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

…se is that centre right President is elected in France (with Francois Fillon now the official Republican candidate) and Merkel is returned at the head of a coalition government in Germany. Chart 19: German polls show a consistent lead for Merkel’s CDU party 40 35 30 25 20 15 10 5...

mission acomplished for some
email IMAGES-006-HOUSE_OVERSIGHT_022344.txt Jan 13, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n 16th place. David Cameron received the “most admired” accolade from only two people in a thousand. In Germany, Angela Merkel scored 65 times higher at 13 per cent, second only to the Pope. Vladimir Putin topped the Russian poll with a whopping 24 per cent, Nicolas Sarkozy was t...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_022272.txt Mar 13, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

… notch. Russia follows with more threats of counter- sanctions. My sense is the Obama 5m of 696m SPR release is to show Merkel and co he will step in. He needs to because there are 8 small European and Baltic countries that rec 70%+ of their gas from Russia. Germany gets 30%. Cro...

Russian authorities. On Sept. 23, 2013, Mr. Kucherena gave a long interview to Sophie
document IMAGES-005-HOUSE_OVERSIGHT_019209.txt Sep 23, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ists in Hong Kong—such as the embarrassing revelation about the NSA targeting the cellphone of German Chancellor Angela Merkel—continued to surface after Mr. Snowden arrived in Moscow, along with NSA documents released via WikiLeaks. As this was a critical discrepancy in Mr. Sno...

Refining the reflation rotation
document IMAGES-002-HOUSE_OVERSIGHT_014461.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Merkel duo being in charge of the Euro area’s two largest economies. We think investors will demand a higher risk premium until the French Elections in May 2017...

On today's financial market developments
email IMAGES-008-HOUSE_OVERSIGHT_025226.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…anarchy (that view turned out to be wrong). Anyone market-weight European risk out of the expectation that “Trichet and Merkel will fix surely it” is taking a binary risk that impossible to handicap. Similarly, we should not start buying anything just because we think Qe3 is comi...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024197.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ependence Day Il; Is Germany making an impetuous mad dash into renewable energy? In the wake of Fukushima, Chancellor Merkel announced a plan to accelerate the closure of coal and nuclear power plants, with the goal of relying more on renewable energy to fill the gap. Germany i...

Re: Oil options [C]
email IMAGES-006-HOUSE_OVERSIGHT_022346.txt Mar 14, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…a notch. Russia follows with more threats of counter-sanctions. My sense is the Obama 5m of 696m SPR release is to show Merkel and co he will step in. He needs to because there are 8 small European and Baltic countries that rec 70%+ of their gas from Russia. Germany gets 30%. Cr...

right camps. So far, Macron has fostered a good rapport with
document IMAGES-001-HOUSE_OVERSIGHT_012083.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Sa 0-4 eee 6% 4% 2% 0% 2% 4% 6% right camps. So far, Macron has fostered a good rapport with German Chancellor Angela Merkel, whom we expect to be re- elected in September. The political risk in continental Europe is now centered in Italy, but we were encouraged that its far- l...