Full-text search

Results for “Treasury Department”

Search across the indexed text of every released document.

1,235 documents found

Refining the reflation rotation
document IMAGES-002-HOUSE_OVERSIGHT_014461.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…of higher rates — the key is that inflation breakevens are not falling. However, a more aggressive bond sell-off taking Treasury yields to 3% or higher would undermine EM, the growth outlook and risky assets. The rotation out of bond proxies and Defensives into Financials and Cy...

The combination of these factors suggest Japanese equities have further to run. We also
document IMAGES-002-HOUSE_OVERSIGHT_014448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Source: BofA Merrill Lynch Global Research, Bloomberg. Curve movements based on 2yr move and 2510s move (Bloomberg US Treasury yield index), so includes twist movernents, but even if we exclude these implications do not materially change. Bear steepening (2yr + 16bps, 2510s +33...

Unauthorized redistribution of this report is prohibited. This report is intended for amanda.ens@bam
document IMAGES-002-HOUSE_OVERSIGHT_014460.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…th rising rates — the key is that inflation breakevens are not falling. However, a more aggressive bond sell-off taking Treasury yields to 3% or higher would undermine EM, the growth outlook, peripheral spreads and risky assets. Reflation rotation stretched — refining our approa...

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2018-09-03111
document TEXT-001-HOUSE_OVERSIGHT_025734.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d: Yes Is Invitation: No GUID: BFE24638-C2C6-4DF1-9F5C-76F38A3F7694 Message: 1.Defense : Pompeo ; 2.state: Meadows ; 3. treasury : Thornton ; 4. CIA: Cotton ; 5. NSC: Harvey ; 6. UN: Tulsi Gabbard ; 7. DNI: Admiral Harris; 8. Labor : Henry Olson ; 9. HHS: pinkerton ; 10. HUD: McN...

“Why we camp out here? I find that question as mysterious as you
document IMAGES-007-HOUSE_OVERSIGHT_022733.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… that Epstein stops him and checks to see if his next appointment is here. And seconds later, Larry Summers, the former treasury secretary and President of Harvard, enters the dining room. Summers, off Diet Coke, digs deep into the Shakes chocolates, focuses in on the Bitcoin inv...

We do not believe this tightening cycle will lead to a US recession in 2017
document IMAGES-003-HOUSE_OVERSIGHT_014559.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…interest rate hikes, which are clearly in the offing. Interest rates have increased from a low of 1.3% for the 10-year Treasury in July 2016 to 2.4% by year-end. While this increase in interest rates would ordinarily tighten financial conditions, it has been partially offset by...

[email protected]
document IMAGES-009-HOUSE_OVERSIGHT_026830.txt Dec 18, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ade through partnerships (including private equity funds). The PATH Act provides for certain details to be addressed by Treasury Regulations. It appears that the "entities" eligible for the FIRPTA exemption could include a U.S. or foreign "blocker" corporation that is wholly owne...

Drilldown on USA Inc. Financials
document IMAGES-006-HOUSE_OVERSIGHT_021061.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…inus liabilities minus the net present value of unfunded entitlements (such as Social Security and Medicare), data per Treasury Dept.'s “2010 Annual Report on the U.S. Government’, 3) Gordon Adams and Matthew Leatherman, “A Leaner and Meaner National Defense,” Foreign Affairs,...

the late Marilyn Monroe using the telephone in her Hollywood bathroom
document IMAGES-003-HOUSE_OVERSIGHT_015082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…on Johnson's personality innocent boorishness ends and deliberate sadism begins. To have summoned then-Secretary of the Treasury Douglas Dillon for a conference wherein he, the new president, sat defecating as he spoke, might charitably be an example of the former; but to challen...

Abbreviations Glossary
document IMAGES-003-HOUSE_OVERSIGHT_014613.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ings PPI: Producer Price Index PPP: purchasing power parity QE: quantitative easing S&P: Standard and Poor’s TIPS: Treasury Inflation-Protected Securities TOPIX: Tokyo Price Index UK: United Kingdom US: United States VAT: value-added tax YoY: year-over-year HOUSE_OVERSIG...

SPX put contingent on higher rates
email TEXT-001-HOUSE_OVERSIGHT_014310.txt Nov 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ource: BofA Merrill Lynch Global Research. Based on daily data from June 2004 to current 140% 160% Chart 2: Ten-year US Treasury yields see a near record spike after Chart 3: Long Bond futures prices down near record amount the US election (-5%) in the four days since the electio...

US corporate tax reform: have the seeds been
document IMAGES-009-HOUSE_OVERSIGHT_026798.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… bills is what did not happen: The White House remained silent. Payroll Taxes 32% - Could Congress (in league with US Treasury) slip a major corporate tax report into the appropriations bill using the “Reconciliation” process? Source: OMB Deutsche Bank Francis J. Kelly Global...

From: Thomas Jr., Landon
email TEXT-002-HOUSE_OVERSIGHT_032355.txt Nov 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…rey E. <[email protected]> wrote: number? On Thu, Nov 10, 2016 at 11:10 PM, Thomas Jr., Landon 1111.1.wrote: who is treasury secretary? Is Mnuchin a done deal? Seems too obvious. On Thu, Nov 10, 2016 at 4:58 PM, jeffrey E. <[email protected]> wrote: long dow , short yen e...

following up: WA poetry release
email TEXT-001-HOUSE_OVERSIGHT_028957.txt Dec 8, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…hn McCain Mayor Rahm Emanuel Mayor Tom Menino Supreme Court Justice Elena Kagan Sir Mervyn King Former Secretary of the Treasury Larry Summers The conversation would be part of a large multiplatform initiative that Harvard Professor Lisa New has under way to bring poetry into the...

Administration and
document IMAGES-006-HOUSE_OVERSIGHT_022381.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Administration and agenda » directing Treasury to label China a currency manipulator. Consistent with Trump’s desire to change the way business is conducted in Washington, he also pledges to act on his first day in office to: » propose aconstitutional amendment to impose term...