Epstein Secrets

west footprint with its low unemployment and a strong manufacturing base. While commenting on the potential for relief coming out of DC under the new Trump administration, management noted that shortage of skilled workers was probably the biggest issue impeding businesses in its footprint versus higher t

_OVERSIGHT_014364 --- PAGE BREAK --- proposals. Mr. Trump and congress could also ultimately defer to the S

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

reform OK, maybe it’s not as inevitable as death and taxes, but some form of corporate tax reform seems likely. It is a stated priority of President Trump and has widespread Congressional support. We here focus on four components that could have big equity implications. We assess the impacts at a market

x reform seems likely. It is a stated priority of President Trump and has widespread Congressional support. We here

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.

upside on structurally challenged European banks & relatively more bearish outlook for US rates vs EU USDJPY and NKY the biggest beneficiaries of a Trump win Banks and Insurance are the most leveraged sector Banks and Insurance are the most leveraged sector China risk premium rising but A-shares vol

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.

ntion) may still find that option markets are currently pricing too little of a move. However, as we have recently argued the debate about whether a Trump win would be good or bad for markets coupled with the inability to exactly pinpoint real risks are likely headwinds to a sizeable market shock. 8 Gl

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