Results for “BAS Research”

reverse. Fading high 106’s could be a short-term profit-taking view, or area to enter countertrend short. A final thrust toward July highs of 107.49 is possible and an alternative profit-taking level. A pullback to 105.50 or 104.30 could certainly be bought for the broader uptren...

…g live the hunt for yield If yields only rise modestly next year then the hunt for yield will live on. We keep a yield basket in European equities, AT1s and spread in Euro/US credit. We go outright long European Healthcare by lifting our Food & Beverage short, which has dropped...

…9 Source: BofA Merrill Lynch Global Research, Bloomberg Used Bloomberg Treasury yield index. Curve movements defined based on 2yr move (up or down) and 2510s move (up or down) so these include twist movements, but even if we exclude these, implications for USDJPY and Japan equ...

Chart 39: How do you view fundamentals for multifamily lending in 2017? 30% 27% 27% 27% 29% 20% 15% 10% 7% 5% 0% 13% Softening Softening Softening | Someconcern, but No concern fundamentals fundamentals fundamentals only in certain should leadto shouldleadto = shouldleadto _—...

Chart 23: Illustrative paths of Saudi fiscal balance Chart 24: Illustrative paths of Saudi government debt % of GDP % of GDP 30 100 “0 75 10 50 0 10 25 -20 0 So N xt oO co S N + Oo foe) oOo N i Oo foe) Oo N > co co oS N t+ oO 2c oO N st i<o} foe) oS a> a fo?) fo?) fo?) =] So o o...

…ulous he never does) advising, or instructing, a startling collection of the rich and powerful, slotted in on an hourly basis. The apartness of Epstein’s dining room might seem to offer some buffer in this leveled, angry age for a super rich man who attends to even more fabu...

… weapon. At a recent security conference, Prince Turki al Faisal, a former head of the Saudi intelligence service and ambassador to the U.K. and the U.S., pointedly suggested that if Iran were to develop a weapon, Saudi Arabia might well feel pressure to develop one of its own....

…s spoken language. . what does social behavior mean, it is the cooridiation of indiv brains. = I think that mathematics based thinking does not allow for censorship. money people concepts if they are all math , then poliiical correctness and their structures are only subsets of a...

as indicated. The information does not constitute UBS financial research and therefore may not reflect or be fully aligned with the

…24—- \ 10/44 9, 88 - 64% Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Note: High China sales basket is aggregated and defined by Goldman Sachs Global Investment Research. Source: Investment Strategy Group, Goldman Sachs Global Investment Research, Bloom...

Analyst Certification |, Ronan Carr, CFA, hereby certify that the views expressed in this research report accurately reflect my personal views about the subject securities and issuers. | also certify that no part of my compensation was, is, or will be, directly or indirectly, re...

…e to recover lost ad spend. ¢ Stock comp timing shift could cause some GAAP lumpiness: Shift in timing of annual stock-based comp grants could impact 1Q EPS, but should be offset with lower relative cost in 2H17. Top 1Q data point: Our early 1Q checks (pre quarter end) have be...

…he certainly doesn’t want to do it. He wants to teach eso- teric courses about composites, which is his field. Teaching basic math would be worse than teaching Introduction to Aerospace. A great deal of work and no enhancement to prestige at all. And, there is a bigger problem. H...

…n funding the military budget is set to expire. More important, Trump’s blueprint for the Pentagon budget could set the baseline for defense spending for at least the next four years. It’s also worth noting that Trump’s military expenditures could be at the low end of what some i...

…e. But that’s easier said than done: China boasts a reliable work force, top-notch infrastructure and a strong supplier base for components of many products, from zippers to digital chips.","type":"text"},{"bannerType":"any","identifier":"_anf-banner_advertisement-4","layout":"Co...