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HOUSE_OVERSIGHT_014432 - HOUSE_OVERSIGHT_014459
outright long European Healthcare by lifting our Food & Beverage short, which has dropped sharply. Overshoot in r
question since we have included Utilities and Telecoms in the defensive basket. But when we downgraded Banks 10 days or so ago they had outperformed Food and Beverage by ~50% since the lows of early July. Whichever way you cut it some of these moves have been extreme. Chart 7: The moves since Brexit in both Financ
Page: HOUSE_OVERSIGHT_014463 →EU Pharma
Organizationthe Investment Industry Regulatory Organization of Canada
OrganizationMerrill Lynch Mexico
Organization
Francois Fillon
PersonPrime minister of France (2007-2012)

Fillon
Person
Angela Merkel
PersonChancellor of Germany from 2005 to 2021

Theresa May
PersonPrime Minister of the United Kingdom from 2016 to 2019
Pharma
OrganizationPierce, Fenner & Smith Incorporated
Organization
Marine Le Pen
PersonFrench politician (born 1968)
Merrill Lynch Argentina SA
Organization
Ipsos
OrganizationFrench market research company

Comisién Nacional de Valores
OrganizationUruguayan football club based in Montevideo, Uruguay

the Financial Services Agency
OrganizationMerrill Lynch International Incorporated
OrganizationMerrill Lynch Securities (Taiwan) Ltd.
Organizationthe Securities and Futures Bureau
Organization
Michael Bloomberg
PersonDSP Merrill Lynch Limited
OrganizationTommy Ricketts
Person