From: Ens, Amanda Sent: 11/17/2016 6:05:47 PM To: jeffrey E. [[email protected]]; Richard Kahn [nn | Subject: Financials: buy XLF Mar17 $22 call with $26 KO for $0.87 with full premium rebate on KO Attachments: image001.png; Future of Financials Conference Takeaways.pdf Imp...
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Unauthorized redistribution of this report is prohibited. This report is intended for amanda[email protected] European Equity Strategy 2017 year ahead - Refining the reflation rotation Key takeaways ¢ 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to turn +ve but pol...
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...
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...
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...
…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 |...
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...
… the promise of fabulous music, dancing and no cameras. Those reported on their dance floor include Ryan Phillippe with Amanda Syedfried, who were making out all night and Phillippe’s ex-wife Reese Witherspoon and new fiancé Jim Toth. They pregnant Natalie Portman and choreograph...
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...
… the promise of fabulous music, dancing and no cameras. Those reported on their dance floor include Ryan Phillippe with Amanda Syedfried, who were making out all night and Phillippe’s ex-wife Reese Witherspoon and new fiancé Jim Toth. They pregnant Natalie Portman and choreograph...
…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...