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ae — a return to positive EPS growth
document IMAGES-002-HOUSE_OVERSIGHT_014470.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ecasts global GDP growth will be 3.5%, the first materially above trend growth year since 2010. That is significant for European earnings given a reasonably tight relationship to global GDP growth. 3% represents the tipping point around which earnings growth tends to turn positiv...

Eye on the Market | July 25, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025222.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end I have a feeling that revenue increase...

Re: Oil options
email TEXT-001-HOUSE_OVERSIGHT_022260.txt Mar 14, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nse is the Obama 5m of 696m SPR release is to show Merkel and co he will step in. He needs to because there are 8 small European and Baltic countries that rec 70%+ of their gas from Russia. Germany gets 30%. Cross asset correlations outside of the US are increasing past few days...

The Scowcroft Group
email TEXT-001-HOUSE_OVERSIGHT_026827.txt Nov 14, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eirut, and yesterday atrocities in Paris all demonstrate an unexpected level of sophistication and effort. As a result, European countries and the US are likely to see an increase in incidents and threats that harken back to Al Qaeda's early agenda or are comparable to the Black...