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Morgan Stanley | ®esearcs NORTH AMERICA INSIGHT
document IMAGES-008-HOUSE_OVERSIGHT_025580.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | ®esearcs NORTH AMERICA INSIGHT Brokers & Asset Managers Comps Sheet Exhibit 50: Brokers & Asset Managers Comps Sheet Brokers & Asset Managers 26/Jan/18 EPS As % Dividend Earnings Per Share (EPS) © CAGR (%) Price/Earnings (P/E) EV/ EBITDA of AuM Yield (%) LTM N...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025556.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ed the dividend with a shift in strategy to grow book value. At the time we thought such a change by KKR was a prelude NORTH AMERICA INSIGHT ~~ i. od to converting to a C-corp, as we wrote here. However, the stock has lagged and KKR@limited/token dividend means investors do not...

New Tariffs — Trade War
document IMAGES-009-HOUSE_OVERSIGHT_026887.txt Sep 18, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

New Tariffs — Trade War Robert Lawrence Kuhn, September 18, 2018 CHINA-US TRADE WAR New tariffs will be levied at 5 and 10% GIB NEWS 03:12 ‘Es YEMEN CONFLICT: A MILLION MORE CHILDREN HOUSE_OVERSIGHT_026887

no contradiction. Indeed, China is now experiencing its own cultural
document IMAGES-009-HOUSE_OVERSIGHT_026844.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

no contradiction. Indeed, China is now experiencing its own cultural renaissance, fueled by its new affluence. The duality of the Chinese story is reflected in the West's schizophrenic response to it. The Nixon administration eagerly sought better relations with China under Mao,...

U.S. and China Agree to Pause Trade War
document IMAGES-007-HOUSE_OVERSIGHT_023707.txt Dec 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

U.S. and China Agree to Pause Trade War Robert Lawrence Kuhn, December 3, 2018 SS — ” VE U.S. AND CHINA AGREE TO PAUSE TRADE WAR QUEST MEANS BUSINESS 1 HOUSE_OVERSIGHT_023707

stephenmc RT @RuthLeaEcon: Of course there'd be an EU trade 23 Jun 2016, 195 | NA
document IMAGES-001-HOUSE_OVERSIGHT_011173.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

stephenmc RT @RuthLeaEcon: Of course there'd be an EU trade 23 Jun 2016, 195 | NA manus8 deal if #Brexit. German BDI (CBI) head clear tariffs 01:13 - CEST would damage German jobs. https://t.a€ | PazUtzin RT @thejohnhastings: If anyone is wondering if you do | 23 Jun 2016, 2)NA n...

Table 6: Summary of open trades as of 5-Jun-17
document IMAGES-007-HOUSE_OVERSIGHT_023598.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 6: Summary of open trades as of 5-Jun-17 Trade Description Open Open Date Level Long 1x EEM 3m 97.5% put vs. short ~0.09x units each of 3m 97.5% puts on 15% 0.0% FXI, EWY, EW2Z, EPI, EWT, RSX, EZA, and EWW 7“ “e Buy Tencent Jul1? 250/300 strangle 22-May-17 2.45% Buy A-sha...

We may see some fireworks in US-China relations during the Trump administration
document IMAGES-003-HOUSE_OVERSIGHT_014567.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

We may see some fireworks in US-China relations during the Trump administration. With respect to trade, President-elect Trump can use any one of six US statutes, including the Trading with the Enemy Act of 1917 and the International Emergency Economic Powers Act of 1977, to shif...

We estimate that it is in 3yly, 2y2y and 2y1ly that the selloff would be largest (75-85bp
document IMAGES-003-HOUSE_OVERSIGHT_014759.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

We estimate that it is in 3yly, 2y2y and 2y1ly that the selloff would be largest (75-85bp — see Table 5) were the OIS curve to align with the median dots up to end of 2019. Options are attractive to position for a selloff in those forwards for two main reasons: 1. Volatilities...

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)

Exhibit 91: EM Local Debt Currencies and Developed Market Interest Rates Rising global interest rates would be a headwind to EM local debt. % 1/1/2016 = 100 1.2 Average G3 10-Year Rate 34 EM Local Debt FX (Right, Inverted) 96 1.0 r 98 0.8 00 0.6 02 04 0.4 06 0.2 08 0.0 10 Jan-...

Re: Kuhn - Radical Breakthroughs
email IMAGES-008-HOUSE_OVERSIGHT_026317.txt Aug 22, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Robert Kuhn Sent: 8/23/2018 6:28:45 PM To: jeffrey E. [[email protected]] Subject: Re: Kuhn - Radical Breakthroughs Importance: — High Two short commentaries on our favorite Trade War - CNBC yesterday, Fox Business today. CNBC - August 22, 2018 https://www.cnbc.com/v...

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

Global Asset Allocation 09 November 2012 The J.P. Morgan View Do US elections change anything? � Asset allocation –– The equity market has priced out the Romney win scenario, but from these levels, our economic and market outlook and risks are unchanged. These keep us medium-ter...

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)

defensive dividend stocks to take advantage of the improving cyclical backdrop and rising bond yields. That meant our November screen included a high proportion of Financials. This somewhat remains the case but we note the addition of several industrial companies in our latest sc...

Then there’s Apple. The trade war combined with China’s slowing economy present a
document IMAGES-012-HOUSE_OVERSIGHT_032809.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Then there’s Apple. The trade war combined with China’s slowing economy present a significant short-term threat to the company’s profits. As we note in section 1, smartphone handset sales in China in August were reported at 32.6 million units, a decline of 20.9% year-over-year a...