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Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ng fiscal cliff risks, Asian equities are benefiting from concrete signs that economic activity is rebounding in China. European equities are benefiting from greater improvement in financial conditions, although they are more vulnerable to noise around the Greek and Spanish issue...

Re: Fw
email TEXT-001-HOUSE_OVERSIGHT_019312.txt Jul 23, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…erry by AT&T From: Benjamin Harnwell < Date: Sun, 22 Jul 2018 22:01:54 +0200 To: Steve Bannon< Subj ect: Re: Bannon the European: He's opening the populist fort in Brussels The former Trump strategist arrives in Europe with "The Movement". Objective: an alliance between right-win...

From: Steve Bannon
email TEXT-001-HOUSE_OVERSIGHT_019302.txt Jul 22, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…kBerry by AT&T From: Benjamin Harnwell Date: Sun, 22 Jul 2018 22:01:54 +0200 To: Steve Bannon<_ Subject: Re: Bannon the European: He's opening the populist fort in Brussels The former Trump strategist arrives in Europe with "The Movement". Objective: an alliance between right-win...

Re: Fw
email TEXT-001-HOUSE_OVERSIGHT_019316.txt Jul 23, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…kBerry by AT&T From: Benjamin Harnwell Date: Sun, 22 Jul 2018 22:01:54 +0200 To: Steve Bannon<> Subject: Re: Bannon the European: He's opening the populist fort in Brussels The former Trump strategist arrives in Europe with "The Movement". Objective: an alliance between right-win...

Re: Fw
email IMAGES-005-HOUSE_OVERSIGHT_019339.txt Jul 23, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e: Sent via BlackBerry by AT&T From: Benjamin Harwell Date: Sun, 22 Jul 2018 22:01:54 +0200 Subject: Re: Bannon the European: He’s opening the populist fort in Brussels The former Trump strategist arrives in Europe with "The Movement". Objective: an alliance between right-wi...

further rate cuts and lowered the deposit rate to
document IMAGES-003-HOUSE_OVERSIGHT_014605.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… However, monetary policy does not operate in a vacuum. With negative interest rates impairing the profitability of the European banking system, the ECB has already begun to alter its policy mix. At its December 2016 meeting, the ECB reversed the increase in asset purchases menti...

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)

…als. Credit * The news flow from the Cypriot bailout continued to push spreads wider and vol higher this week, with European Financials underperforming as creditor bail-in risks returned to the forefront. iTraxx senior and subordinated financials indices widened 20bp as inves...

Recent bank stress tests conducted by the EU concluded that only Eur 2.5 billion of capital needs to
document IMAGES-008-HOUSE_OVERSIGHT_025219.txt Jun 30, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ion sounds more reasonable to us). And in the package announced last week, the following Orwellian clause indicates how European policymakers feel about rating agencies these days: Point 15. We agree that reliance on external credit ratings in the EU regulatory framework should...

Recent bank stress tests conducted by the EU concluded that only Eur 2.5 billion of capital needs to
document IMAGES-011-HOUSE_OVERSIGHT_031163.txt Jun 30, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ion sounds more reasonable to us). And in the package announced last week, the following Orwellian clause indicates how European policymakers feel about rating agencies these days: Point 15. We agree that reliance on external credit ratings in the EU regulatory framework should...

Politics — populism in the Eurozone?
document IMAGES-002-HOUSE_OVERSIGHT_014475.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ve not been rising in the increasingly globalised world. The crucial question for investors as we enter a busy year for European politics (see table opposite} is whether the populism train will gather pace or terminate at the Eurozone. Italy risks elevated, but risks two way and...

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...

make some inroads into the mainstream German press. China Daily’s advertisement
document IMAGES-006-HOUSE_OVERSIGHT_020623.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nd the EU Commission on ways to establish stricter investment screening procedures and to push for more reciprocity for European firms in China. In April 2018, the second chamber of the German parliament (representing the federal states) passed a resolution to lower the threshold...

Exhibit 24: US Real GDP During the Longest Post-WWII Recoveries
document IMAGES-003-HOUSE_OVERSIGHT_014561.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ly, France, the Netherlands, Germany and Austria. The common themes among populists have been anti-immigration and anti-European Union. Outside the Eurozone, the 2016 Brexit vote in Great Britain has been interpreted as a populist vote against immigration from Eastern Europe, th...