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Keating says: "China must shift the basis of growth from net exports and investment to
document IMAGES-010-HOUSE_OVERSIGHT_029677.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e this? Probably. Will there be strains along the way? There have to be." Unlike many Australian leaders, Keating is a Europhile. "I think the European project is the most significant project since the second world war," he says. But he sees two huge blunders made in Europe. Fr...

though stating what should have been perfectly obvious, “is the biggest
document IMAGES-007-HOUSE_OVERSIGHT_022960.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…oo, that he is right. Since I began working on this piece in September, Epstein predictions about the price of oil, the Euro, and the Danish Krone have all born out. And something else, which perhaps also surely accounts for Epstein’s continuing relationships with the rich and p...

through Russian television stations. On a daily basis
document IMAGES-005-HOUSE_OVERSIGHT_019283.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ian propaganda, which depicts the Estonian political leadership as hostile to Russians and as members of a cosmopolitan European elite that promotes sexual degeneracy and cultural radicalism. Moscow also tries to create distrust of the Baltic states among their NATO allies by dep...

As The European Economic Crisis Has Worsened
document As the European economic crisis has worsened House Oversight Committee — Epstein Estate Records (Nov 2025)

…e common currency. ""Ultimately what they are going to need is a firewall that sends a clear signal we stand behind the European project and we stand behind the euro

That Means Several Things. European Integration Is On Hold
document That means several things. European integration is on hold House Oversight Committee — Epstein Estate Records (Nov 2025)

and as long it’s on hold the future of the euro is at risk. The German-French alliance will remain under strain. Obama should look to Sarkozy

Chart 1: Synchronised rise in leading indicators globally augurs well for
document IMAGES-002-HOUSE_OVERSIGHT_014462.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…earnings recovery — especially if PMIs kick on to or above mid-50s 65 60 60 40 55 20 50 0 45 40 20 35 ; 40 —— (SM / Euro PMI manuf alg (advanced 9m) 30 =———=|\iSCI Europe EPS € (trailing yoy, R 60 01/98 «= 01/01 0104 01/07 O10 O13 O16 Source: BofA Merrill Lynch Global Rese...

elephant in his living room—that is, the e/ephant in the
document IMAGES-007-HOUSE_OVERSIGHT_022877.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…be right. Since I began working on this piece in September, Epstein predictions about the price of oil, yen, ruble, and euro have all born out. If I had invested $100,000 the way Epstein said I should in early September, by the end of January I would have made $2.4 million. (Alas...

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

…risk. Obama’s win makes it more likely that this risk will intensify into year-end. Across regions we favor EM Asia and Europe vs. the US. While the US is facing fiscal cliffrisks, Asian equities are benefiting from concrete signs that economic activity is rebounding in China. Eu...

From: Thomas Jr., Landon
email TEXT-002-HOUSE_OVERSIGHT_032344.txt Nov 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eal? Seems too obvious. On Thu, Nov 10, 2016 at 4:58 PM, jeffrey E. <[email protected]> wrote: long dow , short yen euro and pound. long reits, On Thu, Nov 10, 2016 at 10:57 PM, Thomas Jr., Landon_______________________wrote: You called it! How are you positioned re market? O...

stefanmsch | RT @BoeckingD: Remain or leave? In UBahnWaggon 23 Jun 2016, | 38.4466 12 | positive
document IMAGES-001-HOUSE_OVERSIGHT_011212.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s and we have to prepare. My video: 09:47 - CEST | bed, https://t.co/2srq39cOLw https:a€ | tweetin 8 andyknox2 RT @V_of_Europe: Cameron redfaced after German 23 Jun 2016, | uk 267 | neutral official says Brussels WILL trade with Britain after 09:47 - CEST Brexit #iVoted https://t...

RE: Press: LA Times - Federal jury decides Middle East bank did not defraud Orange County
email IMAGES-001-HOUSE_OVERSIGHT_012041.txt Aug 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…er, Danicl (CC) <>, Viohcbbi, Ni >, Ruemmler, Kathy (DC) < >> Cc: #L&W BD PR (US) <_< mailto:# >, Wine, Jamie OY) <>. euro, Nicole (NY) a >>, Harris, Nicole (CH) | oo cies waa E>, Bauer, Steve (SF-BR) <->. M0072, Wendy (OC) a >, Jennings, Alex (LA) < >, Robins, Greg (LA) a...

Politics — populism in the Eurozone?
document IMAGES-002-HOUSE_OVERSIGHT_014475.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Politics — populism in the Eurozone? Few predicted that the UK would vote to leave the EU and Donald Trump would win the US presidential election in 2016, least of all pollsters (and many in markets). As Michael Hartnett argues, the rise of populism can be linked to what he refe...

Cheapest tail-risk Hedges
document IMAGES-003-HOUSE_OVERSIGHT_014772.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…onal implications. We highlight four such opportunities in this section, specifically: 1) US deregulation; 2) return of Euro zone risk premia; 3) China- linked commodity prices weakening sharply; and 4) Japan’s yield curve targeting triggering a steeper curve and volatility incre...