…n real yields / inflation breakevens (since 2009) Bund real >+0, b/even +ve Source: BofA Merrill Lynch Global Research, Bloomberg Bund real >+0, b/even -ve Chart 3: Cyclicals vs Defensives trade now looks very stretched 4 3 2 1 0 -1 -2 -3 -4 Dec-97 Dec-01 Dec-05 Dec-09 Dec-13 Cyc...
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…Aug-16 Sep-16 Oct-16 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Source: Bloomberg Source: Bloomberg 4 Global Cross Asset Strategy – Year Ahead | 30 November 2016 Chart 3: EM debt and equity have been hit Chart 4: While Banks versus...
…head EPS ($0.49) ($0.60) Ahead YELP Revenue $201 $198 EPS $0.18 $0.16 Ahead Source: BofA Merrill Lynch Global Research, Bloomberg, as of 4/4/2017 Internet/e-Commerce | 06 April 2017 3 Our 2017 estimates vs. street Of the 25 Internet stocks listed below in our coverage, we are abo...
… Cap (mn) $44,657 Price $124.45 P/E (2017) 14.4x % of sell-side rated Buy 70.0% Short interest % of float 2.25% Source: Bloomberg and BofA Merrill Lynch Global Research estimates Deregulation/Gov’t Legislation: Repeal and Replace of the ACA creates some uncertainty, but neither A...
…heduling inquiries to my office at: Follow me on twitter glhsummers www.larrysummers.com Begin forwarded message: From: Bloomberg <noreply@mail.bloombergbusiness.com> Date: November 21, 2018 at 4:46:50 PM EST To: Subject: China's dangerous test Beijing plans to give its 22 millio...
…s, 3-month moving averages) 65 60 55 50 45 Manufacturing Services 40 Composite No-change line 35 08 09 10 11 12 Source: Bloomberg, UBS CIO, as of September 2012 Note: Past performance is not an indication of future returns. *Scenario probabilities are based on qualitative assessm...
…16 May-16 Aug-16 Nov-16 US-Japan 10yr real yield spread (LHS) USD/JPY (RHS) Source: BofA Merrill Lynch Global Research, Bloomberg USDJPY (RHS) Source: BofA Merrill Lynch Global Research, Bloomberg *Using 3m deposit rate USDJPY carry / 3m implied vol (RHS) JPY sellers > JPY buyers...
…SIGHT 029344 $20 18 16 14 12 10 6 4 2 1_ Dec 27. '13 1. Valhi Inc Feb 12, '14 Mar 28, '14 May13. '14 Jun 26, '1 Source: Bloomberg Oh.6 The stock closed yesterday at $6.01, reducing the value of the estate's holdings by $2.8 billion -- and its estate-tax liability by $1.1 billion...
Matthew. “A Chinese Casino Has Conquered a Piece of America.” Bloomberg Businessweek.
London Bureau Bloomberg BusinessWeek United Kingdom
…3 . 7.6% INDONESIA 2.5% 5.6% 5.3% 1.3% 3.5% 29.9 6.8% MALAYSIA 24% 5.1% 4.6% 1.7% 2.1% 28.2 17.9 3.8% SOURCE MSCI*ASOF BLOOMBERG BLOOMBERG IMF/ BLOOMBERG CIAWORLD MSCI/ BLOOMBERG MAY 31, 2017 BLOOMBERG FACTBOOK BLOOMBERG 89.7% MEDIAN AVERAGE Sources: Bloomberg, IMF, CIA World...
…d=3646186§ion_url=flipboard%3A%2F%2FshowSection%2Fresolve%252Fflipboard%252Furl%25252Fhttps%25253A%25252F%25252Fwww.bloomberg.com%25252Fnews%25252Farticles%25252F2019-07-05%25252Ftrump-mulls-executive-order-to-add-citizenship-query-to-census&utm_content=article&utm_source=ema...
…d=3646186§ion_url=flipboard%3A%2F%2FshowSection%2Fresolve%252Fflipboard%252Furl%25252Fhttps%25253A%25252F%25252Fwww.bloomberg.com%25252Fnews%25252Farticles%25252F2019-07-12%25252Ftop-chefs-say-these-are-the-foods-you-should-be-grilling%25253Fsrnd%25253Dpursuits-vp&utm_content...
…enced to two years probation and a $100,000 fine. See Eli Lake, “Petraeus, Justice and Washington’s Culture of Leaks,” Bloomberg View, March 4, 2015 http://www.bloombergview.com/articles/2015-03-04/petraeus-justice-and-washington-s-culture-of-leaks 10. In an interview...
…rg) ..... 1.35 1.30 ------- 1.25 1.20 1.15 Law-; 1.1171 .............. 1.10 Dec Mar Jun Sep 2015 2026 Copyright: 201.6 Bloomberg Finance L.P. 17-Nov-2016 13:41:34 Source: Bloomberg HOUSE OVERSIGHT 014397 DXJ ETF shares outstanding remain at 3 year lows. CI • Last Price 0.156N1 -...