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for Facebook and Priceline. Table 3: 1Q17 BofAML Estimates vs. The Street Large Cap Stocks (>$5bn Market Cap) Small Cap Stocks (<$5bn Market Cap} BofA ML vs. BofA ML vs. Ticker 1Q17 Metric BofA ML Street Street Ticker 1Q17 Metric BofA ML Street Street AMZN Revenue $35,335 $35,255 RATE Revenue $117 $1
Page: HOUSE_OVERSIGHT_014889 →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 →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
Page: HOUSE_OVERSIGHT_014992 →Tencent jumped post better than expected earnings SX7E 1M 25d call / SX5E 1M 25d call price ratio is in the 100" 2-yr percentile Close position and BofA ML turned neutral in EM in the short-term Close position and BofA ML turned neutral in EM in the short-term Close position and BofA ML turned neutral in
Page: HOUSE_OVERSIGHT_014994 →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 →Tencent jumped post better than expected earnings SX7E 1M 25d call / SX5E 1M 25d call price ratio is in the 100" 2-yr percentile Close position and BofA ML turned neutral in EM in the short-term Close position and BofA ML turned neutral in EM in the short-term Close position and BofA ML turned neutral in
Page: HOUSE_OVERSIGHT_023599 →Entities connected to both Donald Trump and BofA ML

Jeffrey Epstein
PERSON
Marc Rich
PERSON
United States
LOCATIONDoug Band
PERSON
United Kingdom
LOCATION
U.S. Treasury
ORGANIZATION
Jeff Sessions
PERSON
Michael Bloomberg
PERSON
Philippines
LOCATION
Hong Kong
LOCATION
Mobile
LOCATION
Bahrain
LOCATION
Frankfurt
LOCATION
Malaysia
LOCATION
Seoul
LOCATION
Kuwait
LOCATION
Bank of America
ORGANIZATION
Telstra
ORGANIZATIONPierce, Fenner & Smith Incorporated
ORGANIZATIONAmanda
PERSON