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CIO WM Global Investment Office
document TEXT-001-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

CIO WM Global Investment Office CIO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended November 2012 Published 25 October 2012 This report has been prepared by UBS AG. Please see important disclaimers and disc...

Trump’s effect on MXN
document TEXT-001-HOUSE_OVERSIGHT_010609.txt Sep 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Liquid Insight Trump’s effect on MXN 22 September 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • We provide an empirical analysis of Donald Trump's potential effects on the Mexican peso • Our analysi...

Important Disclosures
document IMAGES-007-HOUSE_OVERSIGHT_023094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from investmen...

Japan Macro Watch
document TEXT-001-HOUSE_OVERSIGHT_014424.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 14 November 2016 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” this autumn on the BoJ's limit and US elections, it has been our view that the USD/JPY’s dips...

USDJPY testing 110. Buy Japan upside
email TEXT-001-HOUSE_OVERSIGHT_014397.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ens, Amanda [ Sent: 11/17/2016 8:55:12 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: USDJPY testing 110. Buy Japan upside Attachments: image001.png; image002.png; image003.png; image004.jpg; image005.jpg; image006.jpg; image007.jpg; image008.png; image009...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_028933.txt Sep 10, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…or sending. A wide area of agreement, but not total. On confronting dogma, I of course agree — though in my opinion the secular religions — nationalist fanaticism, etc. — are much more dangerous. And if some find rational discussion offensive — as, for example, mainstream academi...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_025636.txt Sep 18, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…or sending. A wide area of agreement, but not total. On confronting dogma, I of course agree — though in my opinion the secular religions — nationalist fanaticism, etc. — are much more dangerous. And if some find rational discussion offensive — as, for example, mainstream academi...

Re: an article you may both hate. or like
email IMAGES-010-HOUSE_OVERSIGHT_028939.txt Sep 10, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…r sending. A wide area of agreement, but not total. On confronting dogma, | of course agree — though in my opinion the secular religions — nationalist fanaticism, etc. — are much more dangerous. And if some find rational discussion offensive — as, for example, mainstream academi...

an article you may both hate. or like
email IMAGES-008-HOUSE_OVERSIGHT_025637.txt Sep 10, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…r sending. A wide area of agreement, but not total. On confronting dogma, | of course agree — though in my opinion the secular religions — nationalist fanaticism, etc. — are much more dangerous. And if some find rational discussion offensive — as, for example, mainstream academi...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_025651.txt Sep 18, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…or sending. A wide area of agreement, but not total. On confronting dogma, I of course agree — though in my opinion the secular religions — nationalist fanaticism, etc. — are much more dangerous. And if some find rational discussion offensive — as, for example, mainstream academi...

Exhibit 12: US Labor Productivity Growth
document IMAGES-003-HOUSE_OVERSIGHT_014547.txt Jun 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ent low productivity growth rates do not portend low growth rates going forward. Just as Hansen was proven wrong on his secular stagnation theory and Krugman was proven wrong on his diminished expectations for the US economy (and they were both influenced by their pessimistic vie...

pulled me out from under the humongous vehicle. Fortunately, the new shoes saved my foot from
document IMAGES-004-HOUSE_OVERSIGHT_017110.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ending at about 1PM to allow us to prepare for the Sabbath. And Sunday was also a half day, though this compromise with secularism engendered grumbling from some of the old fashioned rabbis, who wanted us to spend the entire Christian day of rest in class. Mornings were generall...

Re: an article you may both hate. or like
email IMAGES-010-HOUSE_OVERSIGHT_029234.txt Sep 10, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…r sending. A wide area of agreement, but not total. On confronting dogma, | of course agree — though in my opinion the secular religions — nationalist fanaticism, etc. — are much more dangerous. And if some find rational discussion offensive — as, for example, mainstream academi...

Re: an article you may both hate. or like
email TEXT-001-HOUSE_OVERSIGHT_028939.txt Sep 10, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…or sending. A wide area of agreement, but not total. On confronting dogma, I of course agree — though in my opinion the secular religions — nationalist fanaticism, etc. — are much more dangerous. And if some find rational discussion offensive — as, for example, mainstream academi...

Re: an article you may both hate. or like
email TEXT-001-HOUSE_OVERSIGHT_025639.txt Sep 18, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…or sending. A wide area of agreement, but not total. On confronting dogma, I of course agree — though in my opinion the secular religions — nationalist fanaticism, etc. — are much more dangerous. And if some find rational discussion offensive — as, for example, mainstream academi...