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Extraction Summary
2
People
4
Organizations
3
Locations
3
Events
1
Relationships
4
Quotes
Document Information
Type:
Financial research report / equity strategy note
File Size:
Summary
This document is a page from a Bank of America Merrill Lynch 'European Equity Strategy' report dated December 1, 2016. It provides a financial outlook for 2017, discussing themes such as 'Refining the reflation rotation,' ECB policy, European politics (mentioning Fillon and Merkel), and sector weightings (overweight Oil, Healthcare, Utilities, Media). The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was part of a document production for a congressional investigation.
Organizations (4)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Logo and text in footer indicating the source of the report.
|
|
| ECB |
European Central Bank; discussed regarding loose policy and tapering.
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|
| OPEC |
Mentioned regarding oil production cuts.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_014461'.
|
Timeline (3 events)
Key Quotes (4)
"Reversal refers to the ECB."Source
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Quote #1
"Will Europe follow the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Merkel duo being in charge of the Euro area’s two largest economies."Source
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Quote #2
"We remain cautious on domestic UK exposure."Source
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Quote #3
"The rotation out of bond proxies and Defensives into Financials and Cyclicals has moved to extreme levels"Source
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Quote #4
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