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Extraction Summary

4
People
8
Organizations
6
Locations
3
Events
1
Relationships
4
Quotes

Document Information

Type: Financial market research report
File Size:
Summary

This document is page 6 of a 'European Equity Strategy' report by Bank of America Merrill Lynch dated December 1, 2016. It analyzes economic themes for 2017, focusing on 'Reflation, Reversal, Rotation, Relief or Revolt,' and discusses the potential impacts of the French election (Marine Le Pen vs. Fillon), ECB policies, and global economic recovery including US GDP and Eurozone PMIs. The document bears the Bates stamp 'HOUSE_OVERSIGHT_014465,' indicating it was part of document production for a House Oversight Committee investigation, likely related to financial records subpoenaed in the Epstein probe, though Epstein himself is not mentioned on this specific page.

People (4)

Name Role Context
Marine Le Pen Politician
Mentioned regarding potential victory in French election and impact on EU/Euro.
Gilles Moec Economist
Thinks there is a chance the ECB will choose to taper easing measures.
Fillon Politician
Referenced as part of a potential 'Fillon/Merkel duo' leading Euro economies.
Merkel Politician
Referenced as part of a potential 'Fillon/Merkel duo' leading Euro economies.

Organizations (8)

Name Type Context
Bank of America Merrill Lynch
Logo present in footer; creators of the report.
EU
European Union, discussed in context of political stability.
ECB
European Central Bank, discussed regarding easing measures and tapering.
Atlanta Fed
Cited regarding US Q4 growth tracking.
Markit
Source for Chart 13 (Eurozone PMI).
Bloomberg
Source for Chart 14 (US Consumer Confidence).
Ifo
Cited regarding national surveys pointing to improvement.
House Oversight Committee
Implied by Bates stamp 'HOUSE_OVERSIGHT_014465'.

Timeline (3 events)

2016
US Election
USA
2016
Brexit
UK
2017
French Election
France

Locations (6)

Location Context
General economic region discussed.
Specific economic zone discussed.
UK
Mentioned regarding Brexit and economic numbers.
US
Mentioned regarding election, GDP, and consumer confidence.
Implied by mention of Marine Le Pen and French election.
Mentioned regarding growth acceleration and fiscal stimulus.

Relationships (1)

Fillon Political Counterparts Merkel
Referenced as 'Fillon/Merkel duo being in charge of the two largest economies in the Euro Area.'

Key Quotes (4)

"Marine Le Pen victory could bring into question both the future of the EU and also the euro"
Source
HOUSE_OVERSIGHT_014465.jpg
Quote #1
"Recovery – the world looks a better place going into 2017"
Source
HOUSE_OVERSIGHT_014465.jpg
Quote #2
"For the first time Gilles Moec thinks there is a chance that the ECB will indeed choose to taper."
Source
HOUSE_OVERSIGHT_014465.jpg
Quote #3
"Will Europe follow the UK and US lead of 2016 and go down the route of populism"
Source
HOUSE_OVERSIGHT_014465.jpg
Quote #4

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