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Global economic outlook - Summary
document IMAGES-007-HOUSE_OVERSIGHT_024142.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…2012F =. 2013F Americas US 17 21 2.6 3.1 2.1 V7 Canada 24 Zerik 24 2. eh Bad Brazil 29 2.0 48 65 5.2 65 Asia/Pacific Japan -0.7 2:5 2.0 -0.3 6.2) 05 Australia 2.1 3.2 35 3.4 16 25 China 9.2: 82 85 5.4 3.0 40 India 65 6.0 7.0 7.8 69 7 Europe Eurozone als: -0.4 04 27 Wins: 2....

Table 10: Summary of closed trades as of 19-Jun-17
document IMAGES-003-HOUSE_OVERSIGHT_014995.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nect has launched on 5-Dec-16 Own EFA puts vs ESTX50 puts to benefit from any increase in quantitative failure risk in Japan and post-Brexit uncertainty Low vol, high skew combo makes ESTX40 levered riskies attractive Generate income in range-bound markets, benefiting from hig...

The most influential global bond index is believed to be the Citibank World Government
document IMAGES-003-HOUSE_OVERSIGHT_014765.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…expect China to account for 4.4% of the Citi WGBI index. The biggest losers of market share will be the US, followed by Japan and Europe. Inflows to China could be around $87bn, or 6.5% of its CGB market cap. This would present a very bullish scenario for CGBs, and the curve will...

Buy hedges for May expiry
email TEXT-001-HOUSE_OVERSIGHT_014717.txt Mar 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…(imported goods taxed as a share of total value but domestic goods taxed on only profits) — trade partners like Canada, Japan would take this to the WTO and we would wait 4 years for a verdict o 5% VAT is WTO compliant and has several benefits • VAT levels playing field for US im...

RE: Re
email TEXT-002-HOUSE_OVERSIGHT_032391.txt Dec 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ker, Tom Sent: 12/15/2016 4:07:24 PM To: jeffrey E. [[email protected]] Subject: RE: Re: Importance: High Will call Japan tonite. A tent? Hmmm... I think that is code for 'I love you'. Or, maybe code for 'go pound sand'. Better check your KSA urban dictionary. From: jeffrey E...

I was confident of finally answering that question at the summit. Camp David
document IMAGES-001-HOUSE_OVERSIGHT_011819.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…had one landline. We’d also be operating under a time constraint. President Clinton was due to leave for a G8 summit in Japan on July 19. The gave us barely a week. I did wonder whether that would be enough, even if both sides were committed to reaching a peace agreement. Yet I h...

Luciano E. Joublanc
document IMAGES-004-HOUSE_OVERSIGHT_017082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Member of the Executive Committee and Managing Partner President of Rwanda Minister of Economic and Fiscal Policy of Japan Executive Chairman Global Head, Enterprise Solutions, Infosys Chief Investment Officer, Korea Investment Corporation (KIC), Republic of Korea Editor-a...

e High quality dividend yields (sourced from existing European ®
document IMAGES-007-HOUSE_OVERSIGHT_024141.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ce their Western peers in the years ahead. We have identified companies from a variety of sectors in Europe, the US and Japan which have significant exposure to the rapidly growing emerging regions. We believe a diversified portfolio of these companies will reward investors seeki...

Reagan's second-term innovations on
document IMAGES-010-HOUSE_OVERSIGHT_029824.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…- rate policy, are taking us into uncharted territory. Central banks have tried most every tool to stimulate growth; if Japan is HOUSE_OVERSIGHT_029824

Reference portfolio
document IMAGES-007-HOUSE_OVERSIGHT_024140.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…quities total EUR — ae | UT”t”t~(‘(<(Cséi<‘i;*;é‘CSé@Y!COC;*d?#SC*CO*éirCSCS”~*dY US GBP Eurozone — PY g UK = 2 CHF nr Japan Switzerland = SEK EM imal NOK Other | CAD ee = — Bonds total _— Governmentbordc kla_=_—_____LLLVCVVS dhl lt” Government bonds 3 | AND 5 Corporate bonds (I...

when China’s leadership intervened in the local
document IMAGES-003-HOUSE_OVERSIGHT_014565.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…and has continued to rise. Credit-to-GDP Gap (% of GDP) 50 30 30 High Risk UK Elevated Risk Eurozone 50 US —— Spain Japan China ~————> Russia 70 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015 Data through Q1 2016. Note: Estimates based on series of total credit to the p...

Consequences of Inaction — Investor Perspective
document IMAGES-006-HOUSE_OVERSIGHT_021049.txt Jul 2, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

…- Y/Y Outstanding ($B) Y/Y Total 2009 2005 Change ($B) YIY Total Deficit ($B) Deficit ment Rate (pps) = ON Onahwonhd Japan Italy Greece Belgium France Germany Austria Netherlands Argentina USA Poland Spain Norway Sweden Brazil Switzerland Denmark Turkey Australia Venezuela Ch...

Andrew McMenigall, 47. A senior global equities manager at
document IMAGES-002-HOUSE_OVERSIGHT_013290.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rst president of Target, a U.S. department store chain. Died July 5 of cancer. Masao Yoshida, 58. The plant manager of Japan’s Fukushima nuclear reactor in March 2011, when an earthquake and ensuing tsunami crippled the facility in the worst nuclear disaster since Chernobyl in...