HOUSE_OVERSIGHT_014475.jpg
Extraction Summary
6
People
9
Organizations
5
Locations
3
Events
1
Relationships
4
Quotes
Document Information
Type:
Financial research report / market strategy note
File Size:
Summary
This document is a Bank of America Merrill Lynch 'European Equity Strategy' report dated December 1, 2016. It analyzes political risks in the Eurozone, specifically focusing on the rise of populism following Brexit and Trump's victory, the upcoming Italian constitutional referendum, and the 2017 French presidential election involving Marine Le Pen and Francois Fillon. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, suggesting it was part of a document production for a congressional investigation.
People (6)
| Name | Role | Context |
|---|---|---|
| Donald Trump | US President-elect |
Mentioned as an example of populism victory in 2016.
|
| Michael Hartnett | Strategist/Analyst |
Argues that the rise of populism is linked to 'Peak Inequality' and 'Peak Globalisation'.
|
| Renzi | Italian Prime Minister (implied) |
Mentioned in the context of the Italian constitutional referendum; expected to stay on despite potential vote outcome.
|
| Marine Le Pen | Front National leader |
Discussed as a major risk for European markets in 2017; candidate in French presidential election.
|
| Francois Fillon | Republican candidate |
Candidate in French presidential election; polling ahead of Le Pen.
|
| James | Unknown (Likely Analyst) |
Mentioned at the very end of the text where the sentence cuts off ('As James').
|
Organizations (9)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Logo and name appear in the footer.
|
|
| EU |
Mentioned regarding Brexit and Le Pen's potential withdrawal.
|
|
| Front National |
Party led by Marine Le Pen.
|
|
| 5 star movement |
Italian political party mentioned in relation to the referendum vote.
|
|
| Bloomberg |
Source for Chart 37.
|
|
| Ifop |
Source for Chart 38.
|
|
| BVA |
Source for Chart 38.
|
|
| Odoxa |
Source for Chart 38.
|
|
| Harris Interactive |
Source for Chart 38.
|
Timeline (3 events)
2016
Relationships (1)
Discussed as running against each other in the second round runoff of the French presidential election.
Key Quotes (4)
"As Michael Hartnett argues, the rise of populism can be linked to what he refers to as Peak Inequality and Peak Globalisation."Source
HOUSE_OVERSIGHT_014475.jpg
Quote #1
"A Le Pen victory could prove the biggest risk to European markets in 2017"Source
HOUSE_OVERSIGHT_014475.jpg
Quote #2
"The bigger issue is likely recapitalisation of the Italian banks."Source
HOUSE_OVERSIGHT_014475.jpg
Quote #3
"The worry is that a Le Pen Presidency could bring the future of the EU and the Euro into question"Source
HOUSE_OVERSIGHT_014475.jpg
Quote #4
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein document