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4 Wednesday, September 28, 2016
document TEXT-001-HOUSE_OVERSIGHT_023571.txt Sep 28, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

4 Wednesday, September 28, 2016 CHINA CHINA DAILY» CHINADAILY.COM.CN/NATION Developing nations in Central Asia, Europe, Southeast Asia, Africa and other regions need to have our news perspectives and voices heard.” Wilson Flores, columnist at the Philippine Star newspaper COMMER...

Blanche Lark Christerson
document TEXT-001-HOUSE_OVERSIGHT_019440.txt Sep 30, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2014-01 01/29/14 And the beat goes on… Last fall’s 16-day government shutdown ended with legislation that President Obama signed in the wee hours of October 17 th . Under that legislation, a...

Fwd: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes
email TEXT-001-HOUSE_OVERSIGHT_023635.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Thomas Jr., Landon Sent: 11/14/2016 3:32:12 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HR...

Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes
email TEXT-001-HOUSE_OVERSIGHT_023717.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 11/14/2016 3:34:18 PM To: Thomas Jr., Landon Subject: Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HRC to w...

2017: a good year for domestic demand
document IMAGES-002-HOUSE_OVERSIGHT_014414.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 2014 2015 2016 2017 2018 mama Private demand meee Public demand mmm Net exports ===Real GDP growth %YoY Source: BofA Merrill Lynch forecasts, CAO 1. Consumer comeback Households have been the noticeable laggard in the current recovery and the main reason why Japan’s economy...

Director | Global Equities
document IMAGES-002-HOUSE_OVERSIGHT_014399.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated Japan Investment Strategy Nikkei to 20,000: Inventory cycle upturn — cyclicals; inflation — banks, insurance Investment Strategy 18 November 2016 Key tak...

YoY and card penetration reaching 20%. Importantly, management is utilizing online
document IMAGES-002-HOUSE_OVERSIGHT_014339.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ith these likely take market share away _ offer anything proprietary new players from traditional lenders Source: BofA Merrill Lynch Global Research = Possible tailwind from regulation: Management at Regions noted that while it is still uncertain how the regulatory landscape wi...

Financials trade for Monday
email IMAGES-002-HOUSE_OVERSIGHT_014313.txt Nov 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…go higher, it’s unlikely that they can get back to the peaks... Regards, Amanda Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 HOUSE_OVERSIGHT_014313

Financials: buy XLF call spreads
email IMAGES-001-HOUSE_OVERSIGHT_012045.txt Nov 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park | 5th Floor | New York, NY 10036 ho i Fl From: Ens, Amanda Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffrey E.'; Rich Kahn Subject: Financials: buy XLF call spreads Underwei...

2. From a panel discussion last week
document IMAGES-003-HOUSE_OVERSIGHT_014719.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…higher yields) offers the best risk- reward after recent moves. Regards, Amanda Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 Phone: ii \Vobilc: HOUSE_OVERSIGHT_014719

Trades Gaining Momentum: Finance-Related Assets vs. S&P 500
document IMAGES-001-HOUSE_OVERSIGHT_011279.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d outflow in 3.5 yrs, record EM debt outflow. Regards, Amanda Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One . Park | 5th Floor | New York, NY 10036 Phone: Mobile: This message, and any attachments...

Financials: buy XLF call spreads
email IMAGES-001-HOUSE_OVERSIGHT_011281.txt Nov 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Regards, Amanda Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park | 5th Floor | New York, NY 10036 Phone: Mobil: iii From: Ens, Amanda Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffre...

dependent on what happens with deposit costs. SNV’s current sensitivity analysis
document IMAGES-002-HOUSE_OVERSIGHT_014342.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ncrease the dividend Support faster organic Pursue M&A aggressive on payout growth opportunities buybacks Source: BofA Merrill Lynch Global Research = Management is positive but cautious on online lending partnerships. Investors were also relatively split in how they view SNV’s...