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

…this week, providing support for our view that Chinese economic growth has bottomed and will rebound through next year. China’s slowing activity growth has been a major drag on commodities over the last few years and the improving economy is what makes us long base metals. The e...

when it would no longer be the number one power in the world. In his
document IMAGES-004-HOUSE_OVERSIGHT_018213.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ber two faster than anyone has anticipated. According to the most recent International Monetary Fund (IMF) projections, China will have larger share of global GDP than the United States by 2017. In 1980, in PPP terms, the US share of the global economy was 25 percent, while China...

population” at a time when China and the
document IMAGES-010-HOUSE_OVERSIGHT_029799.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

population” at a time when China and the broad industrialized world is aging. According to Tharoor, the average age in China today is around 38, whereas in India it’s around 28. In 20 years, that gap will be much larger. So this could be a huge demographic dividend — “provided th...

To compare the United States’ performance and leadership to Mexico’s, Japan’s and China’s is particu
document IMAGES-012-HOUSE_OVERSIGHT_033483.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

To compare the United States’ performance and leadership to Mexico’s, Japan’s and China’s is particularly ill-timed. Trump might be stuck in a 1980s time warp on Japan. When his “The Art of the Deal” was published in 1987, Americans were envious of Japan’s brilliant leaders, who...

Radical Breakthroughs - Kuhn
email IMAGES-012-HOUSE_OVERSIGHT_033252.txt Sep 25, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…4 AM To: jeffrey E. [[email protected]] Subject: Radical Breakthroughs - Kuhn Attachments: BBC World News - Kuhn - China, North Korea Bomb, BRICS Summit - 09_03_17.pdf; Untitled attachment 485043.htm; BBC World News - Kuhn - Mynamar Rohingya Refugees - China-Mynamar - 09_14...

Kuhn - Radical Breakthroughs
email IMAGES-010-HOUSE_OVERSIGHT_029174.txt Aug 19, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…8 3:53:57 AM To: jeffrey E. [[email protected]] Subject: Kuhn - Radical Breakthroughs Attachments: CNN - Kuhn - US-China Tariffs, Trade War - CNN Today - 8.2.2018.pdf; Untitled attachment 200384.htm Importance: — High Jeffrey: How’s all in our crazy world? I’m in NY unti...

Volatility in Asia
document IMAGES-003-HOUSE_OVERSIGHT_014987.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…hadow banking has become too big, too complicated, and too levered to easily regulate—even at the highest quality bank, China Merchants, off-balance sheet wealth management products (WMP) have grown to 40% the size of on-balance sheet assets from just 18% two years ago, and (3) e...

Key financial market driver 3 - China growth outlook
document IMAGES-007-HOUSE_OVERSIGHT_024145.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Key financial market driver 3 - China growth outlook Key questions e When will the economy bottom out? e What economic policy responses can we expect to support the economy ahead? e How significant is the contagion risk from a possible downturn in the Eurozone? ClO View (Pro...

That Friday morning, he came down from the residence into the
document IMAGES-006-HOUSE_OVERSIGHT_021138.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e world back fron its postmodern anomie and restore something like the homogenized an: neighborly embrace of 1962. And China! And the coming Gétterdammerung! To Bannon, thi was way-of-life stuff. China was the Russia of 1962—but smarter, mor tenacious, and more threatening. Amer...

Text 001 House Oversight 028375
document TEXT-001-HOUSE_OVERSIGHT_028375.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…devaluation, as it is called, has been of particular concern to Mr. Trump, who has accused other trading partners, like China and the European Union, of trying to weaken their currencies so that Americans using the United States dollar can buy more of their products.","type":"tex...

Mark Landler and David E. Germany, Japan, the United
document IMAGES-003-HOUSE_OVERSIGHT_014616.txt Dec 2, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Sanger, “Trump Speaks with States and the United Kingdom Taiwan's Leader, an Affront 0 depreciate the US dollar in to China,” New York Times, relation to the Japanese yen December 2, 2016. and German Deutsche Mark by intervening in currency markets. Source: Jeffrey Frankel, “T...

Time: 08/29/18 04:45:04 PM (557279104)
document IMAGES-008-HOUSE_OVERSIGHT_025749.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ags: 1085445 Is Read: No Is Invitation: No GUID: 29B269E2-896C-492D-A fy (EB- 6D6CBO6OF6E968 Message: Spoke to my china guys , they said china stronger , plays weakened. Strife art of war etc. Said all the players are xi loyalists. Main complaint is there is no counterpa...

adversary services, which also had the home court advantage, from stepping in. He also gave
document IMAGES-005-HOUSE_OVERSIGHT_020337.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rsaries an ample, if not wholly irresistible reason, to enter the game by saying that he had access to NSA’s sources in China. How could they resist such a prize? As confidant as Snowden may have been that he was in control, the CIA believed that confidence was misinformed. CIA...

Spare capacity (Iraq is trying to develop same); 4. Who has strategic influence over
document IMAGES-008-HOUSE_OVERSIGHT_025809.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…il and global GDP are connected. In some ways, our energy policy may become more difficult. One big question is whether China will continue their policy of non-intervention in internal affairs of other countries (e.g. KSA goes Islamic). KSA’s response to Arab Spring was to double...

In which the immortal problems of power are discussed, and the possibility of anew
document IMAGES-004-HOUSE_OVERSIGHT_018237.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…and traced a route along the Huang Pu river, as he headed out towards E’Mei Shan several thousand miles away in Western China. E’Mei Shan - Eyebrow Mountain - was and is one of the holiest Buddhist sites in China. Nan was an unusual young man. At fifteen, he had won a national s...