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Department of Economics, Harvard University, v. November 9,2009
document TEXT-001-HOUSE_OVERSIGHT_019396.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…win, Richard, Di Nino, Virginia, Fontagne, Lionel, De Santis, Roberto, and Taglioni, Daira, "Study on the Impact of the Euro on Trade and Foreign Direct Investment," European Economic and Monetary Union Working Paper No. 321, May 2008. http://papers.ssrn.com/sol3/papers.cfm?abstr...

European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

European Equity Strategy 2017 year ahead – Refining the reflation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to tu...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…weight the US, and move most of the overweight into EM Asia. We have moved some of our credit overweight from the US to Europe. � Economics –– The data flows continue to confirm that June/July was likely the bottom in global activity growth, and that we are gently lifting from th...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

… another 1-2 months to see how consumers are responding to higher taxes. * Fixed Income –– Search for carry to trump Euro area jitters over time. * Equities –– Japan remains our main country overweight. * Credit –– We OW covered bonds in the Euro periphery over senior ba...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

… another 1-2 months to see how consumers are responding to higher taxes. * Fixed Income –– Search for carry to trump Euro area jitters over time. * Equities –– Japan remains our main country overweight. * Credit –– We OW covered bonds in the Euro periphery over senior ba...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e hunt for yield If yields only rise modestly next year then the hunt for yield will live on. We keep a yield basket in European equities, AT1s and spread in Euro/US credit. We go outright long European Healthcare by lifting our Food & Beverage short, which has dropped sharply. O...

CIO WM Global Investment Office
document TEXT-001-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…DP growth. Growth has also begun to pick up in key areas of the emerging markets, including China and Brazil. While the Eurozone economy remains weak, we expect Q3 2012 to mark the bottom, and that growth will begin to get "less bad" from Q4 2012. Equities Equity markets have bee...

strong control of the government and its high approval rating are steadily raising the chance of suc
document IMAGES-011-HOUSE_OVERSIGHT_031115.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… currency. Watch next week’s BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. e The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction. We monitor signs of any large deposit flight po...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026576.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ep-13 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.63 2.00 2.00 2.00 2.25 26% Euro area Refi rate 0.75 0.75 0.75 0.75 0.75 0-year yields 1.35 2.00 2.15 2.25 2.25 3.9% United Kingdom Repo rate 0.50 0.50 0.50 0.50 0.50 0-year yields 1.74 2....

strong control of the government and its high approval rating are steadily raising the chance of suc
document IMAGES-011-HOUSE_OVERSIGHT_030845.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… currency. Watch next week’s BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. e The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction. We monitor signs of any large deposit flight po...

Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030852.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…14 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.85 2.00 2.10 2.25 2.35 -0.5% Euro area Refi rate 0.75 0.75 0.75 0.75 0.75 0-year yields 1.29 1.55 1.70 1.80 1.90 0.0% United Kingdom Repo rate 0.50 0.50 0.50 0.50 0.50 0-year yields 177 2...

Aqua Securities, L.P.); Tradespark, L.P; and eSpeed Government Securities, Inc. (now known as eSpeed
document IMAGES-007-HOUSE_OVERSIGHT_023362.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

…, a publicly-traded corporation, owns more than 10% of each of them. The parent company of Appellant Cantor Fitzgerald Europe is Cantor Fitzgerald, L.P.; no publicly-traded corporation owns more than 10% of it. 17-3510 (Continental Cas. Co. v. Al Qaeda Islamic Army): Appellants...

Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…he currency. Watch next week’s BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction. We monitor signs of any large deposit flight po...

Euro Stoxx (27 June): 217 (last month: 215)
document IMAGES-007-HOUSE_OVERSIGHT_024150.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Eurozone equities Euro Stoxx (27 June): 217 (last month: 215) UBS View Euro Stoxx (6-month target): 223 ¢ The crisis in the Eurozone will remain the main driver in the coming months. After the elections in Greece, progress on the reform program will be closely monitored. Spain a...

Brexit Statistics
email TEXT-001-HOUSE_OVERSIGHT_011170.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…uTube @Scouriebeast @COLRICHARDKEMP @JodieActy I am suggesting the EU stops and it will. Then we can work with our free European partners. #Brexit 23 Jun 2016, 01:13 - CEST 23 Jun 2016, 01:13 - CEST 23 Jun 2016, 01:13 - CEST Paris / Vendà ©e 0 positive 4 negative 0 negative Solo-...