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Extraction Summary
3
People
4
Organizations
4
Locations
1
Events
1
Relationships
4
Quotes
Document Information
Type:
Financial research report / investment strategy note
File Size:
Summary
A Bank of America Merrill Lynch investment strategy report dated November 30, 2016, analyzing global market trends following Donald Trump's election victory. The document discusses fiscal stimulus, inflation, and specific trading strategies (Long NKY, Short 10Y real rates). While the content is purely financial analysis, the Bates stamp 'HOUSE_OVERSIGHT_014432' indicates this document was collected as evidence during a House Oversight investigation, likely related to subpoenas issued to banks regarding internal communications or files.
People (3)
| Name | Role | Context |
|---|---|---|
| James Barty | Investment Strategist |
Author/Contributor listed in the sidebar, MLI (UK)
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| Donald Trump | President-Elect (Subject) |
Mentioned regarding the 'Trump inflection' and election victory affecting markets
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| Amanda Ons | Recipient/Employee |
Email address (amanda.ons@baml.com) appears in the vertical watermark text indicating the intended recipient of this ...
|
Organizations (4)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Financial institution issuing the report
|
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| MLI (UK) |
Affiliation of James Barty
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| FINRA |
Mentioned in disclaimer regarding analyst registration
|
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'
|
Timeline (1 events)
Locations (4)
| Location | Context |
|---|---|
|
Market analysis (NKY)
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|
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Market analysis (USD, rates)
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Market analysis (European equities, Bunds)
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Market analysis (EM Asia)
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Relationships (1)
Listed as Investment Strategist for MLI (UK)
Key Quotes (4)
"Market response to Trump is logical but moves have been frontloaded."Source
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Quote #1
"We go long NKY, stay long EM AXJ & selective yield in equity/ credit."Source
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Quote #2
"The hunt for yield is dead, long live the hunt for yield"Source
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Quote #3
"Unauthorized redistribution of this report is prohibited. This report is intended for amanda.ons@baml.com"Source
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Quote #4
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