…e of USD crosses RSI>70 a0 ig eg Rising bullish momentum iF 10 ro 2013 2014 2015 2016 2017 Source: BofA Merrill Lynch Global Research, Bloomberg Bankof America Global Rates, FX & EM 2017 Year Ahead | 16 November 2016 47 Merrill Lynch HOUSE_OVERSIGHT_014777
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…7 expiry NKY put spread may offer even better value in hedging against a "mini TARP moment" Source: BofA Merrill Lynch Global Research. Prices reflective of most recently available data which may be delayed in some cases. “Trade Value” represents current valuation of trades init...
…w that Eurozone equities will underperform other major markets. A Positive scenario Euro Stoxx (6-month target): 275 ¢ Global economic growth reaccelerates and Eurozone growth shows clear signs of bottoming out, enabling 2-4% earnings growth over the rest of the year. The traili...
… more attracted and committed to the world system that had delivered all this prosperity. The country would become more global, in a sense, and /ess Chinese. In fact, as China has grown in recent years she has become more global and more Chinese. Growth, wealth, an admixture of...
… 5% 0% Very overweight Slightly overweight Neutral Slightly Very underweight underweight Source: BofA Merrill Lynch Global Research New this year, we hosted expert panels on the evolution of clearing, fixed income market structure, equity market structure, and payments, and...
…re better loan capital —_ is returned demand back to shareholders or reinvested for growth Source: BofA Merrill Lynch Global Research An area that has attracted particular attention among bank investors is around the current landscape of multifamily lending. We polled the audi...
…015 2016 === China FX reserves, USDbn === USDICNY 1Y rolling standard deviation, pips (RHS) Source: BofA Merrill Lynch Global Research, Bloomberg 32 Global Rates, FX & EM 2017 Year Ahead | 16 November 2016 Bankof America Merrill Lynch HOUSE_OVERSIGHT_014762
…tility (RHS) (bp}y 1 50 08 40 06 30 04 02 ad 0 10 -0.2 0 Nov-15 Feb-16 May-16 Aug-16 Nov-16 Source: BofA Merrill Lynch Global Research BankofAmerica <2” 46 Global Rates, FX & EM 2017 Year Ahead | 16 November 2016 . Merrill Lynch HOUSE_OVERSIGHT_014776
…ncreases in major cities, may have been the most impactful yet under- appreciated catalyst that fueled the synchronized global economic recovery since the summer of 2016. The good news is that China’s growth is likely to remain healthy for the remainder of 2017, as stability is p...
… equities and FX, based on effects on 1-year forward US GDP growth. Historical estimates and forecasts by Goldman Sachs Global Investment Research. For informational purposes only. There can be no assurance the forecasts will be achieved. Source: Goldman Sachs Global Investment...
…sight of the CFPB, the FSOC and other bodies established by Dodd-Frank. Republicans have also been critical of moves by global regulatory bodies to set capital and liquidity rules for “systemically important” banks and insurance companies. Wells Fargo Scandal. Lawmakersin both t...
…operational capability, financing, and recruitment. It is not only the wealthiest terror group in history, but one with global reach and ambitions. (The Obama Administration's claims that ISIS is contained now look naive, and that characterization will haunt President Obama and D...
…with me about his life and views, is “hyper wealth.” His subject is always wealth—how capital should react to the given global political, economic, and cultural moment. The faux-baronial quality of the dining room is disturbed by an ever-present white board, where he scribbles ca...
… conference tomorrow about today’s events. The last two weeks have been a severe setback for financial markets and the global recovery. [1] Today, Italian equity markets sold off sharply and were eventually shut down after the ECB (for now) rejected being the buyer of last reso...
…e murder of two known figures will not change the reality. Al Hayat Newspaper - Shafiq Al Asadi With the brunt of the global financial crisis on Dubai, we noticed the continuation of most of the art, culture, media, sports, and cultural activities, in addition to the enormous f...