Results for “BAS Research”

Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up ‘4 135.0 we 125.0 10 115.0 O84 105.0 us 95.0 0.4 85.0 0.2 15.0 Nov-14 Feb-15 May-15 Aug-15 Nov-15 Feb-16 May-16 Aug-16 Nov-16 se USDJPY(RHS) —_USDJPY carry / 3m implied vol (RHS) US-Japan 10yr real yie...

…orence, Italy; the National Palace of the Arts in Budapest, Hungary; the Tel Aviv Opera House in Israel; the American Embassy in Beijing, China; the United Nations in New York; and National Statuary Hall in the United States Capitol. She has collaborated and performed with noted...

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…PS growth and a recurring benefit to future EPS given a permanently lower share count. Table 11: Impact to S&P 500 EPS based on various buyback scenarios % used for buybacks: 10% 20% 30% 40%) 50%) 60% 70% 80% 90% 100% Trump (10% tax) 1% 1% 2% 2% 3% 3% 4% 4% 5% 6% Blueprint (8.7...

…n declaring that this so-called sequester threatens the military as well as domestic programs. But his plan to avoid it basically repeated the offer of a "balanced approach" — unspecified tax hikes and spending cuts — which Republicans have already rejected. Somewhat more substan...

…given too much stimulus in the East, and ineffective stimulus in the West **. We expect a modest second half recovery, based primarily on US capital spending increases, easy credit conditions everywhere, and a pick-up in industrial production in Japan. But the world’s structura...

…of weaving machines, excavators, and industrial robots. In the past, displaced workers usually found new jobs, but this basic economic incentive will remain even if that is no longer the case. The existence of affordable AGI means, by definition, that all jobs can be done more c...

…zine as the first investor. From 1993 to 1998, he contributed a monthly column to the magazine in which he reiterated a basic theme: “Move bits, not atoms.” Negroponte expanded many of the ideas from his Wired columns into a bestselling book Being Digital (1995), which made famou...

… the Department of Medicine at the University of Chicago. He is co-founder of Every Block A Village Online, an Internet-based community development program, and is past president of the Illinois chapter of Physicians for a National Health Program. He is the current president of t...

…by clause 11(g) of Rule X of the House of Representatives, the Committee has forwarded this Memorandum to the President based on its detennination that the release of the Memorandum would serve the public interest. The Constitution vests the President with the authority to protec...

…nt horizon of 6 months following the publication date — if not indicated differently - and will be updated on a monthly basis. The preferred investment themes have a time frame of either 3-12 months or >12 months since inception, as indicated. The information does not constitute...

Table 12: Selected drivers of Saudi consumer Direction Comment Oil prices Volatile Indirect impact through economic activity and confidence Population growth Decreasing Direct impact through lower number of expatriates and national birth rate Public sector wage growth Flat to co...

2017: a good year for domestic demand Policy tailwinds are only one pillar of our call for Japan’s outperformance in 2017. We also believe the stars are aligning for an organic improvement in domestic demand, which would support the current recovery: the economy is firing on all...

…he International Peace Institute’s (IPI) Middle East program over many years. I dedicate the book to my beloved wife, Ambassador Mona Juul, my companion in war and peace, without whom I would never have become involved in the imbroglio of the Middle East. Paris 16 September 2013...

…l Portfolios are provided for illustrative purposes only. Your actual asset allocation may look significantly different based on your particular circumstances and risk tolerance. Tactical tilts may involve a high degree of risk. No assurance can be made that profits will be achie...