6
Shared Docs
2
Same-Page
6 / 6
Mentions
y and Financials sectors.</=pan> <1=> Global Positioning <https://rsch.baml.com/r?q=wTOeFNkXy.l5s=hB9wIslcQ&[email protected]&h=XjOWDg> , Nigel Tupper, 11/14. Large long-only funds are mo=e underweight Financials than any other sector and are UW this sector in a=l regions.=/p> Future of Financial
01 EFTA02666851 The Flow Show <http://rsch.ba=l.com/r?q=lOkdhk4kaufvRbmcQWmwEQ&e=dg.americas_equity_derivatives_=alescre,40baml.com&h=jy UCXg> , Michael Hartnett, 11/18= Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, record EM debt =utflow. Regards,=/u>
ctors. EFTA_R1_01920230 EFTA02668215 Global Positioning <https://rsch.baml.com/r?q=wTOeFNkXyl5sMhB9wIslcQ&[email protected]&h=XjOWDg> , Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials <ht
Kensho Technologies The Flow Show <http://rsch.baml.com/r?q=lOkdhk4kaufvRbmcQWmwEQ&e=dg.americas_equity_derivatives_sales%40baml.com&h=jy UCXg> , Michael Hartnett, 11/18. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, record EM debt outflow. Regards, Am
see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conf
Page: HOUSE_OVERSIGHT_011278 →des Gaining Momentum: Finance-Related Assets vs. S&P 500 Oiversiied Financtsts Barks Prranciats S&P 500 Source: Kensho Technologies The Flow Show, Michael Hartnett, 11/18. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, record EM debt outflow. Regards, Aman
Page: HOUSE_OVERSIGHT_011279 →see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conf
Page: HOUSE_OVERSIGHT_011281 →Trades Gaining Momentum: Finance-Related Assets vs. S&P 500 Civersiied Finances Bons Prnenciats S&P SOO Source: Kensho Technologies The Flow Show, Michael Hartnett, 11/18. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, record EM debt outflow. Regards, Aman
Page: HOUSE_OVERSIGHT_011282 →see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conf
Page: HOUSE_OVERSIGHT_012045 →es Gaining Momentum: Finance-Related Assets vs. S&P 500 Oiversiied Financtsts Bornes Prrenciats S&P SOO Source: Kensho Technologies The Flow Show, Michael Hartnett, 11/18. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, record EM debt outflow. Regards, Aman
Page: HOUSE_OVERSIGHT_012046 →Investment Strategy
election day). Peak liquidity, deflation, Inequality and globalisation —- watch for Peak Trump So what does a Trump presidency mean for the world? Michael Hartnett, our Chief Investment Strategist sums it up nicely with four of his seven peaks. Peak liquidity — the era of excess liquidity is over; Peak inequalit
Page: HOUSE_OVERSIGHT_014436 →ia. Ajay in particular makes the point that Chinese nominal GDP growth has been accelerating and that tends to be very good for Asian equity markets. Nigel Tupper’s global wave has continued to improve and he argues that remains consistent with strong performance from Asia ex Japan equities. Bankof America 2 Glo
Page: HOUSE_OVERSIGHT_014447 →Entities connected to both Nigel Tupper and Michael Hartnett

Donald Trump
PERSONPierce, Fenner & Smith Incorporated
ORGANIZATION
Jeffrey Epstein
PERSONAmanda
PERSON
Richard Kahn
PERSONErika Najarian
PERSON
Marc Rich
PERSONFuture of Financials
ORGANIZATION
Ronald Reagan
PERSON
Bank of America
ORGANIZATIONMerrill Lynch, Pierce, Fenner & Smith Incorporated
ORGANIZATIONAmanda Ens
PERSONDiversified Financials
ORGANIZATION
Kensho Technologies
ORGANIZATIONthe Trump Trade
ORGANIZATION
Global Equities
ORGANIZATION
Global Positioning
ORGANIZATION