European Equity Strategy 2017 year ahead – Refining the reflation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to tu...
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Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...
Internet/e-Commerce 1Q Internet Sector Preview Earnings Preview Equity | 06 April 2017 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] 1Q Preview; Expectations building on a strong 2H Our early sector preview highlights o...
Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Equity | 03 January 2017 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...
….co/CdMiY7kkoG RT @ooohouchburn: @10thAmendment today we fly free! #Brexit https://t.co/TQOcXZvqjJ RT @ajplus: London's mayor Sadiq Khan crushed a recent #Brexit debate — while fasting. 23 Jun 2016, 04:56 - CEST 23 Jun 2016, 04:56 - CEST 23 Jun 2016, 04:56 - CEST 23 Jun 2016, 0...
CIO WM Global Investment Office CIO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended November 2012 Published 25 October 2012 This report has been prepared by UBS AG. Please see important disclaimers and disc...
…rototype, you demeaned countless dedicated and courageous community organizers across the nation by pretending that, as mayor, you exercised actual responsibilities which ostensibly they don’t have. And I am not being sexist here, Sarah, because I am also calling John McCain a pr...
…icles. Read more MOST POPULAR HEADLINES COMMENTS Fatal shooting in Delray Beach draws crowd of 100 onlookers Lake Worth mayor says The Cottage complaints use 'gay card' against city manager West Palm Beach mayor Firefighter layoffs likely Narcy Novack charged in 2009 Fort Lauderd...
From: LHS________________________________ Sent: 11/21/2018 10:29:49 PM To: Jeffrey Epstein [[email protected]] CC: lhsoffice Subject: Fwd: China's dangerous test Importance: High See story on Chinese economists Sent from my iPad Please direct all scheduling inquiries to my of...
Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 14 November 2016 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” this autumn on the BoJ's limit and US elections, it has been our view that the USD/JPY’s dips...
From: Sent: To: Subject: Attachments: Halperin, Alan S 7/2/2014 10:51:32 AM jeffrey E. [[email protected]] Post-Death Actions of Foundation Affecting Estate Tax Value image001.png; image002.png; image003.png; image004.png; image005.png I thought of you when I read this articl...
EM Growth? TABLE 1 highlights data from the 10 largest emerging mar- kets, which account for 89.2% of the MSCI Emerging Mar- kets Index. The growth prospects of this group appear sur- prisingly tepid. The median real GDP growth for the next five years is forecasted at 2.5%, while...
From: [email protected] To: [email protected]; Subject: U.S. celebrates Fourth of July, Trump-Kim DMZ meeting and Hong Kong protests Sent: 7/6/2019 6:57:33 PM <https://ue.flipboard.com/usage?data=%7B%22event_action%22%3A%22open%22%2C%22properties%22%3A%7B%22lang...
From: [email protected] To: [email protected]; Subject: 11 questions for Mueller Sent: 7/13/2019 9:06:05 PM <https://ue.flipboard.com/usage?data=%7B%22event_action%22%3A%22open%22%2C%22properties%22%3A%7B%22lang%22%3A%22en%22%2C%22ab_tests%22%3A%22421_2%22%2C%22...
[DECEMBER DRAFT--- 287 pages] THE SNOWDEN AFFAIR A Spy Story in Six Parts By Edward Jay Epstein CONTENTS PROLOGUE On the Snowden Trail: Hong Kong 2014...