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Extraction Summary
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People
4
Organizations
2
Locations
0
Events
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Relationships
3
Quotes
Document Information
Type:
Financial research brief
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Summary
This page from a Bank of America Merrill Lynch report dated November 18, 2016, contains three charts. The charts analyze sector rotation within the inventory cycle, the performance of banks versus REITs in a higher inflation environment, and the reaction of Japanese equities and sectors to US Treasury curve movements, showing outperformance during bear-steepening.
Organizations (4)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch | ||
| Bloomberg | ||
| Haver | ||
| TSE |
Key Quotes (3)
"Higher inflation/yields suggests banks will outperform REITs"Source
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Quote #1
"Japan equities have outperformed during bear-steepening led by cyclicals, banks and insurance"Source
HOUSE_OVERSIGHT_014406.jpg
Quote #2
"Japan Sector = cyclical outperform on UST bear-steepening"Source
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Quote #3
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