| Connected Entity | Relationship Type |
Strength
(mentions)
|
Documents | Actions |
|---|---|---|---|---|
|
person
Bank of America Merrill Lynch
|
Professional |
7
|
2 | |
|
person
Bank of America Merrill Lynch
|
Employment |
7
|
1 | |
|
person
Shusuke Yamada, CFA
|
Professional citation |
5
|
1 | |
|
person
Bank of America Merrill Lynch
|
Employment affiliation |
5
|
1 | |
|
person
David Gleeson
|
Business associate |
5
|
1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| 0010-01-01 | N/A | Reference to a report by Michael Hartnett: 'The Flow Show: The Inflation Era Begins'. | N/A | View |
This document is an email from Amanda Ens (Director at Bank of America Merrill Lynch) providing a market update. It highlights the strong performance of finance-related sectors following the 2016 US presidential election, supported by a chart from Kensho Technologies and commentary from Michael Hartnett regarding 'violent rotation' in capital flows. The document bears a House Oversight Bates stamp.
This document is a Bank of America Merrill Lynch 'European Equity Strategy' report dated December 1, 2016. It analyzes political risks in the Eurozone, specifically focusing on the rise of populism following Brexit and Trump's victory, the upcoming Italian constitutional referendum, and the 2017 French presidential election involving Marine Le Pen and Francois Fillon. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, suggesting it was part of a document production for a congressional investigation.
This document is page 7 of a 'Global Cross Asset Strategy – Year Ahead' report by Bank of America Merrill Lynch, dated November 30, 2016. It analyzes the economic impact of 'peak globalization,' the Trump election victory, and Brexit, forecasting higher US real rates and a stronger USD due to expected fiscal stimulus and infrastructure spending. The document bears the Bates stamp 'HOUSE_OVERSIGHT_014438', indicating it was produced as part of a Congressional investigation, likely related to banking records.
This document is page 5 of a 'Global Cross Asset Strategy' report published by Bank of America Merrill Lynch on November 30, 2016. It analyzes market volatility following the November 8th US election, discussing trends in US treasuries, emerging markets, and equities. The text cites Chief Investment Strategist Michael Hartnett's theory of 'peaks' (liquidity, inequality, globalization, deflation) and introduces the concept of 'Peak Trump' regarding market pricing of the new presidency's policies. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was part of a document production for a congressional investigation.
This document is page 4 of a 'Japan Macro Watch' financial report dated November 14, 2016, produced by Bank of America Merrill Lynch. It analyzes Japanese equity market performance following the 2016 US election, specifically noting the outperformance of banks and insurance sectors over REITs due to yield curve changes. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was produced as part of a congressional investigation, likely related to financial records obtained from Bank of America.
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 is a financial research report from Bank of America Merrill Lynch, likely published in late 2016. The report analyzes the Japanese equity market, forecasting a shift from defensive and deflation-era stocks to cyclical and inflation-era stocks for 2017 and 2018. The document itself contains no information about Jeffrey Epstein; its inclusion in a case file is indicated by the Bates stamp 'HOUSE_OVERSIGHT_014400', suggesting it was collected during an investigation that may have involved the financial institution.
A report referenced in the main document that forecasts a 'global rotation' to inflation-related assets.
A report mentioned in the document that discusses the beginning of an 'Inflation Era' and a 'global rotation' in markets.
A publication cited in the report that expects a global rotation to inflation-related assets, supporting the report's thesis.
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