Global Cross Asset Strategy —- Year Ahead Bankof America The Trump inflection ape ce Investment Strategy 30 November 2016 Corrected Key takeaways ee « Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. Jam...
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Overall, we find it hard to argue that sectors haven’t moved a long way already from a valuation perspective, even against the context of potentially important inflection points in bond yields and earnings. From here we suspect investors may need to more selective in how they pla...
Concerns over stagflation return On the surface, this has been an uneventful year for the US rates market so far. At the start of January, the market was pricing two Fed hikes for the year. Six weeks later, the market is still pricing only two Fed hikes for the year. The yield o...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” th...
…t Now William B. Quandt Article 2. Foreign Policy The United States' heavy-handed efforts to help Israel at the U.N. Colum Lynch Article 3. | The Washington Post Time to up the ante on Egypt David Ignatius Anicle¢- | The National Interest Samantha and Her Subjects Jacob He...
trailing Instagram and Facebook. Interestingly, after Snapchat passed Instagram in early 2016 in average minutes per user, Instagram recaptured the lead mid-year and has extended it since. While the cause for the shift is not certain, the trends align with the launch of Instagram...
Chart 86: Following last week’s GOP sweep, do you think regulatory relief is in the cards for the financial services industry? 70% 62% 60% 50% 40% 30% 20% 10% 0% Yes, and this should havea Yes, but change in regulatory No, | think there will be little meaningful impact to retu...
Chart 76: Biggest risks to investing in a tech-based lending companies 40% 32% 32% 29% 30% 20% 10% 0% No sustainable Untested credit Fragile funding model Uncertain regulatory competitive advantage model/risk backdrop management Source: BofA Merrill Lynch Global Research = P...
Chart 84: Now that we've defined “big data”, how far do you think financial institutions are at embracing the use of big data today? 60% 50% 40% 30% 20% 10% 0% Fully committed to Fully committed to Fully committed to © Somewhat Not at all using big datato using bigdatato using...
under the Blueprint (over eight years). The Tax Foundation similarly estimates that a repatriation act could drive spending amounting to $185-200bn in revenues through 2025, which could help fund infrastructure/defense spending. S&P 500 companies could bring back over $1tn - mos...
iQmethod™ Measures Definitions Business Performance Numerator Denominator Return On Capital Employed NOPAT = (EBIT + Interest Income) * (1 - Tax Rate) + Goodwill Amortization Total Assets — Current Liabilities + ST Debt + Accumulated Goodwill Amortization Return On Equity Net...
Under our base case, which assumes a rebound in oil prices towards $70 from 2020, we see fair value as reasonably around $80 per share. If non-producing asset value is included {around $3bn or ~$9/sh), we estimate this would be closer to $90. Table 3: At our base case, we see fa...
No alpha from repatriation and multiples actually compressed Our analysis of the top 15 repatriating companies (from Table 7) suggests that while these companies initially outperformed both the S&P 500 and equal-weighted S&P 500 from November 2004-April 2005 (by 6ppt and 5ppt, r...
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