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Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026577.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] J.P Morgan Global Economic Outlook Summary Real GDP % over a year ago Real GDP % over previous period, saar Consumer prices % over a year ago 2011 2012 2013 1...

6. Interest Rate Risk —-A Common Misperception
document IMAGES-007-HOUSE_OVERSIGHT_024220.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL 6. Interest Rate Risk —-A Common Misperception We find a common misperception among investors to be the degree of interest rate risk in the global utility sector, as interest rate sensitivity has declined steadily since the modern utility...

We estimate that it is in 3yly, 2y2y and 2y1ly that the selloff would be largest (75-85bp
document IMAGES-003-HOUSE_OVERSIGHT_014759.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

We estimate that it is in 3yly, 2y2y and 2y1ly that the selloff would be largest (75-85bp — see Table 5) were the OIS curve to align with the median dots up to end of 2019. Options are attractive to position for a selloff in those forwards for two main reasons: 1. Volatilities...

Chart 16: SAN, BNP, ING, ISP and DBK average 6M ATMf implied vol is
document IMAGES-003-HOUSE_OVERSIGHT_014981.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 16: SAN, BNP, ING, ISP and DBK average 6M ATMf implied vol is Chart 17: Despite the recent drop in realized correlation, implied trading historically low (13" percentile since 2008) correlation is priced near the high end of the reaiised range for the basket of EU banks...

Patrick Bertagna, GTX Corp. - 10/26/2010 - Global Positioning System (GPS) is a
document IMAGES-004-HOUSE_OVERSIGHT_018166.txt Oct 21, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

Patrick Bertagna, GTX Corp. - 10/26/2010 - Global Positioning System (GPS) is a worldwide radio-navigation system formed from the constellation of 24 satellites and their ground stations. The Global Positioning System is mainly funded and controlled by the U.S Department of Defe...

Asian equities (ex-Japan)
document IMAGES-007-HOUSE_OVERSIGHT_024155.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Asian equities (ex-Japan) MSCI Asia ex-Japan (27 June): 469 (last month: 466) UBS View MSCI Asia ex-Japan (6-month target): 515 ¢ The region continued to show high volatility last month, with its P/BV temporarily close to 2008 lows. ¢ Hong Kong and Singapore markets’ domestic fu...

Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026575.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] that outcome. But avoiding the worst case requires a short-term bargain plus a long-term compromise on a scale not seen in Washington since the Clinton- Congressional...

SPX put contingent on higher rates
email TEXT-001-HOUSE_OVERSIGHT_014310.txt Nov 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ens, Amanda Sent: 11/15/2016 2:44:06 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: SPX put contingent on higher rates Attachments: image001.jpg; image002.jpg; image003.jpg; image005.png Importance: High Navigating post-Trump volatility • We are recording...

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2019-05-20\11
document TEXT-001-HOUSE_OVERSIGHT_025452.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2019-05-20\11 on 2019-05-17 at 11.41.39.ichat Service: iMessage Start Time: 05/09/19 05:55:44 PM (579142544) End Time: 05/20/19 07:32:56 PM (580098776) Last Message ID: 29287 Chat Room: Participants: jee, Presen...

With Chinese President Xi calling for a heightened effort to
document IMAGES-001-HOUSE_OVERSIGHT_012087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

With Chinese President Xi calling for a heightened effort to reduce systemic financial risk, regulators have started to tackle the bloated shadow banking system. Since taking office in February, Guo Shuqing, China's top banking regulator—with the nickname “Whirlwind Guo” for his...

were underweight at the start of the year too and missed the lows. We recognized we
document IMAGES-002-HOUSE_OVERSIGHT_014464.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

were underweight at the start of the year too and missed the lows. We recognized we were wrong and closed our underweight and while it took us a while but we eventually managed to go overweight in September. The lesson of that is that themes are great, but when the facts change s...

next century. How might Huang Hua, with his nature-of-the-age consideration of
document IMAGES-004-HOUSE_OVERSIGHT_018410.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

next century. How might Huang Hua, with his nature-of-the-age consideration of strategy have regarded the matter? What does gatekeeping tell us? The dominant view of future relations between Americans and Chinese generally runs along a nervously familiar historical track: An est...