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t Contrarian Trades David Hauner, CFA Ezequiel Aguirre MLI (UK) MLPF&S [email protected] [email protected] Mark Cabana, CFA Rohit Garg MLPF&S Merrill Lynch (Singapore) [email protected] [email protected] Kamal Sharma MLI (UK) ksharma32 @baml.com What if populism is too popular? ¢ G10: Short inflation/
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Donald Trump
PersonPresident of the United States (2017–2021, 2025–present)

George W. Bush
PersonPresident of the United States from 2001 to 2009
Marc Rich
PersonAmerican commodities trader (1934–2013)

United States
LocationCountry located primarily in North America
Doug Band
PersonAmerican presidential advisor
Claudio Irigoyen
PersonPh.D. The University of Chicago 2003
Ezequiel Aguirre
PersonArgentine professional footballer

Adarsh Sinha
PersonJohn Shin
PersonResearcher
Vadim laralov
Person
Mark Capleton
PersonSouth Korean-Canadian rapper
Kamal Sharma
PersonIndian politician (1970–2019)
Tony Morriss
PersonShusuke Yamada
PersonJapanese family name (山田)
David Hauner
PersonBofA Merrill Lynch Global Credit Research
OrganizationMerrill Lynch Financial Global
OrganizationPierce, Fenner & Smith Incorporated
Organization
Merrill Lynch Global Wealth Management
OrganizationInvestment management and financial planning service

Merrill Lynch
OrganizationAmerican investing and wealth management division of Bank of America