From: Ens, Amanda Sent: 11/15/2016 2:44:06 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: SPX put contingent on higher rates Attachments: image001.jpg; image002.jpg; image003.jpg; image005.png Importance: High Navigating post-Trump volatility • We are recording...
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From: Richard Kahn_______________________________ Sent: 4/4/2017 5:28:21 PM To: jeffrey E. [[email protected]] Subject: Fwd: White House exploring VAT (Washington Post) Attachments: image002jpg01D2AD4706F2BBAO.jpg; image001jpg01D2AD460BC6CE60.jpg Importance: High Richard Kahn...
From: EL HACHEM Johny Sent: 2/8/2017 12:01:12 PM To: jeffrey E. [[email protected]] cc: AdeR Subject: Re: Edmond de Rothschild Infrastructure Expertise Importance: — High I agree with your analysis. On the debt side the yield will be low for sure. Nevertheless by leadi...
Table of Contents OPTION EXERCISES AND STOCK VESTED (1) OPTION AWARDS NUMBER OF SHARES ACQUIRED ON VALUE REALIZED NAME EXERCISE (#) ON EXERCISE ($) Ernest Garcia II — — Mark Jenkins — — Benjamin Huston _— —_— Ryan Keeton —_— —_— Daniel Gill — = STOCK AWARDS () NUMBER OF SHA...
Should hedge funds and private equity funds be worried about Washington? No. - There continues to be chatter about dealing with carried interest. But chatter does not mean action and we see little actual movement toward raising the rates on carried interest through 2016. - The...
Tax and Accounting Center http://taxandaccounting.bna.com/btac/display/batch_print_display.adp In a Feb. 25 article written for the Wall Street Journal, Camp said the proposal “can clean up provisions like ‘carried interest’ that allow certain private-equity firms to get the inv...
Notable trends and dislocations (US) Major US equity indices soar to all-time highs as the low vol regime persists Friday marked the end of the second full week following the political turmoil on Wed, 17-May. Since then, volatility has once again collapsed (10d realized is at 4...
LLC assigns price targets on all companies covered in equity research unless noted otherwise. The equity research price target
significant credit issues for the banks as weaker firms (who are clients) will be better positioned to sell themselves to the tech behemoths looking for innovative ideas. Catalysts: 1) Improving expectations around rising rates (on back of better macro- economic data) will conti...
Chart 3: EM debt and equity have been hit Chart 4: While Banks versus Staples has gone ballistic 950 r 40 0.43 ——MSCI EM _ 900 SSW eG TRS EN LSI SEE ERG ; , ———S&P 500 Banks relative to Food & Bev 0.39 (RHS) 850 0.37 0.35 800 0.33 750 0.31 700 0.29 0.27 650 0.25 Oo Oo Wo Oo Oo Ob...
Chart 50: Utilities relative PE close to the 2013 low Chart 51: Chemicals / Industrials — re-rated but PE-rel not excessive 1.20 -0.5 1.30 1.15 0.0 425 4 0.5 10 10 1.20 1.05 , 15 4.15 1.00 2.0 1.10 0.95 25 1.05 ai an — Chemicals / Industrials PE-rel _— ——PE-relative UTILITIES 1....
Provisions for liabilities 24 33 17 26 29 33 and other liabilities Subordinated debt 104 135 0 0 0 0 Total Liabilities 1,290 1,452) 2,027 1,710) 1,594 1,616 Equity Share capital 175 178 478 487 213 217 Acquired rights on 0 0 -18 -18 0 0 shares Result of operations with 0 0 -38 -3...
Disclosures Important Disclosures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from investmen...
line with the rest of the world on this issue. Similarly, the accelerated depreciation of machinery & equipment would become irrelevant due to the move toward taxation based on business cash flow and the immediate write-off of capital expenditures. Once the depreciation from lega...
Higher yields leading to bank, insurance outperformance over REITs The Japanese equity market correction managed to last just for one day after the US election. The insurance sector has been the best performer since the US election on the back of a steeper US Treasury curve and...