Epstein Secrets

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

d’s tightening cycles. 6. Buy USD call/CNH put — President Trump will need a weak USD, but President Xi needs a we

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

not stood on the sidelines. Since September 2015, the People’s Bank of China and the State Administration of Foreign Exchange

% in 2017, with looser fiscal policy and still easy monetary policy in key countries. e And last but not least, we expect that while President-elect Trump’s initial policy measures with respect to tariffs and trade agreements risk jolting financial markets, as a self-described “deal maker” he will likel

tem, October 3, 2016. itra Toossi, “A Century of ange: The U.S. Labor Force, 950-2050," Monthly Labor Review, Bureau of Labor Statistics, May 2002. Donald J. Trump, “Remarks,” speech delivered at the New York Economic Club, September 15, 2016. Chair Janet L. Yellen, “Current Conditions and the Outlook or the U

or Review, Bureau of Labor Statistics, May 2002. Donald J. Trump, “Remarks,” speech delivered at the New Yor

ority of Singapore Financial Services Agency Financial Conduct Authority SEC CFTC OCC 50 States Central Bank of Russia Russian Finance Ministry People’s Bank of China = The cryptocurrency world operates across geographic and jurisdictional borders, creating ambiguity as to its legal status. = Individual countrie

ontinues to tighten; the small miss in claims is largely explained by Puerto Rico. = Chinese trade growth moderated; deals announced during President Trump’s visit are unlikely to reduce trade deficit. = Eurozone data came in mixed relative to consensus expectations, but still points to above-trend grow

se trade growth moderated; deals announced during President Trump’s visit are unlikely to reduce trade deficit. =

ong’s HSCEI, which lost 2.0% week-over-week. Much of the decline came on Thursday following the US Fed’s decision to hike rates 25bps. Also in China, the People’s Bank of China (PBOC) injected 410bn yuan (about $60bn) into the financial system via reverse-repos, the largest cash boost since January. The central bank said the

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