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2.06 MB

Extraction Summary

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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 / reference list
File Size: 2.06 MB
Summary

This document is a page from a Bank of America Merrill Lynch (BofAML) report dated January 29, 2017. It lists various internal research reports regarding US tax reform and market forecasts across sectors like Economics, Autos, Retail, and Healthcare, often referencing 'The Trump trade.' While the document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was produced during a congressional investigation (likely related to financial records), the text itself contains no direct mention of Jeffrey Epstein or his associates.

People (1)

Name Role Context
Donald Trump Former US President
Mentioned in report titles regarding market impacts ('The Trump trade', 'upside from Trump', 'T-R-U-M-P')

Organizations (2)

Name Type Context
Bank of America Merrill Lynch
Author of the research document (BofAML)
House Oversight Committee
Document bears the stamp 'HOUSE_OVERSIGHT' indicating it was part of a congressional investigation production

Timeline (1 events)

2017-01-29
Publication of Equity Strategy Focus Point report
N/A

Locations (1)

Location Context
Subject of tax reform research

Key Quotes (3)

"Related BofAML research on US tax reform"
Source
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Quote #1
"Automotive Industry: The Trump trade – implications for the automotive value chain"
Source
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Quote #2
"2017 Banks Year Ahead: T-R-U-M-P: Find out what it means for "E" (20% potential upside)"
Source
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Quote #3

Full Extracted Text

Complete text extracted from the document (2,267 characters)

Related BofAML research on US tax reform
Below we provide links to reports from our BofAML Global Research colleagues that
address this topic.
Economics:
Global Watch: Will border adjustment lead to border battles? 18 January 2017
US Economic Weekly: Cutting taxes could be taxing 02 December 2016
Credit strategy:
Situation Room: Corporate tax reform=less debt 28 November 2016
The HY Wire: 'A Better Way': tax proposals could affect HY issuance 09 December 2016
FX:
FX Watch: Ten thoughts on Border Adjustments 18 January 2017
FX Viewpoint: Homeland Investment redux? 17 October 2016
Autos:
Automotive Industry: The Trump trade – implications for the automotive value chain 18
January 2017
Consumer/Retail:
Retailing - Hardlines: A taxing set of proposals for Hardline Retailers 14 December 2016
Specialty Retail and Department Stores: Border adjustment seems unlikely but would
decimate retail earnings 14 December 2016
US Consumer Staples: Policy changes: what to watch for 18 January 2017
Cosmetics, Household & Personal Care: 2017 – The Year Ahead: a few diamonds in the
rough 10 January 2017
Consumer Staples: 2017 - the year ahead: sector rotation puts fundamentals in focus 13
December 2016
Tobacco: Tobacco Year Ahead 2017; see domestic players having more upside potential
this yr 04 January 2017
Homebuilders and Building Products: State of the union 12 December 2016
Financials / Real Estate:
2017 Banks Year Ahead: T-R-U-M-P: Find out what it means for "E" (20% potential
upside) 10 January 2017
US Banks Chart of the Week: Muni exposure will mute benefit from lower corporate
taxes 11 December 2016
Insurance: Tax changes could have mixed implications 18 January 2017
Brokers, Asset Managers & Exchanges: 2017 Year Ahead: An attractive outlook, with 12-
20%+ upside, with catalysts 12 January 2017
U.S. REITs: Regulatory changes are coming: A REIT analyst guidebook 17 January 2017
Health Care:
Managed Care: MCO rally has just begun; beneficiaries of the non-Health Care upside
from Trump 02 December 2016
Biotechnology: On the road to recovery 04 January 2017
Healthcare: 2017 – the year ahead: the only constant is change 15 December 2016
22 Equity Strategy Focus Point | 29 January 2017
Bank of America
Merrill Lynch
HOUSE_OVERSIGHT_023090

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