4
Shared Docs
0
Same-Page
4 / 4
Mentions
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
Page: HOUSE_OVERSIGHT_014624 →Global ou ity and/or its directors, off mendation or in atus of financial recent research report rela nsome cases, an issuer may be classified as Restric its security and/or financia inancial instruments) nor should the analyses or opi ppropriateness of investing her offer’ itory institution (includi
Page: HOUSE_OVERSIGHT_014651 →Earnings Preview
a recent interview with the Financial Times that international tourism to the US (Expedia’s key market) has decelerated following the introduction of Trump’s travel bans, which may be a downside risk to 1Q bookings and revenues. This mirrors ForwardKeys data from early March that after Trump’s executive
Page: HOUSE_OVERSIGHT_014905 →quiet period applicable under laws of ou mendation or in atus of financial recent research report rela nsome cases, an issuer may be classified as Restric ts security and/or financia inancial instruments} nor should the analyses or opi and client websites and other por recommendations, estimates or pr
Page: HOUSE_OVERSIGHT_014950 →r- end target of 2.85% for the 10y rate (just above the median forecast). Long-term rates have remained low due to uncertainty around Fiscal policy (Trump’s plans on infrastructure spending), subdued inflation expectations and a slower than expected Fed hiking cycle. On the other hand, a near full-emplo
Page: HOUSE_OVERSIGHT_023584 →in Certain outstanding repor' iliation with BofA Merrill Lync! recent research report relating to an In some cases, an issuer may be classified as Restric its security and/or financial ormation to them. BofA its directors, officers and employees may be plaintiffs, defendants, co-defendants or co-plain
Page: HOUSE_OVERSIGHT_023610 →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
Page: HOUSE_OVERSIGHT_025985 →re y we websi submitting any personal in Certain outstanding reports ma recent research report rela In some cases, an issuer may be classified as Restric its security and/or financia financial instruments} nor shou solicit purchases of securities o ormation to them. BofA instruments) to be suspended
Page: HOUSE_OVERSIGHT_026003 →Entities connected to both Donald Trump and Restric

Marc Rich
PERSON
United States
LOCATION
Paul Ryan
PERSON
United Kingdom
LOCATION
U.S. Treasury
ORGANIZATION
Jeff Sessions
PERSON
Michael Bloomberg
PERSON
North America
LOCATION
Frankfurt
LOCATION
Seoul
LOCATION
Bank of America
ORGANIZATIONPierce, Fenner & Smith Incorporated
ORGANIZATION
Australia
LOCATION
Nasdaq
ORGANIZATION
Merrill Lynch
ORGANIZATION
Bank of America Corporation
ORGANIZATIONUtilities
ORGANIZATION
Merrill Lynch Global Wealth Management
ORGANIZATIONthe Prudential Regulation Authority
ORGANIZATIONthe Dubai Financial Services Authority
ORGANIZATION