Epstein Secrets

e trends, starts others In the three weeks since Donald Trump’s election victory global markets have seen some dr

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Global Cross Asset Strategy —- Year Ahead Bankof America The Trump inflection ape ce Investment Strategy 30 November 2016 Corrected Key takeaways ee « Market response to Trump is logical but moves have been frontlo

am Page for Full List of Contributors 10Y real rates. CNH a hedge vs trade risk. Trump extends some trends, starts others In the three weeks since Donald Trump’s election victory global markets have seen some dramatic moves. Som1e of those moves are extending trends that had already started — higher yields, hi

e. That is particularly the case if the Fed under President Trump is made more hawkish as our economists think it p

as the effective date of regulations published in the Office of the Federal Register have not taken effect as of yet. On February 3, 2017, President Trump signed a presidential memorandum to delay the Rule by six (6)-months, casting doubt on its viability. The memorandum instructs the DOL to conduct a

not taken effect as of yet. On February 3, 2017, President Trump signed a presidential memorandum to delay the Rul

ere they have no Reportable Accounts. DATE June 15 June 30 Anniversary Date of Filing As Necessary ‘An ad Pa eA be de an pe co 2 sen 5 The Investmen herefo nust d rson istribute npli ACTIVITY Quarterly Employee Compliance Training. Conduct a quarterly employee training session to review requi

s Japanese real interest rates can actually fall. Watch Abe-Trump meeting - coordination or conflict? Given the high uncertainty, clarifications on Trump’s policies on trade and currency will be important for the Japanese market going forward. A potential Abe-Trump meeting in New York this Thursday (17

sits or other among others, m instruments may income from suc lose their entire principal inves Futures and options are not ap disclosure documents. Investmen BofA Merrill Lyne action may be limited by regulations p executing any short idea contained in Foreign currency rates of exchange may adversely affec

are dif return expectation and attractiveness for investmen ock's fundamental equi eign currency rates of ex

ital allocation update, tax reform, rising interest rates. Latest report: MCO rally has just begun; beneficiaries of the non-Health Care upside from Trump 1Q risks: Risks to the downside are courts not approving the HUM acquisition, lower- than-expected membership growth and higher than expected cost t

are dif return expectation and attractiveness for investmen ock's fundamental equity rating. e for all invest

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