2. From a panel discussion last week: ° Woo actually disagrees with some people’s view that there is euphoria in the market. With real yields at -30bp, the fixed income market is pricing in pessimism on Trump (and as I’ve mentioned, our colleagues in fixed income/FX and their cl...
Results for “Colum Lynch”
Search across the indexed text of every released document.
Names that match “Colum Lynch”
390 documents found
Chart 55: What would get you more interested in investing in GS stock? 60% 50% 40% 30% 20% 10% 0% Astronger revenue Normalizing regulations —_ Investing to drive Additional expense backdrop and ability to return improving returns reductions more capital Source: BofA Merr...
With regard to growth in the energy book management expects balances to stay relatively flattish as new growth is offset by pay downs and deleveraging. Chart 44: Where do you see TCBI’s provisioning in 2017 relative to 2016? 50% AT% 45% 40% 35% 30% 29% 20% 15% 10% 5% 0% 16%...
Table 11: Amazon Estimate Summary 1Q17 2017 2017 2018 Revenue BofAML est. $35,335 $36,784 $164,532 $194,826 Growth Y/Y% 21% 21% 21% 18% Street $35,255 $36,815 $165,158 $199 387 BofAML vs. Street Above Below Below Below EBITDA BofAML est. $4,153 $4 626 $18,246 $22,022 Street $4,0...
Trades Gaining Momentum: Finance-Related Assets vs. S&P 500 Oiversiied Financtsts Barks Prranciats S&P 500 Source: Kensho Technologies The Flow Show, Michael Hartnett, 11/18. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs,...
1Q Internet Summary Previews We are publishing updates on 1Q industry data points and write ups on our early outlook and top 1Q earnings focus items for select stocks in our Internet coverage group (more detailed previews with various channel checks for large cap stocks to follo...
Cross-asset implications of repatriation Repatriation should spur USD-buying — up to 40% may be non-USD denominated While few companies disclose the currency composition of their offshore cash, our FX team estimates that 60-75% is already in USD while 25-40% is non-dollar-denomi...
Estimate vs Consensus Our revenue and EBITDA estimates of $20.2bn/S$9.9bn are slightly above the Street at $19.9bn/S9.8bn. Our model assumes currency to be a 2% headwind on y/y international revenue in 1Q17 (similar to 4Q16) and a 3% headwind in 2Q17. Our 1Q17 non-GAAP EPS of $9...
US - Electric Utilities Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY American Electric Power AEP AEP US Brian Chin American Water Works AWK AWK US Brian Chin Black Hills Corporation BKH BKH US Brian Chin Dominion Resources D D...
below $40. In other words, the outcome is highly binary in the short term for crude and related equities. We flag to investors that we would consider reducing our weighting in the event of no deal. Assuming OPEC does cut production and oil prices recover up to the high $50s per...
after the recent rally: 1) an improved outlook on both activity levels and interest rates, driving revenue upside; 2) potentially lower regulatory burden, particularly as new supervisory leadership can come with the new administration; and 3) relatively lighter positioning in US...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Cause and Effect Fade the Trump risk premium — buy USD Concerns over stagflation return In our view, the most interesting and important development in the global financi...
modified will not likely change the outlook. LM feels its strong positioning in global distribution and product sets bodes well to perform in a new fiduciary world. ¢ Additionally, a lower potential U.S. corporate tax rate will not change its cash tax rate which is likely to be...
¢ Another topic which AB elaborated on was fees/pricing particularly in the US retail market. Peter Kraus commented that there is a very strong philosophical argument for the regulators to approve new fee structures which would allow investors to pay alow beta fee and a higher pe...
Table 1: Current cross asset trades Asset Trade idea Strategist Long European Quality Yield Screen (yield) James Barty Long SXDP Index Ronan Carr Equities Long Nikkei Shusuke Yamada Long European index dividend futures James Barty Long MSCI Asia ex-Japan Ajay Kapur Long RTY shor...