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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)

…sten. A few players believe, looking at trade weights of each with US and magnitude of HOUSE OVERSIGHT 023717 sell-off, Asia FX may have more weakness to come than MXN. Will copper/infrastructure rally eventually help Chile? Most macro love NKY, willing to love it more. Bringing...

Cross-asset implications of repatriation
document IMAGES-007-HOUSE_OVERSIGHT_023080.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ate based on the S&P 500’s geographic revenue exposure, the largest proportion could be in Europe, followed by emerging Asia.} This may result in upward pressure on the USD (which they estimate could amount to $250-$400bn if half of all offshore cash, which they estimate at ~$2tn...

states will worry that the United States
document IMAGES-010-HOUSE_OVERSIGHT_029724.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ran goes nuclear, they will want to follow suit. * Kk Americans may be weary of conflict in the Middle East and South Asia, but strategic prudence demands that we contemplate future military interventions in the Central Command theater. A scan of the horizon reveals that both p...

4. Khalid al-Mihdhar and Nawaf al-Hazmi, two of the alleged 9/11 hijackers, whose presence in the
document IMAGES-003-HOUSE_OVERSIGHT_015007.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…med, the alleged “principal architect of the 9/11 attacks.” The establishment claims that the wars fought by America in Asia since 9/11 have been part of a global “war on terror.” But this “war on terror” has been fought in alliance with Saudi Arabia, Qatar, and Pakistan - precis...

November 21, 2011
document TEXT-001-HOUSE_OVERSIGHT_030814.txt Nov 21, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…thirty books and more than three hundred papers on these subjects and has lectured widely in North America, Europe, and Asia. He is also noted by Foreign Policy magazine as #49 on its list of the 100 most influential thinkers in the world. Citations “Energy Myths and Realities”,...

Emerging market bonds
document IMAGES-008-HOUSE_OVERSIGHT_025275.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…egic (1 to 2 years) e EM bonds are attractive for longer-term investors looking for higher yields. e Local markets in Asia offer interesting opportunities for longer-term investors because of a supportive currency outlook. EM sovereigns relatively expensive compared to EM corp...

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document IMAGES-009-HOUSE_OVERSIGHT_028456.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…g Kong clamps down on independence. ","type™:"text"}, {"additions"™: [{"URL":"https://www.nytimes.com/2018/09/24/world/asia/ho ng-kong-party-ban-andy-chan.html?partner=applenewséad keywords=APPLEMOBILE&region=written throughé&asset_id=100000006123279", "range": {"length" 243, "s...

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)

…hort 10Y real rates trades. The former is part of our strategy to be pro-growth and we think it complements our long EM Asia trade being affected differently by USD strength. The hunt for yield is dead, long live the hunt for yield If yields only rise modestly next year then th...

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document IMAGES-009-HOUSE_OVERSIGHT_028457.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tryd€™s most prosperous regions.", "type": "text"}, {("additions": [{"URL":"https://www.nytimes.com/2018/09/24/world /asia/china-vatican-agreement-appoint-catholic-bishops.html ?partner=applenewséad keywords=APPLEMOBILE&region=written throughéasset_id=100000006123279", "range™:...

Article 1. Wall Street Journal
document TEXT-001-HOUSE_OVERSIGHT_023458.txt Apr 16, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…is form of sequencing, in which economic development was promoted before a democratic opening, was the path followed by Asian countries like South Korea and Taiwan, which made democratic transitions in the late 1980s only after they had succeeded in turning themselves into indust...

countries. Like Snowden, she also deemed herself, tongue and cheek, a “super hero.” In this
document IMAGES-005-HOUSE_OVERSIGHT_020209.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…self. He attempted to get a college certificate by enrolling in a summer on-line course at the University of Maryland’s Asia program. But, according to the program’s record, he did not succeed in receiving any credit or a certificate from the on-line University. Finally, in Octo...

Re: Mechanisms for learning
email TEXT-001-HOUSE_OVERSIGHT_025954.txt Jul 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ually independent and anti-authoritarian, which might make them creative and inventive in ways that are hard to find in Asia. At the moment, I think speed/quality of brain development plus motivational system are the key to understanding both mind and individual differences. Impo...

corruption strategies or help in improving the delivery of services that
document IMAGES-007-HOUSE_OVERSIGHT_023481.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…he authoritarian transition was not a universally applicable formula for development. It worked reasonably well in East Asia, where there were a number of figures like Lee Kwan Yew, Park Chung-hee or the Chinese Communist Party leadership, who used their autocratic powers to prom...

5/29/2019 Opinion | Trump Hands China an Easy Win in the Trade War - The New York Times
document IMAGES-012-HOUSE_OVERSIGHT_033365.txt May 29, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…o Chinese economic nationalism. By Kevin Rudd Mr. Rudd, a former prime minister of Australia, is the president of the Asia Society Policy Institute. May 29, 2019 When President Trump tweeted on May 5 that the China trade deal was off, the historical echoes in Beijing were lou...

Saudi Arabia. When Saudi Arabia wanted
document IMAGES-010-HOUSE_OVERSIGHT_029719.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…will throw them under a bus just like they did to Mubarak. * K If the political dynamics in the Middle East and South Asia do not favor further American military intervention in the future, neither do the emerging military trends. The proliferation of supersonic cruise missiles...