BofA 2017 Rates, FX & EM Trade Recommendations Referencing Trump and Xi Policies

BofA 2017 Rates, FX & EM Trade Recommendations Referencing Trump and Xi Policies The document is an internal investment strategy memo that mentions political leaders only in the context of macroeconomic forecasts. It contains no concrete allegations, financial flow details, or evidence of misconduct involving high‑level officials, making it a low‑value lead for investigation. Key insights: Predicts two and a half Fed hikes in 2017‑18 despite expected fiscal easing by the Trump administration.; Recommends buying USD/JPY based on anticipated Japanese bond yield policy and a Trump win.; Suggests buying USD call/CNH put, citing a ‘collision course’ between Trump’s need for a weak USD and Xi’s need for a weak CNY.