> chttp://rsch.baml.com/r?q=Qnr=±5ChBkWri8M4aKdamg&e=jeevacation%40gmail
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
h and we do not think the relationships have changed significantly. As correlation between bonds and SPX increases, risk parity leverage increases. The Bank of Japan's "comprehensive assessment" in Sep MPM is creating intense speculation <http:firsch.baml.com/r?q=anrXISChBkWr!8M4aKdamg&e=jeevacation1440gmail.com&h=
Entities connected to both Utilities and The Bank of Japan's

Jeffrey Epstein
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Richard Kahn
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Sydney
LOCATION
Health Care
ORGANIZATION
Bank of America
ORGANIZATIONAmanda
PERSONRegional Bank ETF
ORGANIZATIONPierce, Fenner & Smith Incorporated
ORGANIZATIONMacro Equity & Global Alpha
ORGANIZATIONIG Credit
ORGANIZATIONPost Strong US Payroll Data
ORGANIZATIONJGB Futures
ORGANIZATIONAmanda Ens
PERSONPost Q2
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ORGANIZATIONUSD Strength Trade
ORGANIZATIONBofA Merrill
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Green
PERSONHealthcare and Technology
ORGANIZATIONBuy Healthcare & Biotech
ORGANIZATION