Chart 40: Volatility measures of major Asian indices (data as of 02-Jun-17) 3Mth ATM Implied Volatility 10D Realized Volatility {2Mth-1Mth ATM Vol Spread 3Mth 90-110 Skew Spread Equity Market Weekly 4Yr Weekly 4Yr Weekly 4Yr Weekly 4Yr Weekly Current change percentile Current c...
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The Bank of Mexico will meet on 29 September, and a 50bp rate hike is already priced in (Chart 4). A stronger hike, perhaps of 75bp, or a 50bp rate hike accompanied by a hawkish statement could lead to MXN strengthening in the very short run. Chart 3: Net speculative USD/MXN pos...
(FX-neutral). The STR data reflects a continued gradual deceleration in US RevPAR growth and a more recovery in European RevPAR growth as the region laps terrorist attacks and geopolitical uncertainty. Table 13: US and European RevPAR Y/Y Change Mar- us Jan-16 Feb-16 Mar-16 Ap...
currencies. The fact that the Central Bank of Brazil will be looking to cut rates in the face of a Fed tightening cycle makes the BRL especially vulnerable in 2017. We would recommend buying MXN against BRL as a relative value trade. 5. The best hedge against escalation of trade...
be equivalent to a SAR100bn cumulative spending cut, which we believe can be accommodated from capex retrenchment. On the basis of the above, fiscal consolidation would likely drive real GDP growth lower to an average of just around 1% of GDP. This estimate is based on a ST GCC f...
Chart 79: How significant do you think robo advisor platforms will become over the next 3-5 years? 60% 50% 40% 30% 20% 10% 0% Assets will surpass $1T Assets will hit $500B then level Assets will hit $500B then out decline Source: BofA Merrill Lynch Global Research ¢ Bas...
reverse. Fading high 106’s could be a short-term profit-taking view, or area to enter countertrend short. A final thrust toward July highs of 107.49 is possible and an alternative profit-taking level. A pullback to 105.50 or 104.30 could certainly be bought for the broader uptren...
Higher yields leading to bank, insurance outperformance over REITs The Japanese equity market correction managed to last just for one day after the US election. The insurance sector has been the best performer since the US election on the back of a steeper US Treasury curve and...
Chart 39: How do you view fundamentals for multifamily lending in 2017? 30% 27% 27% 27% 29% 20% 15% 10% 7% 5% 0% 13% Softening Softening Softening | Someconcern, but No concern fundamentals fundamentals fundamentals only in certain should leadto shouldleadto = shouldleadto _—...
Chart 23: Illustrative paths of Saudi fiscal balance Chart 24: Illustrative paths of Saudi government debt % of GDP % of GDP 30 100 “0 75 10 50 0 10 25 -20 0 So N xt oO co S N + Oo foe) oOo N i Oo foe) Oo N > co co oS N t+ oO 2c oO N st i<o} foe) oS a> a fo?) fo?) fo?) =] So o o...
Chart 8: Google ex-FX Y/Y growth trends 30% 25% 24%p9y% 24% 22% 20% 15% 10% 5% 0% 2Q17E 3Q17E 4Q17E @ Total Google Revenue Y/Y (ex-FX) m= Google Website Y/Y (ex-FX) Source: Company reports, BofA Merrill Lynch Global Research For core margins, we assume y/y contraction thro...
From: Ens, Amanda i Sent: 1/27/2017 8:03:49 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: Meet with our Global Head of Commodities - Monday at 10:15am at One Bryant Park Attachments: image001.png Importance: — High Please let me know if you’re interested in...
Bank of America Merrill Lynch Awards | Equity dervativ house of the y . <!--[if !vml]--> This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and co...
Chart 3: Saudi Arabia proven crude oil reserves Chart 4: Saudi Arabia proven gas reserves bribbi mSaudi Aramco = Others tn cf eSandidvanos withers 0 300 ont 250 THe 250 200 200 150 4 Tl 150 100 100 + 50 50 N wore wr re @oOrmevwveeanvwwseaorews*tro @ SO oe @Srre OwnrTr Oey OMMWMse...
increase its defense spending. Under Prime Minister Abe, the defense budget has expanded by 7% but has been kept at roughly 1% of GDP, in keeping with historical guidelines. This is small by international standards and more likely than not will rise in the coming years (Chart 24}...