Epstein Secrets

enda 8 Lame-duck session 2016 11 Tax 13 Health 17 Energy 19 Financial services 21 EY 1 | Election 2016 H

likely to be limited to keeping the government funded beyond the expiration of the current continuing resolution on December 9, 2016. President-elect Trump and the Republican Congress are certain to provide ambitious policy agendas with plenty of proposals to analyze and the need for significant legislat

this front is far from certain. Republican House losses in the election were minimized for a number of reasons, including the Republican turnout for Donald Trump, the relatively static map created by the post-2010 redistricting process, and highly localized campaigns run by Republican House Members in marginal

tion Picks Senate Republicans voted to ax the chamber's nominee debate rules Wednesday, potentially opening the floodgates for dozens of President Donald Trump's trial judge and lower-level administrative nominees to be confirmed. Read full article » Kirkland, Cuneo Gilbert Tops In Antitrust Cases Kirkla

t rulings making it harder to win class certification and fend off dismissal motions and summary judgments. Read full article » House Dems Request Trump's Tax Returns From IRS The Democratic chairman of the House Ways and Means Committee on Wednesday asked the Internal Revenue Service to furnish Pre

Returns From IRS The Democratic chairman of the House Ways and Means Committee on Wednesday asked the Internal Revenue Service to furnish President Donald Trump's tax return information for the past six years, taking the first step in a likely contentious legal battle. Read full article » House Judi

htening health and safety standards and giving local governments expanded authority over where drilling activity takes place. Read full article » Entergy Launches 3rd Suit Seeking Nuclear Fuel Costs A nuclear plant owned by Entergy rang the bell this week for a third round of litigation over the gove

ectively lend again in the sector. Moreover, with energy criticized loans peaking in 1Q16, management expe

west footprint with its low unemployment and a strong manufacturing base. While commenting on the potential for relief coming out of DC under the new Trump administration, management noted that shortage of skilled workers was probably the biggest issue impeding businesses in its footprint versus higher t

_OVERSIGHT_014364 --- PAGE BREAK --- proposals. Mr. Trump and congress could also ultimately defer to the S

retionary Telecom Staples Industrials Health Care Energy Materials Info Tech Real Estate Source: BofAML U

reform OK, maybe it’s not as inevitable as death and taxes, but some form of corporate tax reform seems likely. It is a stated priority of President Trump and has widespread Congressional support. We here focus on four components that could have big equity implications. We assess the impacts at a market

x reform seems likely. It is a stated priority of President Trump and has widespread Congressional support. We here

s sector. China National Petroleum Corp and China Energy recently took a minority share in the UAE's onsho

i’an forum, I chaired a session (on the media), which was held at pre- cisely the same time as the first debate between US presidential candi- dates Donald Trump and Hillary Clinton. “One hundred years from today,’ I began, “when the history of our times is written, our forum on the Belt and Road (Initiative)

rs from today,’ I began, “when the history of our times is written, our forum on the Belt and Road (Initiative) will carry more significance than the Trump-Clinton debate.” I was joking in one sense, but notin another. Why is the initia- tive so significant? From the global perspective, poverty, under-

is underestimating ’17 EPS upside potential from Energy recovery given the segment’s close correlation to

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

money but the barrier was not breached at expiry Energy equity outperformed the overall equity market whi

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

naging Board and Chief Executive Officer, Siemens Energy Chairman of the Board of Management Chairman an

ni Adi B. Godrej Jamshyd N. Godrej Daniel Goffart Donald J. Gogel Rick Goings Ayla Géksel Yair Goldfinger l

money but the barrier was not breached at expiry Energy equity outperformed the overall equity market whi

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