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organic and M&A driven growth opportunities during the next downturn. That said
document IMAGES-002-HOUSE_OVERSIGHT_014338.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ertain rental price activity next year metrics activing and points worsening credit metrics Source: BofA Merrill Lynch Global Research Regions Financial (RF), B-2-7, Neutral Regions harnessing consumer to drive growth: Scott Peters, Senior EVP and Consumer Services Group Head,...

Eye on the Market | August 4, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025230.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…tains substantial option value at times like these. We could have connected the dots more aggressively on our views on Global monetary and fiscal policy weak growth and easy monetary policy, and owned more gold. While %p.a. we have had rising price forecasts for gold and owned i...

EMEA - Telecoms Coverage Cluster
document IMAGES-007-HOUSE_OVERSIGHT_023604.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…an, CFA Deutsche Telekom DTEGY DTEGY US Frederic Boulan, CFA Deutsche Telekom DTEGF DTE GR Frederic Boulan, CFA Liberty Global LBTYA LBTYA US David Wright Orange Belgium MBSRF OBEL BB David Wright SFR Group SA NUMCF SFR FP Frederic Boulan, CFA Swisscom SWZCF SCMN VX Frederic Boul...

Summary of Closed Trades (19-Jun-17)
document IMAGES-003-HOUSE_OVERSIGHT_014994.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…teep term structure Unwind Oct/Jan spread and maintain Nov/Jan spread given clarity around the Italian referendum date Global macro event risk likely to keep V2X supported going into Sep expiry Trade provided hedging benefits during the sudden Sep market shock & has expired Ta...

for survival, for evolution. And it would best be done cooperatively with the nation
document IMAGES-004-HOUSE_OVERSIGHT_018416.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…lenges of distribution nearly guarantee this. Time acts against both the United States and China today. Each depends on global arrangements that are themselves cracking. Each nation needs to adjust her structures for a network world. But these pressures operate severely against C...

Gopichand P. Hinduja
document IMAGES-004-HOUSE_OVERSIGHT_017080.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…, Energy and Agricultural Affairs Senior Vice-President, Sustainability and External Affairs Chief Executive Officer, Global Banking and Markets Executive Vice-President Managing Director, Head of Programming and Global Agenda Councils, World Economic Forum Chairman Chairman...

Volatility in Numbers (05-Aug-16)
document IMAGES-008-HOUSE_OVERSIGHT_025998.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… -0.57% 1.03% 0.29% -1.90% 1.16% 0.35% 1Mth Change 452% 5.12% 3.79% 8.76% 3.13% 6.72% 2.21% Source: BofA Merrill Lynch Global Research Table 10: Statistics on implied, realised, skew and term structure for 3-month and 12-month vols (emerging markets) 3-month {2-month EEM US IB...

Summary of Closed Trades (5-Jun-1 7)
document IMAGES-007-HOUSE_OVERSIGHT_023599.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…teep term structure Unwind Oct/Jan spread and maintain Nov/Jan spread given clarity around the Italian referendum date Global macro event risk likely to keep V2X supported going into Sep expiry Trade provided hedging benefits during the sudden Sep market shock & has expired Ta...

Exhibit 91: EM Local Debt Currencies and
document IMAGES-003-HOUSE_OVERSIGHT_014606.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 91: EM Local Debt Currencies and Developed Market Interest Rates Rising global interest rates would be a headwind to EM local debt. % 1/1/2016 = 100 1.2 Average G3 10-Year Rate 34 EM Local Debt FX (Right, Inverted) 96 1.0 r 98 0.8 00 0.6 02 04 0.4 06 0.2 08 0.0 10 Jan-...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026574.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View [email protected] 09 November 2012 necessarily. Last summer, as equity markets rebounded in June and July, Cyclical sectors actually underperformed. The thin grey line in the top chart shows that Cyclic...

o Capitalizing on Structural Change Timing
document IMAGES-007-HOUSE_OVERSIGHT_024223.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL o Capitalizing on Structural Change Timing Although some of the structural changes discussed earlier happen in days or weeks, e.g. fuel cost passthrough adjustments, others will take years to implement, for example, new capacity payment s...

(BN) Leon Black’s Tax- Overhaul Dilemma Could Alter Wall Street M
email IMAGES-007-HOUSE_OVERSIGHT_023564.txt Dec 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…uestion whose answer will determine how profitable the new U.S. tax regime could make Wall Street firms like his Apollo Global Management LLC. Publicly traded partnerships, such as Apollo, are taxed differently than corporations. So should Apollo take advantage of the overhauled...

Chart 53: Data as % of mobile service revenues Chart 54: Household Broadband penetration
document IMAGES-003-HOUSE_OVERSIGHT_016159.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…0% 50% 0% Pakjsgan 40% 60% 80% Data as % of service revenues Broadband household penetration Source: BofA Merrill Lynch Global Research, Telegeography and company data Source: BofA Merrill Lynch Global Research, Telegeography and company data Private sector participation and inv...

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

…l benefit from continued substitution for other energy sources over the long term. We have examined the dynamics of the global market and the various components of the gas value chain, and identified the areas we see as the most significant beneficiaries currently. These include...

Growing Application For Hemp And CBD Within The Apparel & Footwear
document IMAGES-008-HOUSE_OVERSIGHT_024886.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…venue Streams Expand For Hemp Growers.” We think this compliments the sustainability movement that is gaining ground in global apparel and footwear production and among Millennial and Gen Z consumers. Western Producer quotes Jan Slaski, senior researcher for InnoTech Alberta, tha...