The Scowcroft Group 900 17th Street, NW * Suite 500 Washington, DC 20006 — www.scowcroft.com From: Kevin Nealer Date: November 14, 2015 Terrorism - Metrojet and Paris Mark Externalization of ISIS Threat It has been a consensus view in the US and Europe that the dangers pose...
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Exhibit 91: EM Local Debt Currencies and Developed Market Interest Rates Rising global interest rates would be a headwind to EM local debt. % 1/1/2016 = 100 1.2 Average G3 10-Year Rate 34 EM Local Debt FX (Right, Inverted) 96 1.0 r 98 0.8 00 0.6 02 04 0.4 06 0.2 08 0.0 10 Jan-...
Refining the reflation rotation 2017 is likely to have a number of cross currents as themes. Recovery (we look a modest acceleration in both growth and inflation) and Rotation go hand in hand. On the basis of our central forecasts for growth, inflation and rates and given the mo...
Table 10: Summary of closed trades as of 19-Jun-17 Open Trade Description Date Long 2x SPX Aug-17 2200 puts, short 1x SPX Aug-17 2350 94 _Feh.17 put Own Nifty Mar17 strangle heading into 5 events 23-Jan-17 Long XLF Jun17 24 call, short SX7E Jun17 120 call 2-Dec-16 Buy Tencent Ma...
Preferred themes e High quality dividend yields (sourced from existing European ® and UK equities) High quality companies with geographically diversified business models that pay sustainable dividends offer an attractive income stream in a low yield world. Historically, dividend...
defensive dividend stocks to take advantage of the improving cyclical backdrop and rising bond yields. That meant our November screen included a high proportion of Financials. This somewhat remains the case but we note the addition of several industrial companies in our latest sc...
Eurozone political calendar 2017 4 December: Italian constitutional referendum Our base case is a close “No” vote where Renzi stays and no snap election, given current polls and the outstanding electoral reform court case. BTPs and the banks recaps remain a tail risks for the I...
From: Paul Morris [| —_—_—_—_—_—acaT | Sent: 3/14/2014 10:27:39 PM To: Jeffrey Epstein [[email protected]] Subject: Re: Oil options [C] Attachments: graycol.gif Importance: — High Classification: Confidential I do want to talk to u about this, they spent too much thinking...
clairebotai RT @Spock_Capt: In the Science of Civilizations, Brexit | 23 Jun 2016, 1 | neutral Is the European Uniona€™s Reckoning 02:20 - CEST https://t.co/HxTKQiV2cw #geek #tech PapaSonsFil | If this storm isn't telling you that Brexit is doomed 23 Jun 2016, | London 0 | negati...
Lee Kai-Fu Lee Yong-Shin Jim Leech Fred van Leeuwen Manfredi Lefebvre d'Ovidio di Balsorano Gottfried Leibbrandt Jon Leibowitz Achankeng Leke Frédéric Lemoine Frangois J. Lenglet Steve J. Lennon Sergio Leo Mark Leonard Stefano Lepri Josh Lerner Monique F. Leroux Aharon Le...
ae — a return to positive EPS growth in 201 7% EPS growth in 2017 as global growth improves and Resources EPS recovers We think the earnings backdrop will be supportive in 2017 with a return to positive EPS growth in Europe for the first time since 2014 and with downside to cons...
Research Analysts James Barty >> Ajay Singh Kapur, CFA >> Investment Strategist Equity Strategist MLI (UK) Merrill Lynch (Hong Kong) +44 20 7996 3291 +852 3508 7753 [email protected] [email protected] Ronan Carr, CFA >> Shusuke Yamada, CFA >> European Equity Strateg...
From: Vinit Sahni Sent: 3/14/2014 2:24:19 AM To: [email protected] CC: Paul Morris Subject: Re: Oil options Attachments: graycol.gif Importance: High Classification: External Communication I am on a plane to and from tokyo tomorrow next 2-3 days, if u need something otherwise...
From: Sultan Bin Sulayern [i Sent: 9/18/2015 5:26:12 AM To: Jeffrey Epstein [[email protected]] Subject: Fareed Zakaria: Trump sells America short Fareed Zakaria: Trump sells America short Dear Donald Trump: China, Japan and Mexico are not “killing us” By Fareed Zakaria, T...
The Scowcroft Group 900 17th Street, NW • Suite 500 Washington DC 20006 Phone www.scowcroft.com From: Kevin Neater Date: November 14, 2015 Terrorism - Metrojet and Paris Mark Externalization of ISIS Threat It has been a consensus view in the US and Europe that the dangers posed b...