HOUSE_OVERSIGHT_014427.jpg
Extraction Summary
3
People
5
Organizations
2
Locations
2
Events
2
Relationships
3
Quotes
Document Information
Type:
Financial research report
File Size:
Summary
This document is page 4 of a 'Japan Macro Watch' financial report dated November 14, 2016, produced by Bank of America Merrill Lynch. It analyzes Japanese equity market performance following the 2016 US election, specifically noting the outperformance of banks and insurance sectors over REITs due to yield curve changes. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was produced as part of a congressional investigation, likely related to financial records obtained from Bank of America.
People (3)
| Name | Role | Context |
|---|---|---|
| Michael Hartnett | Financial Analyst/Strategist |
Observes 'violent rotation out of deflation to inflation plays' and move from REITs to US banks.
|
| David Gleeson | Financial Analyst |
Noted as being 'cautious about REITs'.
|
| Futoshi Sasaki | Financial Analyst |
Noted as being 'constructive on banks'.
|
Organizations (5)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch | ||
| BoJ |
Bank of Japan; referenced regarding interest rates and yield curve control.
|
|
| Bloomberg | ||
| MSCI | ||
| House Oversight Committee |
Implied by Bates stamp 'HOUSE_OVERSIGHT_014427'.
|
Timeline (2 events)
Relationships (2)
Cited in BofA Merrill Lynch report
Both cited as analysts in the same BofA report paragraph
Key Quotes (3)
"violent rotation out of deflation to inflation plays"Source
HOUSE_OVERSIGHT_014427.jpg
Quote #1
"The insurance sector has been the best performer since the US election"Source
HOUSE_OVERSIGHT_014427.jpg
Quote #2
"David Gleeson is cautious about REITs, while Futoshi Sasaki is constructive on banks."Source
HOUSE_OVERSIGHT_014427.jpg
Quote #3
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