… Genser*i¢% MD, Persesus Strategies. Founder, Freedom Now. International lawyer for Aung San Suu Kyi. *Jeff George*iz% Global Head, Sandoz. Member of Exec Committee, Novartis. *Dave Goldberg*1iz% CEO, SurveyMonkey. *Tom Goldstein*-- Partner, Goldstein & Howe. Fmr Partner and he...
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…% ~=—-0.9% 8.9% -14% 29% 4.2% 3.0% 0.4% —-1.0% 3.3% -2.4% 3.6% Source: Smith Travel Research (STR), BofA Merrill Lynch Global Research estimates; Note: **March data is month to date Estimates vs. Consensus: In-line 1Q revenue and EPS We expect 1Q revenue/EPS of $2.13bn/S0.07 vs....
…ompromise to avoid economic contraction. 4 Positive scenario S&P 500 (6-month target): 1,700 e An accelerating US and global economy reduces risks to company earnings. Investors begin to shift funds into more cyclical sectors such as Industrials and Materials in light of better...
…SsBSBSsS SBSSSSESESSSS N NNN NN NNN NNN NNN NNN NNN NOE Rr Or OS NNNN NNN NNN NN SN Source: , Haver, BofA Merrill Lynch Global Research estimates Source: Haver, BofA Merrill Lynch Global Research estimates 26 GEMs Paper #26 | 30 June 2016 OS merrill Lynch HOUSE_OVERSIGHT_016136
…ts will surpass $1T Assets will hit $500B then level Assets will hit $500B then out decline Source: BofA Merrill Lynch Global Research ¢ Based on our polling questions, investors believe that the main beneficiaries of the robo advisor trend will be the passive asset managers (4...
…rnment is on the verge of a shut down. These are not the top secret opening lines to Aaron Sorkin’s new script, but the global headlines of a world spinning out of control. I head to Los Angeles like an overdressed lemming to attend the 83rd Academy Awards and attempt to make sen...
… 46.2577 0B 70.00 “0s 30.00 +100 ar 5 fi WV A fk rs mR +60 +40 2012 2013 2014 2015 2016 2017 Source: BofA Merrill Lynch Global Research, Bloomberg Long-term picture: 50m average crossing 200m average Chart 5: USD/JPY monthly chart with 50m average and 200m average 210 90 70 50 Go...
…reduced tax complexity attractive credit return the business model the distribution outlook Source: BofA Merrill Lynch Global Research ¢ — If comprehensive tax reform includes an elimination of carried interest tax, potentially moving to an ordinary income rate, it could have s...
…elsen Credit Buy basket of Euro AT1s Barnaby Martin Long Xover short Main loannis Angelakis Source: BofA Merrill Lynch Global Research. For the full methodology and reference pricing please see Appendices. New trades in bold. Themes Long Cyclicality « Long Asia EM - recovering...
…Haiti's recovery. Miami Today. Retrieved November 7, 2010, from http://www.miamitodaynews.com/news/100520/story6.shtml Global Security (n.d.) Foreign Economic Relations. Global Security. Retrieved November 8, 2010, from http://www.globalsecurity.org/ military /world/haiti/econom...
…ertain rental price activity next year metrics activing and points worsening credit metrics Source: BofA Merrill Lynch Global Research = Confident past most of taxi medallion issues: Management expressed confidence that it has taken care of most of the issues on its Chicago tax...
…ional company. We also acquire companies that have the opportunity to turn from a leading regional company to a leading global company, and we have a group of companies that can achieve this transformation and this huge impact that will be reflected on the Saudi economy. They nee...
… His subject for the morning is “hyper wealth.” His subject is always wealth—how capital should react to the given global political, economic, and cultural moment. The otherwise baronial dining room is disturbed by an ever-present white board, on which he scribbles calculati...
…rnment is on the verge of a shut down. These are not the top secret opening lines to Aaron Sorkin's new script, but the global headlines of a world spinning out of control. I head to Los Angeles like an overdressed lemming to attend the 83rd Academy Awards and attempt to make sen...
…returns to around 7%. European HY outperforms the US. & Negative scenario USD HY spread target (6-month): 1,000bps e A global recession is the major risk for high yield bonds. Based on the robust state of the corporate sector, we would not expect spreads to surpass "usual" reces...