Bank of America Global Cross Asset Strategy Memo Discussing Trump Election Impact

Bank of America Global Cross Asset Strategy Memo Discussing Trump Election Impact The document is an internal investment strategy note outlining market positioning after the 2016 U.S. election. It contains no concrete allegations, financial flow details, or links to specific powerful individuals beyond generic references to Donald Trump and BofAML. While it mentions the election as an 'inflection point,' it offers no actionable investigative leads. Key insights: Describes portfolio adjustments (NKY long, 10Y real rate short, CNH put) in response to post‑Trump market expectations.; Claims a stronger USD benefits Japanese equities but hurts emerging markets.; Projects 10‑year Treasury yields at 2.65% and German Bund yields at 65 bp by end‑2017.