HOUSE_OVERSIGHT_014442.jpg

View Original

Extraction Summary

1
People
4
Organizations
6
Locations
3
Events
0
Relationships
3
Quotes

Document Information

Type: Financial research report / strategy document
File Size:
Summary

This document is page 11 of a 'Global Cross Asset Strategy – Year Ahead' report dated November 30, 2016, produced by Bank of America Merrill Lynch. It analyzes global economic trends, forecasting growth in the Eurozone, Japan, and the US, while discussing inflation expectations and the impact of the 2016 'Trump win' and Brexit. The document bears a 'HOUSE_OVERSIGHT' stamp, indicating it was part of a document production for a congressional investigation.

People (1)

Name Role Context
Donald Trump President-elect (at the time)
Mentioned in the context of a 'Trump presidency' impacting trade and 'Trump win' in 2016.

Organizations (4)

Name Type Context
Bank of America Merrill Lynch
Logo present; source of forecasts and research.
House Oversight Committee
Document stamped 'HOUSE_OVERSIGHT_014442'.
Markit
Source for Chart 15.
OPEC
Mentioned regarding oil price expectations.

Timeline (3 events)

2016
Brexit
United Kingdom
UK Voters
2016
Trump win
United States
Donald Trump US Voters
Late 2016
Italy vote against governing party
Italy
Italian Voters

Locations (6)

Location Context
Eurozone / Euro Area
Economic region analyzed in Chart 15 and text.
Economic region analyzed regarding inflation and Trump presidency.
Economic region analyzed in Chart 16 and text.
Mentioned regarding inflation and Brexit.
Mentioned regarding an upcoming vote.
Mentioned in the context of populism.

Key Quotes (3)

"It is a decent global growth picture and it is not impossible to imagine it being still better should the US surprise on the upside and the impact on trade from a Trump presidency prove to be modest."
Source
HOUSE_OVERSIGHT_014442.jpg
Quote #1
"Few would have predicted both Brexit and a Trump win in 2016. Both had something to do with the Peak Inequality and Peak Globalisation themes."
Source
HOUSE_OVERSIGHT_014442.jpg
Quote #2
"We recently added a put spread on the eurostoxx to hedge against such a bad outcome here, which would be the case if it is perceived to be"
Source
HOUSE_OVERSIGHT_014442.jpg
Quote #3

Discussion 0

Sign in to join the discussion

No comments yet

Be the first to share your thoughts on this epstein document