Documents tagged "Morris"
Found 6 documents with this tag
HOUSE_OVERSIGHT_022359.txt
The document discusses tax proposals in President Obama's Fiscal Year 2014 Budget, which was released on April 10th. Key people mentioned in the document include Managing Directors Paul Morris and Blanche Lark Christerson from Deutsche Bank Asset & Wealth Management and Deutsche Bank Trust Company, N.A.
HOUSE_OVERSIGHT_022260.txt
In this email exchange, Vinit Sahni is discussing a plan to stop marketmaking over-the-counter oil options and focus on short-dated Pd options instead due to better liquidity and lower transaction costs. They also mention the potential impact of a Kerry Lavrov meeting and Crimea referendum on markets, as well as concerns about a hard risk off move in markets focused on European equities, copper, EM FX (Turkey, ZAR, Ruble etc) than SPX. The exchange suggests buying WTI calls with 5-day expiry.
HOUSE_OVERSIGHT_019343.txt
The document is an email exchange between Jeffrey E. and Steve Bannon about a movie titled "American Carnage" that has been financed by Emmanuel and directed by Errol Morris. The two discuss the film's festival circuit, with mentions of Venice, Toronto, and New York Film Festival, as well as skipping Telluride. There is also a discussion of organizing meetings between Steve Bannon and leaders of countries, with Jeffrey E. emphasizing that this process will be time-consuming and requiring multiple visits to Europe over an extended period. There are references to other people such as Hicks and Benjamin Harnwell, but it's unclear what their relationship to the main topic is from this exchange alone.
HOUSE_OVERSIGHT_016801.txt
The document is a capital market outlook from the Chief Investment Office, discussing topics such as macro strategy, global market views, and thought of the week. Paul Morris, Managing Director at Merrill Private Wealth Management, highlights key issues like Federal Reserve policy, global research and development spending, and gold's role as a diversifier in portfolios. The discussion covers the evolving concept of price stability, the potential acceleration of R&D spending due to the U.S.-China tech cold war, and recent tailwinds for gold's performance versus the US dollar.
HOUSE_OVERSIGHT_016413.txt
The document discusses a new U.S. tax break known as Opportunity Zones that is designed to revitalize low-income areas across the country. Developers and investors are taking advantage of this program by rebuilding decaying neighborhoods, with hopes of attracting more business and investment to these areas. The program's success remains uncertain, but there is optimism among officials in struggling communities who hope it will jumpstart local economies.
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.