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Case File
d-31736House Oversight

Bank of America Merrill Lynch EM and Japan equity strategy memo referencing Trump administration

Other

The document is a routine investment strategy memo with macroeconomic charts and trading recommendations. It contains no specific allegations, financial flows, or connections to high‑level officials b Charts show EM recovery and Japan equity overweight sentiment. Mentions potential impact of a strong USD and Trump trade tensions on EM markets. Recommends long EM position hedged with USD and CNH pu

Date
November 11, 2025
Source
House Oversight
Reference
House Oversight #014447
Pages
1
Persons
13
Integrity
No Hash Available
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