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The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s are responding to higher taxes. e Fixed Income — Search for carry to trump Euro area jitters over time. e Equities — Japan remains our main country overweight. e Credit — We OW covered bonds in the Euro periphery over senior bank bonds and subordinated vs senior bank bonds in...

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)

…g control of the government and its high approval rating are steadily raising the chance of success. We stay overweight Japanese equities and grow wary of the short yen trade, as capital inflows and rising growth expectations (chart of right) are ultimately bullish for the curren...

Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030853.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…y 57 3.5 37 40 18 23 40 3.0 5.0 Venezuela 42 5.6 2.0 3.0 5.2 57 40 2.0 2.0 Asia/Pacific 47 48 48 48 tT 29 54 §30 557 53 Japan 0.5 2.0 1.3 1.2 3.7 0.2 3.0 3.2 2.5 Australia 24 3.6 27 3.2 2.6 24 24 27 37 New Zealand 1.4 2.5 25 29 07 6.1 21 3.5 2.0 Asia ex Japan 14 6.2 67 67 5.9 a7...

Cite as 349 F.Supp.2d 765 (S.D.N.Y. 2005)
document TEXT-001-HOUSE_OVERSIGHT_017830.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ded to preserve immunity for ‘decisions grounded in social, economic, and political policy.’ ’’ Marchisella v. Gov’t of Japan, No. 02 Civ. 10023(DC), 2004 WL 307248, at *2 (S.D.N.Y. Feb. 17, 2004) (citing United States v. S.A. Empresa de Viacao Aerea Rio Grandense (Varig Airlines...