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axzzlosmq6Ucr> Ireland battling for relief on debt repayment FT<http://www.ft.com/cms/s/0/a4c575e4-6dea-llel-b9c7-00144feab49a.htmlfaxzzlosmq6Ucr> Merkel no longer set to campaign with Sarkozy FT<http://www.ft.com/cms/s/0/456ee0ea-6dee-llel-baa5-00144feab49a.htmlfaxzzlosmq6Ucr> Lack of volume and ins
unemployment at 22.5% in the UK Daily Mail<http://www.dailymail.co.uk/money/news/article-2114806/Unemployment-highest-1995-young- people-work.html> Tesco chief Brasher to step down after one year Telegraph<http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/9144742/Tescos- UK-chief-Richa
rred as Britain begins to switch off the television The Times • By the time the oil runs out we won't need it The Times • Hollande risks wrath of Merkel by rejecting economic reforms The Times • James Moore: How lopsided can comparison sites get before the watchdogs wake up? Independent • Sir Ian
the 'considerable time" language might be dropped to start more formally preparing the markets for the first rate hike in mid-2015 (WSJ) (Reuters). Tesco trading -10.2% in the UK after another big profit warning and weighing on the rest of the food retailers. WTI Crude traded as low as $62.25/bbl earl
n politics. Will Europe follow the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Merkel duo being in charge of the Euro area’s two largest economies. We think investors will demand a higher risk premium until the French Elections in May
Page: HOUSE_OVERSIGHT_014461 →est political risk event for European (and possibly global) equity markets in 2017. By 22 October 2017: German Federal elections Current Chancellor Angela Merkel has announced that she intends to stand for re- election. Current polls have Merkel’s CDU ahead followed by SDP with the euro- sceptic Alternative fu
Page: HOUSE_OVERSIGHT_014474 →sector is towards the higher range of its post-GFC range. UK supermarkets have had their relief rally. Despite challenges facing UK food retailers, Tesco has rallied 25% and Morrison’s 15% since Brexit as retail spending has held up and the short base grew massively immediately following the UK-EU vote
Page: HOUSE_OVERSIGHT_014490 →Entities connected to both Angela Merkel and Tesco

Jeffrey Epstein
PERSON
Barack Obama
PERSON
Donald Trump
PERSON
Vladimir Putin
PERSON
Ghislaine Maxwell
PERSON
United States
LOCATION
Marc Rich
PERSON
Bloomberg L.P.
ORGANIZATION
Prince Andrew
PERSON
Eric Trump
PERSON
Michael Jackson
PERSONDoug Band
PERSON
Michigan
LOCATION
David Cameron
PERSON
François Hollande
PERSONIke Groff
PERSON
Lesley Groff
PERSON
Jeff Sessions
PERSON
Deutsche Bank
ORGANIZATION
Denver
LOCATION