From: Ens, Amanda Sent: 1/27/2017 8:03:49 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: Meet with our Global Head of Commodities - Monday at 10:15am at One Bryant Park Attachments: image001.png Importance: High Please let me know if you're interested in joining...
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Unauthorized redistribution of this report is prohibited. This report is intended for amanda[email protected] Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Top 10 US Ideas — 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett po...
From: Ens, Amanda i Sent: 1/27/2017 8:03:49 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: Meet with our Global Head of Commodities - Monday at 10:15am at One Bryant Park Attachments: image001.png Importance: — High Please let me know if you’re interested in...
Unauthorized redistribution of this report is prohibited. This report is intended for amanda[email protected] Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” th...
…LG, CVS, DHR, EW, EVHC, RARE, REGN, WBA Date: December 15, 2016 at 10:59:39 AM EST To: "Rich Kahn" Pd Reply-To: "Ens, Amanda" co The US team is out with their 2017 Year Ahead this morning ( top pick into the new year. ink) running through ALL sub-sectors with each analysts T...
…lation trade. Short 10y US real rates (seeing higher yields) offers the best risk- reward after recent moves. Regards, Amanda Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 P...
… record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, record EM debt outflow. Regards, Amanda Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One . Park | 5th Floor | New...
… record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, record EM debt outflow. Regards, Amanda Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park | 5th Floor |...
…�ews '3", Struggling Havensight merchants see r�nt-abatement as last chance for them to resuscitate their businesses By AMANDA NORRIS Daily News Staff ST. THOMAS - For mercbants at Havensight mail, it's summer time, but the living is anything but easy. After being granted six mon...
Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated Japan Investment Strategy Nikkei to 20,000: Inventory cycle upturn — cyclicals; inflation — banks, insurance Investment Strategy 18 November 2016 Key tak...
…flation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for amanda[email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to turn +ve but politics to remain a valuation overhang in H1. •...
From: Ens, Amanda [i Sent: 11/15/2016 2:44:06 PM To: jeffrey E. [[email protected]]; Richard Kahn [inn Subject: SPX put contingent on higher rates Attachments: image001.jpg; image002.jpg; image003.jpg; image005.png Importance: — High Navigating post-Trump volatility ° We...
…since 1962. —— 4-day return of a 30yr UST futures investment ee 14-Nov-16 Source: BofA Merrill Lynch Global Research Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 The power...
…gs Preview Equity | 06 April 2017 Unauthorized redistribution of this report is prohibited. This report is intended for amanda[email protected] 1Q Preview; Expectations building on a strong 2H Our early sector preview highlights our estimates vs. Street, early 1Q data points, and som...
…: 3M volatility (weekly changes) Unauthorized redistribution of this report is prohibited. This report is intended for amanda[email protected] Implied Realized S&P500 9.5 (-0.1) 7.3 (04) ESTX50 13.0 (-0.4) 11.1 (-0.6} FTSE 10.6 (0.4) 9.2 (-0.5) DAX 12.2 (-0.7) 9.9 (-0.7) NKY 1...