Epstein Secrets

index inflow =imelines • Crown Prince MBS will appear on '60 =inutes' on March 18th, one day before he =ands in the US for a 10 day tour, meeting Trump on the 20th. • Reform agenda picking up speed: Women Driving; =ntertainment/Movie Theaters; Welfare Programs; Market access reforms =amp; Intl deb

st global investors: Best way to access the trade: M1SAP (MSCI Saudi =rovisional Index) 32-name =SCI-owned index, that will rebalance into the full MSCI EM index upon =nclusion Trades =90m/ day based on bottleneck liquidity • Tradable on swap at lml.+90bps, std comm applies; also =ccessible on fully f

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

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

Asset allocation - Local risks and opportunities trump global forces in driving investment opportunities

such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term investors we just released our quarterly publication "Trade opportunities for long term investors" Mar 27. We monetize risk premia i