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Merrill Lynch, Pierce, Fenner & Smith Incorporated · 12 Michelle Williams · 10 William Kennedy Smith · 7 Robin Williams · 6 C. K. WILLIAMS · 5 William Carlos Williams · 4

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Global Cross Asset Strategy – Year Ahead

document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...