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The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ver senior bank bonds and subordinated vs senior bank bonds in the core. e Currencies — Cyprus to have minimal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. e Commodities — Stay long Brent and short gasoline. e US stocks continue...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

… senior bank bonds and subordinated vs senior bank bonds in the core. * Currencies –– Cyprus to have minimal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. * Commodities –– Stay long Brent and short gasoline. * US stocks cont...

The J.P. Morgan View
document IMAGES-011-HOUSE_OVERSIGHT_030848.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…over senior bank bonds and subordinated vs senior bank bonds in the core e Currencies — Cyprus to have minimal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. e Commodities — Stay long Brent and short gasoline. e US stocks continue...

$ information “fy linguistic
document IMAGES-006-HOUSE_OVERSIGHT_021312.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… about as “meaning” and that understanding the meaning of language may depend on understanding the social and emotional impact of language. In this chapter, the idea of the impact of language at a distance is explored. Page | 66 Language is one of the most important ways in whi...

rc errti—“(iCssssi‘CSCSOCO LUDO
document IMAGES-002-HOUSE_OVERSIGHT_014317.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ed with potential regulatory relief has helped improve the overall sentiment in the sector. When asked what the biggest impact of the GOP sweep would likely be to bank earnings, 35% noted tax cuts and infrastructure spurring growth as the biggest impact. Chart 3: What do you thi...

The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ver senior bank bonds and subordinated vs senior bank bonds in the core. e Currencies — Cyprus to have minimal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. e Commodities — Stay long Brent and short gasoline. e US stocks continue...

profile investment outlook. Upside risks to our thesis could stem from more favorable
document IMAGES-003-HOUSE_OVERSIGHT_014637.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… factor. 2) Given that business jets are priced in dollars, an unexpected devaluation in the dollar could significantly impact order activity, 3) We are forecasting a declining defense budget, which would then place a cap on the top-line growth for the defense primes. We view the...

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)

… senior bank bonds and subordinated vs senior bank bonds in the core. * Currencies –– Cyprus to have minimal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. * Commodities –– Stay long Brent and short gasoline. * US stocks cont...

year from the median calculation. For companies with normalized tax rates of more than
document IMAGES-007-HOUSE_OVERSIGHT_023093.txt Jan 29, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

year from the median calculation. For companies with normalized tax rates of more than 75%, we assume 35%. The impact of a lower corporate tax rate on company earnings is directly proportional to the difference between the current domestic tax rate and the proposed tax rate. The...

Case 9:08-cv-80736-KAM Document 85-1 Entered on FLSD Docket 06/17/2011 Page 1 of 4
document TEXT-001-HOUSE_OVERSIGHT_012718.txt Jun 8, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ies have been providing more and more rules, have put out more and more regulations, and are having a bigger and bigger impact. An example of an independent agency would be the SEC, the Securities and Exchange Commission, or the CFTC, which is the Commodity Futures Trading Commis...

There may be significant delays in obtaining reimbursement for newly approved drugs, and
document IMAGES-007-HOUSE_OVERSIGHT_024071.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ffect the performance of the Fund. Political Risk; Current and Future Healthcare Reforms Political events can have an impact on pharmaceutical and biotechnology companies. There can be no guarantee that government's role in the healthcare industry will not adversely impact the...

demand. Our US economics team expects the stimulus to boost growth in H2 CY17 and
document IMAGES-002-HOUSE_OVERSIGHT_014418.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ction of modest protectionist measures means that the boost to global trade will essentially be zero. Table 1 shows the impact on growth under two scenarios, based on different assumptions for global trade and FX. Under the upside case, Japan’s GDP could rebound towards 2%, as th...

prescription drug costs during the temporary “gap” from Medicare coverage until their
document IMAGES-007-HOUSE_OVERSIGHT_024072.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ital available to participate in subsequent rounds of financing, failure to participate may have a significant negative impact on the portfolio company as well as the value of the Fund’s investment. Economic and Market Risk Companies in which the Fund invests may be sensitive t...

How Come This Book?
document TEXT-001-HOUSE_OVERSIGHT_010912.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ree major surprises promised in my title. Recovery of human depreciation in pay changes a lot of equations. It does not impact public policy and tax laws as radically as free growth theory, but I will argue that it impacts them enough. Even if it didn’t, it is probably the most s...

ONE DOLLAR -- '�-=-----o..� vv.virginislandsdailynevvs.com
document TEXT-001-HOUSE_OVERSIGHT_021718.txt Jul 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

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