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Brexit Statistics
email TEXT-001-HOUSE_OVERSIGHT_011170.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…/REJECT GRAB YOUR FREEDOM #BREXIT SPREAD THE WORD @FeistyDeanne https… RT @IngrahamAngle: Bono, Beckham & every other global celeb in Britain ag #Brexit. Follow the $> globalization great for them, horrid for… Final #Brexit Appeals Made as Polls Diverge on Referendum’s Eve...

Emerging market bonds
document IMAGES-008-HOUSE_OVERSIGHT_025275.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Emerging market bonds Preference: neutral EMBI Global/CEMBI spread (24 Oct): 281bps / 334bps (last month: 292bps /363bps) UBS View EMBI Global/CEMBI spread target (6-month): 275bps/290bps ¢ Current spread levels of EM sovereign bonds are roughly in line with fundamentals. We th...

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)

…w: Local forces are dominating Sent: 3/29/2013 8:48:11 PM Attachments: JPM_The J.P. Morgan View_2013-03-28_1084792.pdf Global Asset Allocation ________________________________ The J.P. Morgan View: Local forces are dominating <http://emaillink.jpmorgan.com/t/AQ/AAIZ7w/AAQyCQ...

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)

…d Chart 23). On the negative side, aggressive protectionist trade measures, if implemented, would depress US growth and global trade further. If combined with a stronger yen, Japan’s economy would be hit hard. Chart 22: Japan's export exposure (% of total gross and value-added C...

86th year, No. 23811 TUESDAY, DECEMBER 13, 2016 $1
document TEXT-001-HOUSE_OVERSIGHT_014498.txt Dec 13, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…- Canadian ties. He may want to make a grand strategy statement, letting the world know that he is going to shakeup the global status quo. Calls to Taiwan, support for the Philippines President Rodrigo Duterte and meeting with Japan’s Shinzo Abe have already shaken up the foreign...

J.P. Morgan Eye on the Market 2/27/2012: Dire Straits
email TEXT-001-HOUSE_OVERSIGHT_031146.txt Feb 27, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s note deals with oil prices and Iran, but I did want to point out a trend that is illustrative of how things are going globally. One of the strongest aspects of the US recovery has been the rebound in business spending on equipment and software. As highlighted by our friends a...

Al2 Saturday, March 10, 2018
document IMAGES-007-HOUSE_OVERSIGHT_023683.txt Mar 10, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…sitions could be unified by install- ing term limits on the other two). The “newera”, marked by eco- nomic, social and global com- plexities, is said to require firm and consistent leadership, mak- ing moot inner party struggles and even mitigating political gos- sip, facilitati...

rightful=2 Oroad. You ask how? I tell you: the global financial crisis is a challenge we have faced
document IMAGES-008-HOUSE_OVERSIGHT_024946.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

rightful=2 Oroad. You ask how? I tell you: the global financial crisis is a challenge we have faced and surpassed in its most difficult stages. We are insistent on developing the education and obtaining excellence in all our projects and our work, in addition to protecting our fa...

This report may contain a short-term trading idea or recommendation, which highlights a specific nea
document IMAGES-007-HOUSE_OVERSIGHT_023610.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… of any security or financial ins K. regulatory regime, including the Financial Services Scheme, do not a errill Lynch Global Research policies relating to conflicts of interes ‘A Merrill Lynch Global Research, may have issued and may in the future issue trading ideas or recomm...

This is the second time that I have responded to your questions online; the first time was eight yea
document IMAGES-008-HOUSE_OVERSIGHT_024931.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…he UAE continues to lead the Arab world in adoption of information and communication technology according to the annual global infor mation technology report released before yesterday. Little wonder, then, that I get inundated with questions from citizens and media alike. That’s...

Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 [email protected] Local issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a con...

Appendix 2: Global Utility Sector Background
document IMAGES-007-HOUSE_OVERSIGHT_024226.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL Appendix 2: Global Utility Sector Background e =History To gain a deeper appreciation of why the global utility sector is attractive for long/short investing, it is helpful to briefly survey the history of the sector and describe the uti...

o account the specific investment o
document IMAGES-002-HOUSE_OVERSIGHT_014458.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… websites and other portals by BofA review of this research report consti (including any investmen BofA Merrill Lynch Global hould consult their ow ny BofA Merrill Lynch en n public information. Fac pa | ities. None of MLPF&S, any of i Research policy prohibits rese containin...

Chart 27: 3% Global GDP growth the tipping point for EPS
document IMAGES-002-HOUSE_OVERSIGHT_014471.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 27: 3% Global GDP growth the tipping point for EPS Europe trailing EPS growth vs World GDP Chart 28: Synchronised rise in leading indicators globally augurs well for earnings recovery — especially if PMs kick on to or above mid-50s 50% 7% 65 60 40% - ' 0 30% 504 20% : 56...

Explaining our taste for excessive harm
document TEXT-001-HOUSE_OVERSIGHT_012747.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n to death because more humane forms of killing were less effective and enjoyable. These are horrific acts. They abound globally and across the ages. Many scholars have judged them as evil. Despite the pervasiveness of these atrocities, evil is commonly perceived as a defect, an...