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Extraction Summary

1
People
6
Organizations
6
Locations
1
Events
1
Relationships
4
Quotes

Document Information

Type: Financial research report
File Size:
Summary

A Bank of America Merrill Lynch economic report dated November 18, 2016, analyzing the potential impact of the incoming Trump administration on the Japanese economy. The document discusses trade exposure, GDP growth scenarios under 'benign' vs 'protectionist' policies, and political implications regarding defense spending and the US-Japan alliance. It contains charts on export exposure and a table simulating economic sensitivity.

People (1)

Name Role Context
Donald Trump President-elect (implied)
Mentioned in the context of the 'benign Trump' scenario, his election impact, and his stance on defense spending and ...

Organizations (6)

Name Type Context
Bank of America Merrill Lynch
Header and footer logo.
OECD
Source for Chart 22.
MoF
Ministry of Finance (implied), source for Chart 23 and Table 1.
CAO
Source for Table 1.
IMF
Source for Table 1.
US economics team
Part of BofA Merrill Lynch providing forecasts.

Timeline (1 events)

2016-11-08
Trump's election
USA

Locations (6)

Location Context
USA
Export destination, economic focus.
Subject of economic analysis.
Comparison in export chart.
Korea (KOR)
Comparison in export chart.
Comparison in export chart.
Germany (GER)
Comparison in export chart.

Relationships (1)

Donald Trump Political/Military US-Japan Alliance
Report discusses Trump's desire to redefine the US-Japan alliance and defense burden sharing.

Key Quotes (4)

"Our US economics team expects the stimulus to boost growth in H2 CY17 and likely CY18."
Source
HOUSE_OVERSIGHT_014418.jpg
Quote #1
"Base case: 'benign Trump' scenario"
Source
HOUSE_OVERSIGHT_014418.jpg
Quote #2
"Trump has made it clear that he wants allies of the US to shoulder a greater share of the defense burden."
Source
HOUSE_OVERSIGHT_014418.jpg
Quote #3
"Japan already pays about 75% of US military hosting costs."
Source
HOUSE_OVERSIGHT_014418.jpg
Quote #4

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