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Extraction Summary

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

Document Information

Type: Financial research report
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Summary

This document is page 8 of a 'Global Cross Asset Strategy – Year Ahead' report published by Bank of America Merrill Lynch on November 30, 2016. It analyzes the strength of the US Dollar (USD) following the 2016 election ('Trumponomics') and compares US Treasury yields against European and Japanese markets. The document bears a House Oversight Bates stamp, indicating it was part of a congressional document production, although the text itself contains purely financial market analysis without specific mention of Jeffrey Epstein.

People (1)

Name Role Context
Donald Trump President-Elect (implied)
Mentioned in the context of 'Trump victory', 'Trump win', and 'Trumponomics' affecting market yields.

Organizations (6)

Name Type Context
Bank of America Merrill Lynch
Publisher of the report (Footer)
Bloomberg
Source for charts data
ECB
European Central Bank, mentioned regarding Quantitative Easing (QE)
BOJ
Bank of Japan, mentioned regarding capping JGB yields
Fed
Federal Reserve, mentioned regarding being 'hawkish' in 2017
House Oversight Committee
Implicit source of document via Bates stamp 'HOUSE_OVERSIGHT'

Timeline (1 events)

2016-11-08
US Presidential Election
USA

Locations (4)

Location Context
Primary market focus (USD, US rates)
Market comparison (Euro, ECB)
Market comparison (JPY, BOJ)
Implied by currency reference (CAD)

Key Quotes (3)

"The reaction of the US economy to 'Trumponomics' is key"
Source
HOUSE_OVERSIGHT_014439.jpg
Quote #1
"We had positioned long USD as well as short rates, not so much as an explicit play on a Trump victory but more against a more hawkish Fed in 2017."
Source
HOUSE_OVERSIGHT_014439.jpg
Quote #2
"They have the USD peaking at 1.02 vs the EUR, 120 against the JPY and 1.43 vs the CAD."
Source
HOUSE_OVERSIGHT_014439.jpg
Quote #3

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