Epstein Suite
Full-text search

Results for “BofA Merrill Lynch Global Research”

Search across the indexed text of every released document.

Names that match “BofA Merrill Lynch Global Research”

BofA Merrill Lynch · 65 Merrill Lynch · 61 Bank of America Merrill Lynch · 26 BofA Merrill Lynch Global Research · 22 Merrill Lynch, Pierce, Fenner & Smith Incorporated · 12 Apollo Global Management · 8

2,152 documents found

Table 9: Summary of open trades as of 19-Jun-17
document IMAGES-003-HOUSE_OVERSIGHT_014993.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Jun-17 0.93% Sep-17 expiry NKY put spread may offer even better value in hedging against a "mini TARP moment" Source: BofA Merrill Lynch Global Research. Prices reflective of most recently available data which may be delayed in some cases. “Trade Value” represents current valua...

European volatility: Sector snapshot
document IMAGES-003-HOUSE_OVERSIGHT_014986.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

….5% 14 10% 40 -0.1% -10 = 78% = -3.3% SXTP (Trvl&Lsre) 44% 0.0% 7% 1.6% 0% 7% 9.9 2./% 0 8% 37 -0.3% 1 41% 05% Source: BofA Merrill Lynch Global Research *Real vol = EWMA (Exponentially Weighted Moving Average) volatility, which measures historical price volatility but assigns g...

Tail risk 4: Bo) triggers curve steepening and vol rise
document IMAGES-003-HOUSE_OVERSIGHT_014776.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…p 20y ———‘y20y Volatility (RHS) (bp}y 1 50 08 40 06 30 04 02 ad 0 10 -0.2 0 Nov-15 Feb-16 May-16 Aug-16 Nov-16 Source: BofA Merrill Lynch Global Research BankofAmerica <2” 46 Global Rates, FX & EM 2017 Year Ahead | 16 November 2016 . Merrill Lynch HOUSE_OVERSIGHT_014776

¢ Another topic which AB elaborated on was fees/pricing particularly in the US retail
document IMAGES-002-HOUSE_OVERSIGHT_014355.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ased visibility on reduced tax complexity attractive credit return the business model the distribution outlook Source: BofA Merrill Lynch Global Research ¢ — If comprehensive tax reform includes an elimination of carried interest tax, potentially moving to an ordinary income ra...

Table 1: Current cross asset trades
document IMAGES-002-HOUSE_OVERSIGHT_014433.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…l spreads Hans Mikkelsen Credit Buy basket of Euro AT1s Barnaby Martin Long Xover short Main loannis Angelakis Source: BofA Merrill Lynch Global Research. For the full methodology and reference pricing please see Appendices. New trades in bold. Themes Long Cyclicality « Long A...

ane Group (CG), C-2-8, Neutral
document IMAGES-002-HOUSE_OVERSIGHT_014357.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…eased contribution Increased float and earnings the distribution from RA and GMS _ reduced complexity segments Source: BofA Merrill Lynch Global Research « — If comprehensive tax reform includes an elimination of carried interest tax, potentially moving to an ordinary income ra...

Summary of Closed Trades (19-Jun-17)
document IMAGES-003-HOUSE_OVERSIGHT_014994.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n expected earnings SX7E 1M 25d call / SX5E 1M 25d call price ratio is in the 100" 2-yr percentile Close position and BofA ML turned neutral in EM in the short-term Close position and BofA ML turned neutral in EM in the short-term Close position and BofA ML turned neutral in EM...

Summary of Closed Trades (5-Jun-1 7)
document IMAGES-007-HOUSE_OVERSIGHT_023599.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n expected earnings SX7E 1M 25d call / SX5E 1M 25d call price ratio is in the 100" 2-yr percentile Close position and BofA ML turned neutral in EM in the short-term Close position and BofA ML turned neutral in EM in the short-term Close position and BofA ML turned neutral in EM...