From: Daniel Sabba I Sent: 1/9/2015 1:53:22 AM To: Jeffrey Epstein [[email protected]] Subject: Fw: EOD Commodities Note - 8 Jan [C] Attachments: image001.jpg; image002.png Importance: High Classification: Confidential Vol in crude continues to collapse From: Prateek Jain Sen...
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MATTER B IOFUEL Frack ’er Up Natural gas is shaking up the search for green gasoline BY DAVID BIELLO AM SPEEDING DOWN New Jersey’s highways, | propelled by gasoline with a dash of ethanol, an alcoholic biofuel brewed from stewed corn ker- ~~ nels. As I drive through the ou...
Spare capacity (Iraq is trying to develop same); 4. Who has strategic influence over ME oil will matter; 5. Oil and global GDP are connected. In some ways, our energy policy may become more difficult. One big question is whether China will continue their policy of non-interventio...
With regard to growth in the energy book management expects balances to stay relatively flattish as new growth is offset by pay downs and deleveraging. Chart 44: Where do you see TCBI’s provisioning in 2017 relative to 2016? 50% AT% 45% 40% 35% 30% 29% 20% 15% 10% 5% 0% 16%...
Investment . . Managemen What is Mining? a Division ASIC Mining Computer and a Mining Rig y f y = Miners use highly specialized computers designed to run an algorithm that attempts to solve a cryptographic puzzle in order to add a new block on the blockchain. By design, a b...
Energy: Refiners: What’s going on with Refining in 2017: potential benefits in a Trump administration 05 January 2017 Industrials / Materials: Industrials/Multi-Industry: DEM#217: The Year Ahead; Resetting for higher US growth and inflation 09 January 2017 Engineering & Constr...
Eurozone equities Preference: neutral Euro Stoxx (24 Oct): 247 (last publication: 247) UBS View Euro Stoxx (6-month target): 249 ¢ We keep our neutral stance on Eurozone equities. While the sovereign debt crisis remains a risk factor (see slide 8), the conditional bond buying...
… profits (which may not all bein cash). *S&P ex. Fins. & Real Estate cash is as a % of total S&P 500 market cap Source: Bloomberg, FactSet, BofA Merrill Lynch US Equity & US Quant Strategy, BofA Merrill Lynch Global Research Repatriation in context: a look back at 2004 The last...
EMEA - Utilities Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY EDF ECIFF EDF FP Peter Bisztyga EDP EDPFY EDPFY US Harry Wyburd EDP ELCPF EDP PL Harry Wyburd EDP Renovaveis EDRVF EDPR PL Pinaki Das Enel ESOCF ENEL IM Harry Wyb...
…PX PE Close to record relative PE ot Fs) a JUTY tne (Ptladeighia Sock Euchre Uttity Ince) utes wn tread mare Source: Bloomberg While we will continue to see solid growth from the regulated names, and a total return argument can still be made that justifies the current premium...
…ERSIGHT_026953 Source: Investment Strategy Group, Arms Control Association, International Atomic Energy Agency, JCPOA, Bloomberg.
… assurance the forecasts will be achieved. Source: Investment Strategy Group, Goldman Sachs Global Investment Research, Bloomberg. * 2016 real GDP is based on Goldman Sachs Glo. ** The US policy rate refers to the top of the Fe ** For Eurozone bond yield, we show the 10-year Germ...
… Director Chairman of the Governing Board, Swiss National Bank, Switzerland World Economic Forum Annual Meeting 2011 Bloomberg LP Edelman CA Technologies dm drogerie markt GMBH + Co. KG Nestle - Jenny Craig Inc. Takeda Pharmaceutical Company Ltd Mohammed Bin Rashid Al Makt...
…0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% % International Sales exposure Source: BofA Merrill Lynch Global Research, Bloomberg, Factset. Performance in USD from 23-June-2016 close to 25-Nov-2016 close. The currency move contrasts with the other risk factors. To date, UK growt...
…10_$12_$12_ $10 $8_$10 Sit _$i1 S13 sis se $10 $11 (@E) www.kpcb.com Note: 2010 data as of 12/31/10. Source: FactSet, Bloomberg. USA Inc. | What Might a Turnaround Expert Consider? 370 HOUSE_OVERSIGHT_021026