Full-text search

Results for “European Credit”

Search across the indexed text of every released document.

937 documents found

The Scowcroft Group
email IMAGES-009-HOUSE_OVERSIGHT_026827.txt Nov 14, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eirut, and yesterday atrocities in Paris all demonstrate an unexpected level of sophistication and effort. As a result, European countries and the US are likely to see an increase in incidents and threats that harken back to Al Qaeda's early agenda or are comparable to the Black...

Exhibit 91: EM Local Debt Currencies and
document IMAGES-003-HOUSE_OVERSIGHT_014606.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ports from the modest pickup in global growth we expect is likely to be dwarfed by ongoing US trade policy uncertainty, European political risk and China fears. Lastly, an acceleration of recent outflows from EMLD markets could magnify these risks, particularly since 60% of the c...

While we consider demographics as an important long-term
document IMAGES-001-HOUSE_OVERSIGHT_012082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ll market centered in the U.S. may see its next leg driven by its counterparts across the Atlantic. However, we see the European continent energized by the electoral suc- cess of 39-year-old Emmanuel Macron, who not only won the French presidency in May, but also a strong party m...

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

…ut tapering because the ability or willingness to do QE fades would likely cause a setback. Relief or Revolt relates to European politics. Will Europe follow the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Mer...

Table 10: Summary of closed trades as of 19-Jun-17
document IMAGES-003-HOUSE_OVERSIGHT_014996.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…l vs call relative value trade is now riskier given the potential reversal in US reflation trades and the potential for European equities to rally in a French election market-favourable outcome. Unwind the position for the Tencent earnings Option expired; HSCEI was up 5.1% but t...

defensive dividend stocks to take advantage of the improving cyclical backdrop and
document IMAGES-002-HOUSE_OVERSIGHT_014449.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rom our fundamental analysts. The yield on the basket is 5% with an average DPS CAGR of 7% and 1.8x covered. Table 3: European Yield Screen —- December 2016 Sedol BofAML ticker Company name Sector Divi Yield (>4%) DPS 2Y CAGR _Div'd Cover 426330 DNBHF DNB ASA Banks 42 23.9 20...

Eurozone political calendar 2017
document IMAGES-002-HOUSE_OVERSIGHT_014474.txt Mar 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…date only received 18% of the vote. Nevertheless, we see a potential Le Pen win as the biggest political risk event for European (and possibly global) equity markets in 2017. By 22 October 2017: German Federal elections Current Chancellor Angela Merkel has announced that she in...

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

…nse 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%. Cross asset correlations outside of the US are increasing past few days...

clairebotai RT @Spock_Capt: In the Science of Civilizations, Brexit | 23 Jun 2016, 1 | neutral
document IMAGES-001-HOUSE_OVERSIGHT_011175.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

clairebotai RT @Spock_Capt: In the Science of Civilizations, Brexit | 23 Jun 2016, 1 | neutral Is the European Uniona€™s Reckoning 02:20 - CEST https://t.co/HxTKQiV2cw #geek #tech PapaSonsFil | If this storm isn't telling you that Brexit is doomed 23 Jun 2016, | London 0 | negati...

IF Institute of International Finance
document IMAGES-011-HOUSE_OVERSIGHT_031164.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

IF Institute of International Finance ECB European Central Bank EMU European Monetary Union AMT Alternative Minimum Tax A White Castle hamburger is smaller than its competitors’ offerings, measuring 2.5 inches square. The material contained herein is intended as a general mark...

Manfredi Lefebvre d'Ovidio
document IMAGES-004-HOUSE_OVERSIGHT_017087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d Chief Executive Officer Chief Risk Officer President and Chief Executive Officer General Secretary Deputy Chairman, European Cruise Council, and Chairman Head of Marketing Chairman, Federal Trade Commission, USA Partner Chairman of the Executive Board Editorial Director...

ae — a return to positive EPS growth
document IMAGES-002-HOUSE_OVERSIGHT_014470.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ecasts global GDP growth will be 3.5%, the first materially above trend growth year since 2010. That is significant for European earnings given a reasonably tight relationship to global GDP growth. 3% represents the tipping point around which earnings growth tends to turn positiv...

Eye on the Market | July 25, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025222.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end I have a feeling that revenue increase...

Matthew J. Harrington
document IMAGES-004-HOUSE_OVERSIGHT_017079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ermanent Representative of the People's Republic of China Acting Chief Executive Officer Commissioner, Climate Action, European Commission, Brussels Chief Executive Officer Corporate Vice-President; Head, Corporate Communications and Government Affairs Chairman of the Board of...