Event Details

This document outlines the 'Fundamental Equity Opinion Key' and 'Income Ratings' used by Bank of America Merrill Lynch research, defining investment ratings such as Buy, Neutral, and Underperform alongside volatility risk indicators. It also provides extensive legal and regulatory disclosures regarding the distribution of research reports by various international affiliates in jurisdictions including the UK, Japan, Hong Kong, Singapore, and Australia. The page details conflicts of interest policies and specifies that prices mentioned are for informational purposes only.

This document is page 24 of a Bank of America Merrill Lynch 'Global Cross Asset Strategy – Year Ahead' report dated November 30, 2016. It contains Appendix 3 and Appendix 4, detailing indicative pricing levels for cross-asset trades and a list of closed trades for 2016. The document lists numerous bank strategists and their specific trade positions but does not contain direct communications or financial transactions involving Jeffrey Epstein, despite the 'HOUSE_OVERSIGHT' Bates stamp indicating it was part of a subpoena production.

This document is page 9 of a 'Global Cross Asset Strategy' report by Bank of America Merrill Lynch, dated November 30, 2016. It analyzes the economic implications of the incoming Trump administration, forecasting GDP growth, Federal Reserve interest rate hikes, and the impact of proposed fiscal stimulus and trade policies. While the document carries a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was part of a document production for a congressional investigation (likely related to financial records), the text itself is generic market research and contains no direct mention of Jeffrey Epstein, his associates, or specific illicit transactions.

This document is page 7 of a 'Global Cross Asset Strategy – Year Ahead' report by Bank of America Merrill Lynch, dated November 30, 2016. It analyzes the economic impact of 'peak globalization,' the Trump election victory, and Brexit, forecasting higher US real rates and a stronger USD due to expected fiscal stimulus and infrastructure spending. The document bears the Bates stamp 'HOUSE_OVERSIGHT_014438', indicating it was produced as part of a Congressional investigation, likely related to banking records.

A page from a Bank of America Merrill Lynch 'Global Cross Asset Strategy' report dated November 30, 2016. The document details a 'European Yield Screen' listing various bank and insurance stocks (e.g., ING, Danske Bank, Societe Generale) and recommends a trading strategy involving 'Long SX5E 2018 Index dividend futures.' The document bears the Bates stamp 'HOUSE_OVERSIGHT_014449,' indicating its inclusion in a Congressional investigation.

A Bank of America Merrill Lynch 'Global Cross Asset Strategy' report dated November 30, 2016. The document outlines current trade recommendations across equities, FX, fixed income, and credit, listing specific strategists for each trade. It includes thematic analysis on market cyclicality, yields, and hedging strategies regarding the Federal Reserve and the Trump presidency. The document bears a House Oversight Bates stamp.

This document is page 25 of a 'Global Cross Asset Strategy - Year Ahead' report dated November 30, 2016, produced by Bank of America Merrill Lynch. It contains standard options risk warnings, analyst certifications listing numerous BofA employees, and special disclosures regarding BofA's advisory roles in Italian banking acquisitions (Anima Holding/Pioneer and Mediobanca/Banca Esperia). The document bears the Bates stamp HOUSE_OVERSIGHT_014456, indicating it was produced as part of a US House Oversight Committee investigation.

This document is page 23 of a 'Global Cross Asset Strategy – Year Ahead' report dated November 30, 2016, published by Bank of America Merrill Lynch. It contains 'Appendix 1: Methodology', describing the criteria for selecting trade ideas for institutional investors, and 'Appendix 2', which provides a table of recommended COCO bonds. The table lists specific bonds, prices, and yields for major banks, including Deutsche Bank AG and Credit Suisse. The document bears the stamp 'HOUSE_OVERSIGHT_014454', indicating it was produced as part of a congressional investigation, likely related to financial oversight.

This is a page from a 'Global Cross Asset Strategy - Year Ahead' report published by Bank of America Merrill Lynch on November 30, 2016. It details financial market strategies regarding credit spreads in Europe and the US, specifically recommending buying 30-year US Investment Grade (IG) industrial spreads and analyzing European 'Long Xover short Main' positions. The document bears the Bates stamp 'HOUSE_OVERSIGHT_014451', indicating it was produced as part of a congressional investigation, likely related to financial institutions' records.

This document is page 16 of a 'Global Cross Asset Strategy' report published by Bank of America Merrill Lynch on November 30, 2016. It analyzes global economic recovery, specifically focusing on Emerging Markets (EM) in Asia and recommending a 'Long Nikkei' position with a target of 20,000, citing the recent Trump election victory and Bank of Japan policies as factors. The document bears the Bates stamp 'HOUSE_OVERSIGHT_014447', indicating it was part of a document production to the House Oversight Committee, likely related to investigations involving major financial institutions.

This document is page 28 of a 'Global Cross Asset Strategy – Year Ahead' report dated November 30, 2016, produced by Bank of America Merrill Lynch. It serves as a directory listing contact information (names, titles, phone numbers, and emails) for various Research Analysts across global branches including the UK, Singapore, Hong Kong, and Japan. The document bears the Bates stamp 'HOUSE_OVERSIGHT_014459', indicating it was produced as part of a US House Oversight Committee investigation.