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Extraction Summary
3
People
5
Organizations
4
Locations
3
Events
1
Relationships
4
Quotes
Document Information
Type:
Financial strategy report / market research
File Size:
Summary
This document is page 7 of a 'Global Cross Asset Strategy – Year Ahead' report by Bank of America Merrill Lynch, dated November 30, 2016. It analyzes the economic impact of 'peak globalization,' the Trump election victory, and Brexit, forecasting higher US real rates and a stronger USD due to expected fiscal stimulus and infrastructure spending. The document bears the Bates stamp 'HOUSE_OVERSIGHT_014438', indicating it was produced as part of a Congressional investigation, likely related to banking records.
People (3)
| Name | Role | Context |
|---|---|---|
| Donald Trump | President-elect (at time of writing) |
Mentioned regarding currency manipulation charges against China, immigration arguments regarding Mexico, and infrastr...
|
| Theresa May | UK Prime Minister |
Mentioned regarding her desire to limit migration into the UK post-Brexit.
|
| Michael Hartnett | Strategist (implied) |
Cited as thinking 'it means more action on fiscal policy'.
|
Organizations (5)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Logo in footer; publisher of the report.
|
|
| Bloomberg |
Source for Chart 7 and Chart 8.
|
|
| Fed |
Federal Reserve members acknowledged fiscal boost implications.
|
|
| UK government |
Implemented infrastructure fund.
|
|
| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'.
|
Timeline (3 events)
2016-11-30
Locations (4)
Relationships (1)
Hartnett is cited within the BofA Merrill Lynch strategy report, implying he is a strategist for the firm.
Key Quotes (4)
"Peak globalization/inequality means higher real rates – short 10Y US real rates"Source
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Quote #1
"Donald Trump has already said he intends to charge China with being a currency manipulator."Source
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Quote #2
"Donald Trump wants to trigger up to $1tn of infrastructure spending in the US in addition to the tax cuts."Source
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Quote #3
"The forces impacting on markets from the Trump victory have not been confined to rates markets..."Source
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Quote #4
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