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As market observers attempt to explain the recent drop in US equities, the risks of geopolitical fac
document IMAGES-009-HOUSE_OVERSIGHT_026915.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…may lead to some uncertainty, we believe it is likely to be ratified. US-EU Trade Friction: Tension between the US and European Union eased significantly after a July 2018 deal between European Commission President Juncker and President Trump to “work together toward zero tariff...

As market observers attempt to explain the recent drop in US equities, the risks of geopolitical fac
document IMAGES-009-HOUSE_OVERSIGHT_026900.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…may lead to some uncertainty, we believe it is likely to be ratified. US-EU Trade Friction: Tension between the US and European Union eased significantly after a July 2018 deal between European Commission President Juncker and President Trump to “work together toward zero tariff...

The Trump administration’s friendly and intensive contacts with the Orban government represent a rad
document IMAGES-012-HOUSE_OVERSIGHT_033380.txt Dec 18, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…st also included U.S. citizens, many of them scholars of economics, Judaism and nationalism at the Soros-funded Central European University (such as Leon Botstein and Allen Feldman). The government has erected contrived legal barriers in an effort to close the institution, a grad...

Re: Filed: German Media Confess to Underestimating Steve Bannon; He Is 'As Dangerous as Ever'
email TEXT-001-HOUSE_OVERSIGHT_025520.txt Mar 11, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…their dislike of his aims. In this week's issue, the left-wing German weekly Stern articulates the greatest fear of the European establishment: that Bannon "could give the fragmented right in Europe a common ideology and rhetoric." Many thought that the reign of the "Dark Lord" h...

Barty argued in The Trump Inflection, Le Pen’s victory has the potential to be even more
document IMAGES-002-HOUSE_OVERSIGHT_014476.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… pro-market reformist agenda could unlock French growth and we think it could prove a significant positive catalyst for European equities more broadly if the political risk premium is priced out against a solid European and global growth backdrop. More of the same expected in Ge...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026574.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ing fiscal cliffrisks, Asian equities are benefiting from concrete signs that economic activity is rebounding in China. European equities are benefiting from greater improvement in financial conditions, although they are more vulnerable to noise around the Greek and Spanish issue...

Eye on the Market July 25, 2011
document IMAGES-008-HOUSE_OVERSIGHT_025223.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end What the EU gave: an easing of lending...

European volatility: Sector snapshot
document IMAGES-003-HOUSE_OVERSIGHT_014986.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

European volatility: Sector snapshot Table 5: Volatility measures and indicative option prices for major European sector indices (data as of 16-Jun-17) Bearish — <<<< ---------------------eecnnnenccnnencecnennncnnnnes >>>> Bullish 3Mth ATMf implied 3Mth 90%-110% risk Equity vol...

Re: Filed: German Media Confess to Underestimating Steve Bannon; He Is 'As Dangerous as Ever'
email TEXT-001-HOUSE_OVERSIGHT_025533.txt Mar 11, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…their dislike of his aims. In this week's issue, the left-wing German weekly Stern articulates the greatest fear of the European establishment: that Bannon "could give the fragmented right in Europe a common ideology and rhetoric." Many thought that the reign of the "Dark Lord" h...

Steve Bannon
email TEXT-001-HOUSE_OVERSIGHT_025528.txt Mar 11, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…their dislike of his aims. In this week's issue, the left-wing German weekly Stern articulates the greatest fear of the European establishment: that Bannon "could give the fragmented right in Europe a common ideology and rhetoric." Many thought that the reign of the "Dark Lord" h...

Re: interesting
email IMAGES-010-HOUSE_OVERSIGHT_029042.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ore victories for Brexit and Trump seemed possible, Bannon declared there was a “global tea party movement” and praised European far-right parties like Great Britain’s UKIP and France’s National Front. Bannon also suggested that a racist element in far-right parties “all gets kin...

below $40. In other words, the outcome is highly binary in the short term for crude and
document IMAGES-003-HOUSE_OVERSIGHT_014480.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…icantly in the coming 12-18 months. Our Oil analysts model between 8 and 17% upside to operating cash flows in 2017 for European integrated stocks if assumed crude prices are increased $10 from $50 to $60. That makes the highest DY in market at ~6% more sustainable out of FCF cov...

Importa
email IMAGES-005-HOUSE_OVERSIGHT_019305.txt Jul 23, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…via BlackBerry by AT&T From Date: : Benjamin Harnwell <a - Sun, 22 Jul 2018 22:01:54 +0200 Subject: Re: Bannon the European: He’s opening the populist fort in Brussels The former Trump strategist arrives in Europe with "The Movement". Objective: an alliance between right-wi...

High yield corporate bonds
document IMAGES-008-HOUSE_OVERSIGHT_025274.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…enerally higher risk premium after the financial crisis. Benchmark yields would rise, limiting HY returns to around 7%. European HY outperforms the US. & Negative scenario USD HY spread target (6-month): 1,000bps e A global recession is the major risk for high yield bonds. Based...