Documents tagged "EUROPE"
Found 85 documents with this tag
HOUSE_OVERSIGHT_019308.txt
The document discusses Steve Bannon's efforts to create a populist movement in Europe through his non-profit foundation called The Movement. He is coordinating with right-wing leaders such as Salvini and Orban, aiming to compete against the influence of George Soros in the 2019 European elections. Bannon was previously a key strategist for Donald Trump's presidential campaign but left following the controversy over racial violence in Charlottesville.
HOUSE_OVERSIGHT_014972.txt
The document discusses equity volatility insights with a focus on the European Union and United States' equity markets. It suggests monetizing correlation through EU bank dispersion and extracting alpha from summer SPX range as policy and positioning create a "collar" equities. The report also recommends buying in-the-money down and out puts on the S&P, and position for greater dispersion in EU bank sector returns by buying a Dec17 call on an equally-weighted basket of Santander, BNP, ING, Intesa, and Deutsche Bank while selling worst-of calls. The report emphasizes that monetary policy is likely not supportive of substantial equity upside but the "Yellen put" still exists with a lower strike.
HOUSE_OVERSIGHT_014525.txt
The email discusses the investment outlook for the year ahead and reflects on 2016 as a period of uncertainty with economic concerns such as China's growth path, oil prices, and U.S. consumer spending. The author notes that despite these concerns, maintaining a balanced and diversified position led to better performance in the long run. The email also mentions a "mid-cycle slowdown" and includes an image showing West Texas Intermediate spot price and broad trade-weighted dollar value over time.
HOUSE_OVERSIGHT_014460.txt
The European Equity Strategy report outlines key takeaways and predictions for the year ahead. Key topics include reflation, EPS growth, defensive vs cyclical rotation, political risk, valuation overhangs, ECB reversal on QE, and potential market highs. The report recommends a more balanced approach to investing and cautiousness regarding UK domestic Retail and Travel sectors. It predicts high single-digit upside for European equities, but also notes that politics could weigh near term. Additionally, the report suggests that modestly higher yields and higher equities are compatible as long as inflation breakevens do not fall.
HOUSE_OVERSIGHT_013482.txt
This document discusses stem cell therapy in the United States and Europe. In the US, President Obama overturned an executive order prohibiting federal funding of human embryonic stem cell research, leading to increased momentum in this field. The first regulatory approval of a manufactured stem cell product has also been achieved. However, there are still challenges, such as a tough regulatory climate for biopharmaceuticals and legal challenges to the relaxing of rules on hESCs. In Europe, experts debate what must be done to maintain its lead in regenerative medicine and stem cell research.