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Extraction Summary
5
People
6
Organizations
3
Locations
2
Events
2
Relationships
4
Quotes
Document Information
Type:
Financial research report / macro strategy note
File Size:
Summary
A Bank of America Merrill Lynch financial research report dated November 14, 2016, analyzing the USD/JPY currency pair following the US presidential election. Authors Shusuke Yamada and Paul Ciana predict a 'buy-on-dip' cycle continuing with the pair reaching 115-120 by end-2017, driven by higher US rates and a Republican sweep. The report also highlights an upcoming meeting between Prime Minister Shinzo Abe and President-elect Donald Trump in New York on November 17, 2016, as a key event for market observation.
People (5)
| Name | Role | Context |
|---|---|---|
| Shusuke Yamada | FX/Equity Strategist |
Author of the report, based in Japan, affiliated with Merrill Lynch (Japan)
|
| Paul Ciana | Technical Strategist |
Author of the report, affiliated with MLPF&S
|
| Donald Trump | President-elect (US) |
Mentioned regarding impact on markets and upcoming meeting with Abe
|
| Shinzo Abe | Prime Minister (Japan) |
Mentioned regarding upcoming meeting with Trump in New York
|
| amanda.one | Recipient |
Email address listed in vertical text: 'This report is intended for amanda.one@baml.com'
|
Organizations (6)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Issuing financial institution
|
|
| Merrill Lynch (Japan) |
Affiliate office
|
|
| MLPF&S |
Merrill Lynch, Pierce, Fenner & Smith
|
|
| BoJ |
Bank of Japan
|
|
| House Oversight Committee |
Implied by Bates stamp 'HOUSE_OVERSIGHT'
|
|
| GOP |
Republican Party (mentioned regarding election sweep)
|
Timeline (2 events)
Locations (3)
| Location | Context |
|---|---|
|
Subject of macro watch
|
|
|
Location of upcoming Abe-Trump meeting
|
|
|
Mentioned regarding elections and interest rates
|
Relationships (2)
Both listed as strategists on the report sidebar.
Discussed meeting for coordination on trade/policy.
Key Quotes (4)
"USD/JPY: Buy-on-dip cycle to continue; 115-120 by end-2017"Source
HOUSE_OVERSIGHT_014424.jpg
Quote #1
"In our view, a Republican sweep would first lead to JPY strength on risk aversion, but eventually be the most bullish outcome for the USD/JPY."Source
HOUSE_OVERSIGHT_014424.jpg
Quote #2
"A potential Abe-Trump meeting in New York this Thursday (17 Nov), as reported by Japanese media, warrants attention."Source
HOUSE_OVERSIGHT_014424.jpg
Quote #3
"This report is intended for amanda.one@baml.com"Source
HOUSE_OVERSIGHT_014424.jpg
Quote #4
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