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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)

…rs, hedge funds. Absolute majority bet on HRC to win, but majority still made good money because Hillary bets worked as Trump trades. Wider, steeper core rates, stronger USD, weaker EM is the Rage. The last one, EM, is the big loser out of Trump Reflation Theme. DM over EM and di...

all fun
email TEXT-001-HOUSE_OVERSIGHT_026451.txt Sep 25, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…@gmail.com] Sent: 9/26/2017 12:23:33 AM To: Darren Indyke Subject: all fun Re: Breaking News: At least six of President Trump's advisers, including Steve Bannon and Reince Priebus, used private email accounts for government business On Mon, Sep 25, 2017 at 8:12 PM, Darren Indyke...

Suddenly, the question of how the president might respond to the attack in Khan
document IMAGES-005-HOUSE_OVERSIGHT_020022.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nt might respond to the attack in Khan Sheikhoun was a litmus test for normality and those who hoped to represent it in Trump’s White House. Here was the kind of dramatic juxtaposition that might make for a vivid and efficient piece of theater: people working in the Trump White H...

»RELATED: The Post’s complete President Trump coverage
document IMAGES-007-HOUSE_OVERSIGHT_022991.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

said. »RELATED: The Post’s complete President Trump coverage While Trump has recently distanced himself from Epstein, a 64-year-old financier, it wasn’t always that way. “I’ve known Jeff for fifteen years. Terrific guy,” Trump said of Epstein during a 2002 interview with New Y...

Department all the way back in 1990 and has been ther ver since, serving as a public
document IMAGES-009-HOUSE_OVERSIGHT_028330.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Style":" anf-cts-1","type":"text"}, {"identifier":" anf-body- 28","layout": "bodyLayout", "role": "body", "text":"After Trump won the presidency, he picked Jeff Sessions to be his attorney general. As a US senator, Sessions was an outsider to the DOJ. So he wanted someone who kne...

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)

Global Cross Asset Strategy —- Year Ahead Bankof America The Trump inflection ape ce Investment Strategy 30 November 2016 Corrected Key takeaways ee « Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. Jam...

Fareed Zakaria: Trump sells America short
email IMAGES-010-HOUSE_OVERSIGHT_029849.txt Sep 17, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…m: Sultan Bin Sulayern Sent: 9/18/2015 5:26:12 AM To: Jeffrey Epstein [[email protected]] Subject: Fareed Zakaria: Trump sells America short Importance: — High Fareed Zakaria: Trump sells America short Dear Donald Trump: China, Japan and Mexico are not “killing us” By Far...

and appreciated. He was the anti-wonk. He was the counterexpert. His was the gut call. He
document IMAGES-005-HOUSE_OVERSIGHT_019919.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…alism controversy broke out about whether these untruths should be called inaccuracies or lies.) In Bannon’s view: (1) Trump was never going to change; (2) trying to get him to change would surely cramp his style; (3) it didn’t matter to Trump supporters; (4) the media wasn’t go...

Trump urges Attorney General Sessions to stop Mueller probe 'right now'
email TEXT-001-HOUSE_OVERSIGHT_026866.txt Jul 30, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Richard Kahn Sent: 8/1/2018 1:34:23 PM To: Jeffrey Epstein [[email protected]] Subject: Trump urges Attorney General Sessions to stop Mueller probe 'right now' Importance: High https://www.cnbc.com/20 1 8/08/0 1 /trump-urges-attorney-general-sessions-to-stop-mueller-pro...

Table 10: Tax impact from taxation of accumulated overseas profits at 10%/8.75% rates (assuming
document IMAGES-007-HOUSE_OVERSIGHT_023079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ing mandatory tax i.e. all overseas profits are taxed) Cash taximpact ($bn) | One-time tax hit to GAAP earnings Sector Trump (10%) Blueprint (8.75%) = Trump (10%) Blueprint (8.75%) Consumer Discretionary 15 65 15 6.5 Consumer Staples 68 59 68 5.9 Energy 3.9 34 3.9 3.4 Health Car...

From: jeffrey E. [[email protected]]
email TEXT-001-HOUSE_OVERSIGHT_031640.txt Nov 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ast report, analyzed data was of 3 days in which Clinton got a positive spike after she got clearance from FBI. However Trump dominated the social media positively if we analyze one week data before starting time of election, monthly data and entire data which we have gathered fo...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…maillink.jpmorgan.com/t/AQ/AAIZ7w/AAQyCQ/O-f0Qw/EO8/Okw/AQ/tF4Q> * Asset allocation –– Local risks and opportunities trump global forces in driving investment opportunities. Cross-market correlations to remain much lower than in recent years. * Economics –– US activity data...

Sent: 11/11/2016 5:21:53 AM
email IMAGES-011-HOUSE_OVERSIGHT_031518.txt Nov 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ast report, analyzed data was of 3 days in which Clinton got a positive spike after she got clearance from FBI. However Trump dominated the social media positively if we analyze one week data before starting time of election, monthly data and entire data which we have gathered fo...

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

…iew that there is euphoria in the market. With real yields at -30bp, the fixed income market is pricing in pessimism on Trump (and as I’ve mentioned, our colleagues in fixed income/FX and their clients have been quite a bit more bearish than those in equities.) ° Believes there...