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Internet/e-Commerce
document TEXT-001-HOUSE_OVERSIGHT_014887.txt Apr 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…est concerns on pressure on US inbound travel, a bigger negative for Expedia than Priceline. FX spot rates for both the Euro and the Pound have depreciated 1% vs. the US$ since end of Jan. Many key upcoming events for stocks in 2Q Top events in 2Q include Facebook’s F8 developer...

Preference: neutral
document IMAGES-008-HOUSE_OVERSIGHT_025262.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Eurozone equities Preference: neutral Euro Stoxx (24 Oct): 247 (last publication: 247) UBS View Euro Stoxx (6-month target): 249 ¢ We keep our neutral stance on Eurozone equities. While the sovereign debt crisis remains a risk factor (see slide 8), the conditional bond buying...

The 4-Hour Workweek
document TEXT-001-HOUSE_OVERSIGHT_013796.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ou can find me (hard to do), and depending on when you ask me (I’d prefer you didn’t), I could be racing motorcycles in Europe, scuba diving off a private island in Panama, resting under a palm tree between kickboxing sessions in Thailand, or dancing tango in Buenos Aires. The be...

negotiate discounts of up to 90% in their chosen media
document IMAGES-002-HOUSE_OVERSIGHT_013935.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… the U.S. Specialists in TV but can also handle radio and print. Offer full tracking and reporting to determine ROI. » Euro RSCG (Cross Media) ( http://www.eurorscgedge.com /) One of the worldwide leaders in DRTV media across all platforms. » Canella Media Response Television...

Market’s unusual lack of volatility
document IMAGES-001-HOUSE_OVERSIGHT_012095.txt Nov 1, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…asury yields as well as commodity prices from oil to copper. The U.S. reflation expectation also boosted the greenback. European sovereign bond yields and the euro declined after ECB President Draghi announced a reduction in monthly asset purchases starting in 2018, but promised...

Marine Le Pen victory could bring into question both the future of the EU and also the
document IMAGES-002-HOUSE_OVERSIGHT_014465.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Marine Le Pen victory could bring into question both the future of the EU and also the euro, should the polls be close it could make the uncertainty and market moves around Brexit look like a walk in the park. 2017 —- Reflation, Reversal, Rotation, Relief or Revolt? 2017 is lik...

Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030850.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…wed this week, but did not reverse, on continued concerns about the fallout from a poorly executed Cyprus solution. The Euro area underperformed again, for a second week in arow. As discussed last week, we view Cyprus as a local problem that we address by underweighting Euro area...

Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030851.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…w from this experience, but also some wrong ones. As examples, it is true that capital controls have created a two-tier euro, but very unlikely that Cyprus is exiting EMU. And while it is true that markets deserve arisk premium for policy uncertainty, the size of the premium shou...

e European Utilities
document IMAGES-007-HOUSE_OVERSIGHT_024210.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL e European Utilities We believe European utilities have the potential not only for the strongest outperformance but also for the greatest alpha generation. Since the financial crisis, European utility earnings have declined approximately...

outs is politically untenable. This removes the implicit ‘cover’ that senior bonds holders have enjo
document IMAGES-011-HOUSE_OVERSIGHT_030846.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ecovery Directive (RRD) will be brought forward to 2015 from the current 2018 time-frame. e As such, our colleagues in European Credit have examined the implications of changing recovery rate expectations across the bank capital structure. Assuming that covered bonds remain outs...

The Search for Peace in
document TEXT-001-HOUSE_OVERSIGHT_023133.txt Dec 9, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…une 2000) 1059 UN Security Council Presidential Statement on Israel’s Withdrawal from South Lebanon (18 June 2000) 1070 European Parliament Votes to Suspend Euro-Israeli Association Agreement (10 April 2002) 1072 UN Security Council Resolution 1559 (2004) (2 September 2004) 1075...

The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eed another 1-2 months to see how consumers 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 bond...