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Note: High China sales basket is aggregated and defined by Goldman Sachs Global Investment Research
document IMAGES-009-HOUSE_OVERSIGHT_026902.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…er risks. The government’s expansive fiscal plan, with a proposed budget deficit of 2.4% of GDP, may be rejected by the European Union commission and result in rating downgrades. While the EU is likely to manage this situation in its usual incremental and reactive way, the possib...

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2018-12-10111
document TEXT-001-HOUSE_OVERSIGHT_027549.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…he right now has the working class behind them on immigration-- macron collapsed tonight , merkle dead -- we win 60% of euro parliament next spring -- salvini calls election the following week -- done done and done Sender: Time: 12/10/18 04:17:26 AM (566137046) Flags: 1052673 Is...

After Words
email TEXT-001-HOUSE_OVERSIGHT_029558.txt Oct 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ITH his panoramic view of world affairs sharper than ever, Paul Keating blames the current global crisis on blunders by European and US leaders and warns that Australia must rediscover the keys to national success. Interviewed in his Sydney office, furnished in a style he calls "...

5/15/2017 6:45:06 AM
email TEXT-001-HOUSE_OVERSIGHT_026086.txt May 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… he said. Al Meahlafi said he visited Brussels for two-days of talks with the Belgian Foreign Minister Didier Reynders, European Commission officials and Members of the European Parliament to explain the situation in Yemen and seek support for the Yemeni government's peace effort...

Message: The right now has the working class behind them on immigration-- macron
document IMAGES-009-HOUSE_OVERSIGHT_027567.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…: The right now has the working class behind them on immigration-- macron collapsed tonight , merkle dead we win 60% of euro parliament next spring -- salvini calls election the following week done done and done Sender: ii Time: 12/10/18 04:17:26 AM (566137046) Flags: 1052673...

CHINA DAILY Tuesday, January 23, 2018
document IMAGES-007-HOUSE_OVERSIGHT_023682.txt Jan 23, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…na Daily nine years ago and is now a senior corre- spondent. He has written more than 150 cover stories for the paper’s Euro- pean Weekly and African Weekly, examining a wide range of issues including the Belt and Road Initiative. The job has provided him with first- hand experi...

From: jeffrey E. [[email protected]]
email TEXT-002-HOUSE_OVERSIGHT_032908.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? On Thu, Nov 10, 201...

Global Cross Asset Strategy —- Year Ahead Bankof America
document IMAGES-002-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… hunt for yield If yields only rise modestly next year then the hunt for yield will live on. We keep a yield basket in European equities, AT1s and spread in Euro/US credit. We go outright long European Healthcare by lifting our Food & Beverage short, which has dropped sharply....

Table 1: Current cross asset trades
document IMAGES-002-HOUSE_OVERSIGHT_014433.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 1: Current cross asset trades Asset Trade idea Strategist Long European Quality Yield Screen (yield) James Barty Long SXDP Index Ronan Carr Equities Long Nikkei Shusuke Yamada Long European index dividend futures James Barty Long MSCI Asia ex-Japan Ajay Kapur Long RTY shor...

8. US Stocks with High China Sales vs. S&P 500
document IMAGES-009-HOUSE_OVERSIGHT_026917.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…er risks. The government’s expansive fiscal plan, with a proposed budget deficit of 2.4% of GDP, may be rejected by the European Union commission and result in rating downgrades. While the EU is likely to manage this situation in its usual incremental and reactive way, the possib...

A decade later, the idea would suddenly resurface. In my first meeting, as a
document IMAGES-001-HOUSE_OVERSIGHT_011478.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tically changed things, it was clear that the real prize — real peace — was still far away. We were in Barcelona, for a Euro-Mediterranean meeting under the auspices of King Juan Carlos, aimed at trying to re-invigorate negotiations. The ceremonial centrepiece of the event was a...

From: jeffrey E. [[email protected]]
email IMAGES-012-HOUSE_OVERSIGHT_032904.txt Nov 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

[email protected]] Sent: 11/10/2016 9:58:12 PM To: Thomas J, .2ndr i Subject: Re: Importance: — High long dow , short yen euro and pound. long reits, On Thu, Nov 10, 2016 at 10:57 PM, Thomas Jr., Lando ri wrote: You called it! How are you positioned re market? On Thu, Nov 10, 20...

Foreign exchange overview
document IMAGES-008-HOUSE_OVERSIGHT_025277.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…gn exchange - Key points ¢ The ECB's announcement of Outright Monetary Transactions (OMT) has reduced tail risk in the Eurozone considerably, while the Federal Reserve announcing a new round of potentially unlimited asset purchases at their September 13 meeting has weakened the...

Sent: 5/15/2017 2:05:53 PM
email TEXT-001-HOUSE_OVERSIGHT_026090.txt May 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… he said. Al Meahlafi said he visited Brussels for two-days of talks with the Belgian Foreign Minister Didier Reynders, European Commission officials and Members of the European Parliament to explain the situation in Yemen and seek support for the Yemeni government's peace effort...

Why Have Cryptocurrencies Rallied So Much? Division
document IMAGES-008-HOUSE_OVERSIGHT_025673.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ied So Much? Division 1. Bitcoin Supply Over Time (Million Tokens) 2. Currency Composition of Bitcoin Purchase Volume Euro = Polish Zloty m British Pound 25 5 100% RUS Dollar m Japanese Yen © South Korean Won m Chinese Renminbi ‘yd |! ' i 90% i "I ia | I i ] PMA ul | a4 80% f...