Europe. The average global growth pace of the past 3 months has fallen to only 1.8%, barely more than half of trend. The expectation remains that Q1 should come in at 2.4% as both Japan and the Euro area exit recession. ° While staying overall long risk markets, both credit and...
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13 believe in all the right ideas, but their countries aren’t ready for the vision they seek to promote. They can help make a revolution but others will, for a time at least, determine the flow of events. If true, then both the realists and the idealists are wrong about the Ara...
[OPTIONAL: Right to Be Forgotten readings] e Zoe Bedell, “Google to France: ‘Forget You’ - An Update on the Right to Be Forgotten” Lawfare (May 25, 2016) https://www.lawfareblog.com/qoogle-france-forget-you-%E2%80%93-update-right-be-for gotten archived at https://perma.cc/W9EX-5...
Article 4. Foreign Policy Syria: Too Big to Fail? Aaron David Miller MAY 12, 2011 -- If you're a bit confused about U.S. President Barack Obama's passivity in the face of Syrian President Bashar al- Assad's brutal repression of domestic opposition, don't be. Syria isn't Libya...
Chart 50: Utilities relative PE close to the 2013 low Chart 51: Chemicals / Industrials — re-rated but PE-rel not excessive 1.20 -0.5 1.30 1.15 0.0 425 4 0.5 10 10 1.20 1.05 , 15 4.15 1.00 2.0 1.10 0.95 25 1.05 ai an — Chemicals / Industrials PE-rel _— ——PE-relative UTILITIES 1....
…field which is not his and interfering with the administrative and accusatorial function of the Attorney-General or his officers. That a judge must not do."). 110 Decisions to discontinue a prosecution after charging get similar scrutiny. For an example of a court finding wrongf...
3 1. The use of force by Israeli defense forces during the raid was unnecessary and disproportionate. This could have been avoided, but Israeli forces chose not to. 2. It would be appropriate for Israel to pay some sort of compensation to the families of those who were killed d...
BREAKING DOWN DEMOCRACY: Goals, Strategies, and Methods of Modern Authoritarians 18. Jan Cienski, “Polish Media Veers Back to Pre-1989,” Politico, July 11, 2016, http://www.politico.eu/article/polish-tv-viewers-turn- off-tune-out-drop-out-poland-kaczynski/. 19. “Jaroslaw Kaczyn...
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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...
Related BofAML research on US tax reform Below we provide links to reports from our BofAML Global Research colleagues that address this topic. Economics: Global Watch: Will border adjustment lead to border battles? 18 January 2017 US Economic Weekly: Cutting taxes could be tax...
[9 regimes at a conference in Qatar that “the region’s foundations are sinking into the sand.” Within days, demonstrators filled Cairo’s Tahrir Square, a vibrant plea for greater freedom that swiftly spread to Jordan, Yemen, Bahrain, Oman, Libya, and eventually even Syria. But i...
Overview of USA Inc.’s Key Financial Challenges & Potential and/or Solutions Financial Net Present Cost! Mathematical Illustrations Rank Challenge ($T / % of 2010 GDP) and/or Potential Policy Solutions? * Isolate and address the drivers of medical cost inflation 1 Medicaid $35...
/ BARAK / 132 its terror attack on a Pan American airliner in the late 1980s. Or, as in South Africa, that a change in nuclear policy might come from a change in régime in Tehran. Yet realistically, we couldn’t count on either. And there was no doubt in our minds that a nuclear...
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