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People
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Organizations
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Locations
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Events
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Relationships
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Quotes

Document Information

Type: Financial research report
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Summary

This document is page 3 of a Bank of America Merrill Lynch 'European Equity Strategy' report dated December 1, 2016. It contains six financial charts analyzing market trends, including cyclical vs defensive stocks, bond yields, and valuation metrics for financials and staples. The document bears the Bates stamp 'HOUSE_OVERSIGHT_014462', indicating it is part of a production of documents for the House Oversight Committee, likely related to investigations into financial institutions connected to Jeffrey Epstein, though no individuals are named on this specific page.

Timeline (1 events)

2016-06-23
Brexit (referenced in Chart 4 title as 'post-Brexit')
United Kingdom/Europe

Locations (2)

Location Context

Key Quotes (3)

"Synchronised rise in leading indicators globally augurs well for earnings recovery"
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Quote #1
"Cyclicals vs Defensives trade now looks very stretched"
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Quote #2
"Financials valuations have recovered significantly relative to the move in bond yields"
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Quote #3

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