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Higher yields leading to bank, insurance outperformance
document IMAGES-002-HOUSE_OVERSIGHT_014427.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n. The Bo) now intends to prevent the yield curve from flattening excessively. While higher foreign yields may not lift yen rates as the Bo) controls the 10-year sector, reflationary environment outside Japan at least reduces the risk of a deeper cut at home. Outperformance of Ja...

ExP•sso vossis 27 DE SEPnExteslE DE 2013
document TEXT-001-HOUSE_OVERSIGHT_026520.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…do honorario en Middlesex University en Dubai. ParticIpa acturdmente en Seven Tides International, (flyers& inmobiatia) yen Development Company en Dubak,EI 30 de mayo de 20074e convirdO en el presidente de DP World. Fue SI pdmer presidents del goOlerno de Dubai Jebel Ali Free Zon...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…oval rating are steadily raising the chance of success. We stay overweight Japanese equities and grow wary of the short yen trade, as capital inflows and rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week’s BoJ meeting, led by new...

From: jeffrey E. [[email protected]]
email IMAGES-012-HOUSE_OVERSIGHT_032904.txt Nov 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

[email protected]] Sent: 11/10/2016 9:58:12 PM To: Thomas J, .2ndr i Subject: Re: Importance: — High long dow , short yen euro and pound. long reits, On Thu, Nov 10, 2016 at 10:57 PM, Thomas Jr., Lando ri wrote: You called it! How are you positioned re market? On Thu, Nov 10...

Storage and Traseription, tne
document IMAGES-002-HOUSE_OVERSIGHT_012530.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…onsensual, SAV TL TOSENN BT aiTG he Ae EPO TE Hane Pe We eee Ur TN EC ARNTRE ET CRT NY CTE PY 2 TS Ae OTN EE LYASE TLE YEN or Teale ECO eee HOUSE_OVERSIGHT_012530

Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up
document IMAGES-002-HOUSE_OVERSIGHT_014425.txt Feb 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… months ago (USD/JPY’s downside risk to 110 — sell on rally 10 February 2016). First, CFTC speculative position remains yen long though short-term traders are probably positioned for the upside already (Chart 3). Second, we believe domestic activity to raise hedge ratio has run i...

Why Have Cryptocurrencies Rallied So Much? Division
document IMAGES-008-HOUSE_OVERSIGHT_025673.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…. Currency Composition of Bitcoin Purchase Volume Euro = Polish Zloty m British Pound 25 5 100% RUS Dollar m Japanese Yen © South Korean Won m Chinese Renminbi ‘yd |! ' i 90% i "I ia | I i ] PMA ul | a4 80% f A Current Supply ans = 45 - = 60% 2 2 5 50% - ” i= o 40% 2 i) 30% 5 4...