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From: Richard Kahn Sent: 12/15/2016 5:40:04 PM To: jeffrey E. [jeev
Page: HOUSE_OVERSIGHT_014516 →From: Richard Kahn Sent: 12/15/2016 5:40:04 PM To: jeffrey E. [[email protected]] Subject: Fwd: 2016 Election: Tax Changes Expected Attachments: image001.png; Unt
Page: HOUSE_OVERSIGHT_014516 →. Please consult your advisor as to any tax, accounting, regulatory or legal statements made herein. Not a product of Bank of America Merrill Lynch (BofAML) Research and should not be viewed as a research report Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith I
Page: HOUSE_OVERSIGHT_014516 →From: Ens, Amanda | Sent: 4/7/2017 12:24:59 PM To: jeffrey E. [[email protected]]; Richard Kahn [nn Subject: EU BANKS: BIG EQUITY OUTFLOWS BUT REMAIN UPBEAT ON REFLATION TRADE: SALES TOP PICKS = SOC GEN, INTESA, NORDEA Attachments: image001.gif
Page: HOUSE_OVERSIGHT_014860 →M To: jeffrey E. [[email protected]]; Richard Kahn [nn Subject: EU BANKS: BIG EQUITY OUTFLOWS BUT RE
Page: HOUSE_OVERSIGHT_014860 →ar Indicator is now at 7.1, the highest level since Jul'14 and not far from "sell" signal. So is this just a pause for breath in the reflation trade? BofAML strategists think so. In our updated thoughts this morning we think reflation is real so stay long equities, short rates, selectively long USD (clic
Page: HOUSE_OVERSIGHT_014860 →From: Richard Kahn -cla To: "jeffrey E." cjeevacation(taigmail.com> Subject: Fwd: SAUDI UPDATE - MEGA View — MSCI China A-share Inclusion: Muted response: Next China
From: Richard Kahn -cla To: "jeffrey E." cjeevacation(taigmail.com>
(10.4) Pakistan (0.0) (6.01 (u.31 (6.4) EFTA00634189 New Zealand (0.11 l I-21 (1.31 MEGA Baskets (trade has now played out) • Basket of BofAML BUY rated Consumer stocks (MEGAACON Index, 7 constituents, can trade $150m/day) — Hedge with 2823 HK puts. Under the new proposal the Consumer sector
the morning if you're interested. EFTA_R1_01899699 EFTA02655028 Regards, Amanda From: =ns, Amanda Sent: Monday, April 03, 2017 11:41 AM To: 'Richard Kahn' < Subject: European Banks Rich, If the other bank =as ING, it's one of our top picks. We generally like owning =anks via optionality (calls or cal
= Begin forwarded message: From: =/b>"Ens, Amanda" < Subject: =/b>RE: European =anks Date: =/b>April 3, 2017 at 2:43:06 PM =DT To: =/b>"'Richard Kahn'" < Rich, ING has an =DR, ticker ING, that trades US hours. ING July =1st $15 calls cost $0.85 indicatively ($14.95 =ef) ING July 21st =15/$17 ca
reement =ighlighted above Therefore we view today as an adding opportunity to our core =iew of SX7E higher, EURUSD higher, EUR Rates Higher From: BofAML-Alastair Ryan, Michael Helsby Imailto:[email protected]] Sent: Monday, March 27, 2017 1:24 PM Subject: European Banks Strategy: Rate sensi
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