… tn) Stoxx 600 EPS revisions ratio (4 wk avg) ====13-week average 113 0384 O74 1144 03/15 O75 11/15 03/16 07/16 Source: BofA Merrill Lynch Global Research, Datastream, IBES Source: BofA Merrill Lynch Global Research, Markit, Bloomberg Return to positive EPS growth feasible with...
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From: Lesley Groff Sent: 5/4/2016 6:06:21 PM To: Jefffrey Epstein [[email protected]] Subject: Fwd: Larry Summers - Foreign Affairs - The Fusion of Civilizations Importance: High Begin forwarded message: From: Kelly Friendly Subject: Larry Summers - Foreign Affairs - The Fusi...
… 35 -40 -40% 6 30 60 “50% “1% 01/98 01/01 01/04 01/07 O10 0113 01/16 Q496 Q499 Q402 Q405 Q408 Q411 Q414 Q417 Source: BofA Merrill Lynch Global Research, Datastream, IBES MSCI Europe 12m trail EPS (IBES) ———World GDP (right) =———|SM / Euro PMI manuf avg (advanced 9m) =———|MSC...
…n bonds since 2010 900 800 700 600 500 400 300 . 200 100 0 -100 1/1/2010 7/1/2011 1/1/2013 71112014 1/1/2016 Source: BofA Merrill Lynch Global Research Chart 8: USD/JPY 10y forward outright 100 95 90 85 80 75 70 65 60 55 50 1/1/2010 5/1/2011 8/4/2012 = 1/1/2014) 5/1/2015 =...
…...................................................................../ ' / 0 -0.5 04 CY1 6 CY1 7 CY1 CY16 CY17 CY1 3 • BofANIL Consensus (Bloomberg, as of 15 Nov 2016) Source: BofA Merrill Lynch forecasts, Bloomberg lzumi Devalier Japan Economist Merrill Lynch (Japan) HOUSE OVER...
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View J.P. Morgan [email protected] 09 November 2012 Disclosures Analyst Certification: The research analyst(s) denoted by an “AC” on the cover of this report certifies (or, where multiple research analysts...
From: Ens, Amanda Sent: 1/27/2017 8:03:49 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: Meet with our Global Head of Commodities - Monday at 10:15am at One Bryant Park Attachments: image001.png Importance: High Please let me know if you're interested in joining...
FREE GROWTH AND OTHER SURPRISES Draft Gordon Getty FOREWORD BY THE AUTHOR How Come This Book? A few months ago, Robert Trivers was kind enough to send me his new book. The title is “Wild Life”. Perfect two ways. Bob is a world authority on wildlife, to wit evolutionary biology....
…%) 2% 4 poy! 5% 1.5% 2.0% whe “£L, 0 Oh EPR HBR EBERLE RRL Aare Soozeyrzyan x BEPSESRES22SHES SSG6S2S5656803N2 Source: BofA Merrill Lynch Global Research Source: BofA Merrill Lynch Global Research Bankof America Merrill Lynch Global Rates, FX & EM 2017 Year Ahead | 16 Novembe...
November 21, 2011 Topic: The quixotic search for energy solutions Another Don Quixote Thanksgiving. Every year at Thanksgiving 1 , we look in-depth at an issue that affects markets and portfolios. Last year, we examined the unraveling situation in Europe. Unfortunately, most con...
From: Ens, Amanda i Sent: 1/27/2017 8:03:49 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: Meet with our Global Head of Commodities - Monday at 10:15am at One Bryant Park Attachments: image001.png Importance: — High Please let me know if you’re interested in...
From: Alain Forget Sent: 11/18/2016 11:30:28 AM To: jeffrey E. [[email protected]] Subject: Re: interesting Importance: High i do not believe in a global tea party. but it is most interesting to see how those ideas will materialize and to witch exdend Ill be most interested t...
Table 17: Match estimate summary 1017 2017 2017 2018 Revenue BofA ML est. $293 $315 $1,285 $1,484 Growth Y/Y% 20% 20% 16% 15% Street $308 $322 $1,325 $1,484 BofA ML vs Street Below Below Below Above EBITDA BofA ML est. $79 $112 $462 $562 Street $77 $113 $459 $544 BofA ML vs Stre...
…Y trn saar (LHS) ; ; ‘ Private consumption, JPY trn saar (RHS) —— Saving rate of workers’ households, % 4qtr ma Source: BofA Merrill Lynch Global Research, CAO Source: BofA Merrill Lynch Global Research, MIA 2. Capex revival We also see a fundamental case for higher capital spend...
BofA Merrill Lynch Global Research Source: BofA Merrill Lynch Global Research estimates