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

…erweight was against Europe and EM Asia. Our recent downgrade of Q1 growth in the Euro area and better activity data in China made us move the lion’s share of the overweight versus the US into EM Asia (see Wednesday’s Global Market Outlook and Strategy). Chinese activity data con...

Then there’s Apple. The trade war combined with China’s slowing economy present a
document IMAGES-012-HOUSE_OVERSIGHT_032809.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Then there’s Apple. The trade war combined with China’s slowing economy present a significant short-term threat to the company’s profits. As we note in section 1, smartphone handset sales in China in August were reported at 32.6 million units, a decline of 20.9% year-over-year a...

ASEAN claimants. But a second such incident occurred on June 9 —
document IMAGES-010-HOUSE_OVERSIGHT_029951.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…inese fighter jets allegedly harassed members of the Armed Forces of the Philippines near disputed islands in the South China Sea. China responded to frenetic protests from Vietnam and the Philippines that any exploration in the Spratly area without its consent is a violation of...

e All American institutions—governmental and nongovernmental—that deal with
document IMAGES-005-HOUSE_OVERSIGHT_020458.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ds of practice and due diligence. Reciprocity American institutions are deflected from their purpose of increasing US-China understanding, and become distorted as one-way channels of Chinese influence, when they are denied access to China on a basis that is reciprocal with the...

Then there’s Apple. The trade war combined with China’s slowing economy present a
document IMAGES-012-HOUSE_OVERSIGHT_033118.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Then there’s Apple. The trade war combined with China’s slowing economy present a significant short-term threat to the company’s profits. As we note in section 1, smartphone handset sales in China in August were reported at 32.6 million units, a decline of 20.9% year-over-year a...

Text 001 House Oversight 028406
document TEXT-001-HOUSE_OVERSIGHT_028406.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…o-1","layout":"introLayout","role":"intro","text":"Friday’s talks to occur amid concerns on Capitol Hill about privacy, China business and allegations of bias against conservatives","textStyle":"summary","type":"text"},{"caption":"Google CEO Sundar Pichai speaks during the Google...

ML) Kegiang Index (Left Hand Side)
document IMAGES-001-HOUSE_OVERSIGHT_012086.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…bservation: Lately, the Li Keqiang Index has accelerated much more than the reported GDP growth. One could surmise that China’s actual GDP growth (measured on a year-over-year basis rather than on an annualized sequential change) may have been greater than the reported 6.9% in th...

intervened with hotels where activities involving Taiwan (such as trade shows) flew
document IMAGES-006-HOUSE_OVERSIGHT_020622.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

163 intervened with hotels where activities involving Taiwan (such as trade shows) flew the flag of the Republic of China. Probably in view of the costs incurred by cancelling a contract with their Taiwanese partners, the addressees in general did not comply. In a similar inci...

forms information about all their foreign acquaintance, including any non-U’S. officials that the
document IMAGES-005-HOUSE_OVERSIGHT_020334.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…l resource in the intelligence war. To get both electronic intelligence and human intelligence about the United States, China also had a highly-productive intelligence sharing treaty with Russia. It was signed in 1992 after the Soviet Union was dissolved. Although the terms of th...

Robert Lawrence Kuhn / RLK
document IMAGES-007-HOUSE_OVERSIGHT_023709.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…f course. We have to look at the short-term, mid-term, and long- term. Let’s look at the background to understand where China is today. This is the 40% year, the anniversary, of China’s reform and opening up. On December 18*, 1978, Deng Xiaoping made his famous speech, which tran...

businessman with business interests in China. There is an unsubstantiated
document IMAGES-006-HOUSE_OVERSIGHT_020649.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

190 businessman with business interests in China. There is an unsubstantiated rumor that the investment was subsidized by $1 million from the Ministry of Propaganda. e Duowei is another online source that was for years an independent Chinese- language media. It was purchased...

e Uneven tariff rates and the banning of some US goods
document IMAGES-009-HOUSE_OVERSIGHT_026916.txt Oct 12, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…tions Recent headlines that the trade war may be escalating to a cold war are not without merit, as we believe that US-China relations are changing on a more structural basis and will have a longer-term impact. On a short-term basis, however, US exposure to China is limited with...

Jeffrey Epstein [[email protected]]
email TEXT-001-HOUSE_OVERSIGHT_028675.txt Feb 13, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sent: To: Subject: rt cle 1. Jeffrey Epstein [[email protected]] 2/15/2013 12:42:34 AM Larry Summers as you asked The Washington Post In State of the Union address, Obama lays out his second-term agenda Editorial February 13, 2013 -- TWO DOMESTIC concerns towered above...

*For Some Companies
document *For some companies House Oversight Committee — Epstein Estate Records (Nov 2025)

total overseas cash may represent total accumulated overseas profits. Overseas cash based on BofAML analyst estimates or Bloomberg data from company disclosures.

Chinese media social media presence
document IMAGES-006-HOUSE_OVERSIGHT_020647.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Chinese version Platform Official Organizations and Subscribers/Followers Quasi- official CCTV (CGTN) Xinhua People’s China Phoenix TV (fully Daily Daily controlled by Chinese government) Twitter CCTV: 532K (E+C) 11.8M(E) 4.54M(E) —1.8M (E) 7K (C) CGTN: 7.19M (E) 11.6M(C) 221K...