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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 →ffect on MXN We provide an empirical analysis of Donald Trump’s effects on the Mexican peso. Our analysis suggest
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Liquid Insight Trump’s effect on MXN Key takeaways ¢ We provide an empirical analysis of Donald Trump's potential effects on the Mexican peso ¢ Our analysis suggests t
Page: HOUSE_OVERSIGHT_010609 →ohibited. This report is intended for [email protected] Liquid Insight Trump’s effect on MXN Key takeaways ¢ We provide an empirical analysis of Donald Trump's potential effects on the Mexican peso ¢ Our analysis suggests the exchange rate is perhaps as much as 15% undervalued « We remain neutral for now g
Page: HOUSE_OVERSIGHT_010609 →of such securities is not a solicitation or offer to transact in such securities. Investors should contact their BofA Merrill Lynch representative or Merrill Lynch Financial Global Wealth Management financial advisor for information relating to fixed income securities Rule 144A securities may be offered or sold only to persons in
Page: HOUSE_OVERSIGHT_010614 →Quantitative Analysis
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
Page: HOUSE_OVERSIGHT_023069 →x reform seems likely. It is a stated priority of President Trump and has widespread Congressional support. We here
Page: HOUSE_OVERSIGHT_023069 →of such securities is not a solicitation or offer to transact in such securities. Investors should contact their BofA Merrill Lynch representative or Merrill Lynch Financial Global Wealth Management financial advisor for information relating to fixed income securities Officers of MLPF&S or one or more of its affiliates (other tha
Page: HOUSE_OVERSIGHT_023094 →s Japanese real interest rates can actually fall. Watch Abe-Trump meeting - coordination or conflict? Given the high uncertainty, clarifications on Trump’s policies on trade and currency will be important for the Japanese market going forward. A potential Abe-Trump meeting in New York this Thursday (17
Page: HOUSE_OVERSIGHT_014424 →of such securities is not a solicitation or offer to transact in such securities. Investors should contact their BofA Merrill Lynch representative or Merrill Lynch Financial Global Wealth Management financial advisor for information relating to fixed income securities Recipients who are not institutional investors or market prof
Page: HOUSE_OVERSIGHT_014429 →Entities connected to both Donald Trump and Merrill Lynch Financial Global

Marc Rich
PERSON
Bloomberg L.P.
ORGANIZATION
United Kingdom
LOCATION
U.S. Treasury
ORGANIZATION
Michael Bloomberg
PERSON
Columbia University
LOCATION
Malaysia
LOCATION
Frankfurt
LOCATION
Seoul
LOCATION
Hungary
LOCATION
Chile
LOCATION
Tokyo
LOCATION
Bank of America
ORGANIZATIONPierce, Fenner & Smith Incorporated
ORGANIZATION
Bank of America Corporation
ORGANIZATION
Merrill Lynch
ORGANIZATIONthe Dubai Financial Services Authority
ORGANIZATIONthe Prudential Regulation Authority
ORGANIZATION
Merrill Lynch Global Wealth Management
ORGANIZATIONThe Monetary Authority of Singapore
ORGANIZATION