| Connected Entity | Relationship Type |
Strength
(mentions)
|
Documents | Actions |
|---|---|---|---|---|
|
person
Bank of America Merrill Lynch
|
Employee |
6
|
2 | |
|
person
Amanda Ens
|
Business associate |
5
|
1 | |
|
person
Bank of America Merrill Lynch
|
Business associate |
5
|
1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| 2017-01-01 | N/A | Forecasted above-consensus Japan GDP growth and inflation for 2017 by Chief Japan Economist Izumi... | Japan | View |
| 2017-01-01 | N/A | Forecast of above-consensus Japan GDP growth and inflation in 2017. | Japan | View |
| 2016-11-18 | N/A | Publication of the 'Japan Economics Viewpoint' report by Bank of America Merrill Lynch. | N/A | View |
Bank of America Merrill Lynch presents an optimistic economic outlook for Japan, titled "Ready for ignition." The report argues that the consensus underestimates Japan's medium-term GDP and inflation, forecasting higher growth and inflation for CY2017 and CY2018, driven by aligned fiscal/monetary policies and recovering domestic demand. The primary risk factor identified is policy uncertainty from the United States, particularly regarding protectionism and trade following the Trump presidency.
Bank of America Merrill Lynch presents a bullish outlook for Japanese equities in 2017, forecasting the Nikkei 225 index to reach 20,000. The strategy advises a rotation from defensive stocks into cyclicals, banks, and insurance. This is based on an anticipated upturn in the inventory cycle, rising inflation and interest rates, and a strong macroeconomic environment.
This document provides an economic forecast for Japan in 2017, anticipating a recovery in domestic demand. It identifies US policy uncertainty, particularly from the Trump presidency, as the biggest risk factor, which could lead to protectionism and a stronger yen, potentially reducing Japan's growth. A chart compares Bank of America Merrill Lynch's more optimistic GDP and inflation forecasts against the consensus.
This document is a Bank of America Merrill Lynch investment strategy report from November 18, 2016, detailing a bullish forecast for Japanese equities in 2017. The report, associated with Amanda Ens and Izumi Devalier, predicts the Nikkei 225 index will reach 20,000 and advises a rotation into cyclical stocks, banks, and insurance. The document contains no direct mentions of Jeffrey Epstein; its relevance stems from the 'HOUSE_OVERSIGHT_014399' Bates stamp, indicating it was collected as part of a congressional investigation.
No preview available
No preview available
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein entity