HOUSE_OVERSIGHT_014464.jpg

View Original

Extraction Summary

1
People
3
Organizations
5
Locations
5
Events
0
Relationships
3
Quotes

Document Information

Type: Financial research report
File Size:
Summary

A page from a Bank of America Merrill Lynch 'European Equity Strategy' report dated December 1, 2016. The document analyzes market volatility and investment strategies following Brexit and the 2016 US Presidential election, discussing asset rotations into cyclicals and financials. It bears the Bates stamp 'HOUSE_OVERSIGHT_014464', indicating it was produced during a congressional investigation, likely related to financial records of Jeffrey Epstein or associated banks.

People (1)

Name Role Context
Donald Trump US President-Elect (referenced)
Mentioned in context of 'post-Trump' market rotation and 'prospective Trump Presidency'.

Organizations (3)

Name Type Context
Bank of America Merrill Lynch
Logo in footer; cited as source for data.
Bloomberg
Cited as source for charts.
House Oversight Committee
Implied by Bates stamp 'HOUSE_OVERSIGHT'.

Timeline (5 events)

2016-06
Brexit
Europe/UK
2016-11
US Election (Trump)
USA
2016-12
Italian referendum
Italy
2017
German elections
Germany
2017
French elections
France

Locations (5)

Location Context
Subject of 'European Equity Strategy'.
Mentioned regarding bonds and upcoming elections.
Mentioned regarding upcoming referendum.
Mentioned regarding upcoming elections.
Implied by mentions of US 10y Bonds and US election.

Key Quotes (3)

"The lesson of that is that themes are great, but when the facts change strategists and investors have to change their minds."
Source
HOUSE_OVERSIGHT_014464.jpg
Quote #1
"In fact your best guide to this year was to buy something when it has oversold, underowned and unloved..."
Source
HOUSE_OVERSIGHT_014464.jpg
Quote #2
"Markets have responded enthusiastically to a prospective Trump Presidency but as the above charts suggest we may well have discounted much of it."
Source
HOUSE_OVERSIGHT_014464.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