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he cathed erint suits, th around the police quested mill! ects from died in 201 forensic Stephen K. Bannon, the former chief strategist for President Trump, took the stage in Zurich on Tuesdav for an event hosted by a richt-wing Swiss magazine. ADRIAN BRETSCHER/GETTY IMACI ter, Yu Uncot on a cent towI th
Page: HOUSE_OVERSIGHT_028481 →tephen K. Bannon, the former chief strategist for President Trump, took the stage in Zurich on Tuesdav for an event
Page: HOUSE_OVERSIGHT_028481 →ttributed to him in a book. "He's lost his mind," Mr. Trump But now Mr. Bannon, the archi- tect of Mr. Trump'
Page: HOUSE_OVERSIGHT_028481 →the future "That's the key. Right now my have to buy into it." bean centerleft sites are in English, they want one He is also increasingly inter- Mr. Renzi, he sai ested in motivating people to fight ject lesson to eve media conglomerates like Face- tician in Europe," : A new mission: To train Europe's b
Page: HOUSE_OVERSIGHT_028481 →early for most of macro players, hedge funds. Absolute majority bet on HRC to win, but majority still made good money because Hillary bets worked as Trump trades. Wider, steeper core rates, stronger USD, weaker EM is the Rage. The last one, EM, is the big loser out of Trump Reflation Theme. DM over EM
Page: HOUSE_OVERSIGHT_023635 →ll" fear. Clients are torn, but the former, bullish camp wins for now, my colleagues suggest. There are skeptics though. 2) In Europe, do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc. Again, my equity team suggests, "no, reflation wave may win over Italy referend
Page: HOUSE_OVERSIGHT_023635 →early for most of macro players, hedge funds. Absolute majority bet on HRC to win, but majority still made good money because Hillary bets worked as Trump trades. Wider, steeper core rates, stronger USD, weaker EM is the Rage. The last one, EM, is the big loser out of Trump Reflation Theme. DM over EM
Page: HOUSE_OVERSIGHT_023717 →ll" fear. Clients are torn, but the former, bullish camp wins for now, my colleagues suggest. There are skeptics though. 2) In Europe, do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc. Again, my equity team suggests, "no, reflation wave may win over Italy referend
Page: HOUSE_OVERSIGHT_023717 →LPF&S [email protected] First came Brexit, then Donald Trump’s election as the president of the most powerful co
17 Short US Sy rates — Two and a half Fed hikes priced by the rates market for 2017- 18 are not consistent with aggressive fiscal easing promised by Trump. Bankof America Merrill Lynch 16 November 2016 Corrected FX and Rates Global 2. Short US 10y real rates — After the violent repricing of inflatio
Page: HOUSE_OVERSIGHT_014731 →d’s tightening cycles. 6. Buy USD call/CNH put — President Trump will need a weak USD, but President Xi needs a we
Page: HOUSE_OVERSIGHT_014731 →16 November 2016 05:30AM EST HOUSE_OVERSIGHT_014731 --- PAGE BREAK --- Introduction David Woo MLPF&S [email protected] First came Brexit, then Donald Trump’s election as the president of the most powerful country in the world. The world has changed. Possibly irrevocably so. These ground shifts have been b
Page: HOUSE_OVERSIGHT_014732 →Deutsche Bank screenshow template
(R-FL) senator Lindsey Graham (R-SC) Ex-Gov. George Pataki (R-NY) ex-Senator Rick Santorum (R-PA) Ex-HP CEO Carly Fiorina Ex-Gov. Bobby Jindal (R-LA) Donald Trump Ex-Gov. Jim Gilmore (R-VA Ex-Gov- Rick Perry (R-TX) Deutsche Bank Francis J. Kelly Global Public Affairs [email protected] 10 Ex-Senator Jim W
Page: HOUSE_OVERSIGHT_026805 →b.com 11 HOUSE_OVERSIGHT_026805 --- PAGE BREAK --- How does Clinton do vs. Republican opponents? And, please, tell me what you really think of Mr. Trump Quinnipiac Swing State Poll General Hection Spreads Quinnipiac National Poll Released August 27, 2015 What is the first word that come to mind when
Page: HOUSE_OVERSIGHT_026806 →ts? And, please, tell me what you really think of Mr. Trump Quinnipiac Swing State Poll General Hection Spre
Page: HOUSE_OVERSIGHT_026806 →sales. - Market implications of a deal are significant, especially for European corporates eager to get back into Iran marketplace (i.e. Italian PM Renzi already visited Tehran as has German FM). - Iran wants to build 400 four & five star hotels in next five to ten years. - But do not expect any sign
Page: HOUSE_OVERSIGHT_026810 →r Cross Asset year ahead you needed not so much a crystal ball as a time machine to have got things completely right this year. Aside from Brexit and Donald Trump winning the US election it is easy to forget that in February we were worrying about a US recession and deflation. US 5Y5Y forward breakeven inflatio
Page: HOUSE_OVERSIGHT_014463 →ed at 1.8% at that point. Four months later we were worrying about the deflationary impact of Brexit. Now we are thinking about the reflation under a Trump Presidency. Chart 9: US 5Y5Y forward inflation troughed in February Chart 10: At the same time as Basic Resources 3.3 17 34 45 —— Stoxx Basic Resour
Page: HOUSE_OVERSIGHT_014463 →014473 --- PAGE BREAK --- Eurozone political calendar 2017 4 December: Italian constitutional referendum Our base case is a close “No” vote where Renzi stays and no snap election, given current polls and the outstanding electoral reform court case. BTPs and the banks recaps remain a tail risks for th
Page: HOUSE_OVERSIGHT_014474 →Entities connected to both Donald Trump and Renzi

Jeffrey Epstein
PERSON
George W. Bush
PERSON
Bill Clinton
PERSON
Ghislaine Maxwell
PERSON
Marc Rich
PERSON
Joe Biden
PERSON
United States
LOCATION
Bloomberg L.P.
ORGANIZATION
Hillary Clinton
PERSON
Bernie Sanders
PERSONLandon Thomas Jr.
PERSONDoug Band
PERSON
United Kingdom
LOCATION
Xi Jinping
PERSON
U.S. Treasury
ORGANIZATION
Venezuela
LOCATION
Michael Bloomberg
PERSON
Deutsche Bank
ORGANIZATION
Frankfurt
LOCATION
Seoul
LOCATION