…Corrected Top 10 US Ideas – 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the likely end of what has been the great...
Michael Hartnett
Named in 6 passages across 6 documents.
Mentions of Michael Hartnett in the public Epstein records, with citations.
Being named in these documents is not an accusation or evidence of wrongdoing. This page reflects only what the public records literally contain, with citations to the original sources.
Where Michael Hartnett appears
6 total
… Strategy Top 10 US Ideas — 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the likely end of what has been the great...
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IMAGES-003-HOUSE_OVERSIGHT_014622.txt
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est risk to European markets in 2017 Probably the most natural fit for the populism theme in 2017 is the French presidential election. Although polls have been somewhat discredited by events this year they remain useful as an indication of...
Politics — populism in the Eurozone?
IMAGES-002-HOUSE_OVERSIGHT_014475.txt
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…l been finance-related (Banks, Financials, Diversified Financials) Source: Kensho Technologies The Flow Show, Michael Hartnett, 11/18. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, re...
which is the inflation expectations side of the argument. But Michael Hartnett
l Hartnett (The Flow Show: The Inflation Era Begins 10 November 2016). 3) Nikkei winner of steeper UST and strong macro In a scenario of strong external demand and US rate hikes (particularly with curve steepening), Japan equities tend to b...
1) Upturn in inventory cycle: Defensives—Cyclicals
IMAGES-002-HOUSE_OVERSIGHT_014400.txt
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