Liquid Insight Trump’s effect on MXN 22 September 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • We provide an empirical analysis of Donald Trump's potential effects on the Mexican peso • Our analysi...
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Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 14 November 2016 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” this autumn on the BoJ's limit and US elections, it has been our view that the USD/JPY’s dips...
…f glasses, Jeffrey Epstein sits at the head of the table. He spends most of his day in the dining room, remote from the world, in front of a lap top and beside a row of reading glasses (there are a lot of them in case, apparently, he misplaces a pair, but being quite meticulous h...
…p-time sense, broken only by the household staff ferrying in time-of-day-appropriate foods and beverages. The real world seems terribly far away, but with paparazzi often posted near by, it’s dangerously close too. Once I arrived for a visit and found several police cars blo...
…y of this year, have not possessed 'growth alpha' and have continued to rely on 'growth beta' vis-à-vis the rest of the world. I struggle to think of key reforms that EM countries have embarked on in recent years: even countries like France and Italy have undertaken more reforms...
possibility of an appeal. The verdict capped a two-week trial that involved dueling accusations of fraud levied by high-profile attorneys on both sides, including the former White House counsel to President Obama. At the center of the high-stakes battle was San Juan Capistrano...
… 3 M. Bateson, D. Nettle, & G. Roberts, “Cues of being watched enhance cooperation in a real-world setting,” Biol. Lett. 2:3, 412-14 (2006). 4 D. M. T. Fessler, “Shame in two cultures: Implications for evolutionary approaches,” Jour. Cogn. & Culture 4,...
… in materially different results. Certain services and products are subject to legal restrictions and cannot be offered worldwide on an unrestricted basis and/or may not be eligible for sale to all investors. All information and opinions expressed in this document were obtained f...
…ents of their future state. In a June 2009 address in Cairo, a speech that asked for a "new beginning" with the Islamic world, Obama said: "The United States does not accept the legitimacy of continued Israeli settlements." He also did not stop in Israel on that trip, instead vis...
…lobal Affairs The Israeli-Palestinian Conflict Now William B. Quandt Spring 2011 -- The upheaval that shook the Arab world in early 2011 should lead to a fundamental recalibration of American policies in the Middle East. As this debate gets underway, many, perhaps most, will c...
…T To: Dear Ian — You are invited to join us at Dialog 2014 -- a two-day bipartisan retreat discussing how to change the world. You were nominated for Dialog by Chamath Palihapitiya. There will be no speeches ... just many moderated break-out discussions of 6-15 people on various...
…estments. As part of this effort, I made a pilgrimage to Manitoba to spend a day with Vaclav Smil. Vaclav is one of the world’s foremost experts on energy, and has written over 30 books and 300 papers on the subject (he’s #49 on Foreign Policy’s list of the 100 most influential t...
Disclosures Important Discl osures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from invest...
Disclosures Important Disclosures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from investmen...
UMB Financial Corp, Wells Fargo, Zions. BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from inv...