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Cuba trip
email IMAGES-012-HOUSE_OVERSIGHT_033489.txt Jan 11, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… This is a self-authorization form for the aircraft and should be kept on file after the trip in case the Department of Treasury asks for it in the future. 2. we will also need the “Passenger Certification" form for each passenger on board. They will need to advise purpose of tr...

Top 10 US Ideas Quarterly
document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…rs delivering an additional 600k b/d of cuts – the first such joint curb since 1998. Risk assets responded with 30-year Treasury reaching a yield of 2.088% in July, US equity markets reaching all-time highs, and oil prices rallying more than 40% since the start of the year. Given...

Central Intelligence Agency, the Treasury Department, the Atomic
document IMAGES-005-HOUSE_OVERSIGHT_019688.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

200 | HOW AMERICA LOST ITS SECRETS Central Intelligence Agency, the Treasury Department, the Atomic Energy Commission, and the FBI. With a multibillion-dollar “black budget” hidden from public scrutiny, the NSA’s technology director- ate invested in state-of-the-art equipment, i...

European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 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 approac...

6. Interest Rate Risk —-A Common Misperception
document IMAGES-007-HOUSE_OVERSIGHT_024220.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…2% higher (2.8% from better price appreciation and 2.4% from dividend reinvestment) than the S&P 500, while the 10-year Treasury yield rose from 3.6% to 4.9% (+130 bps) over this period. Valuation re-rating and earnings growth from generators, as economic growth tightened power m...

Market’s unusual lack of volatility
document IMAGES-001-HOUSE_OVERSIGHT_012095.txt Nov 1, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…k a beating. The rising hope of U.S. tax reform and the continued strength of the global economic expansion lifted U.S. Treasury yields as well as commodity prices from oil to copper. The U.S. reflation expectation also boosted the greenback. European sovereign bond yields and th...

in 2011 called the law a calamity that increases business uncertainty and undermines
document IMAGES-003-HOUSE_OVERSIGHT_014773.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…maturity bucket. As a tail risk for deregulation, we like buying 30y swap spreads, a credit-risk-free floating-rate US Treasury asset that provides 3m Libor + 56bp annually, which is about 100bp cheap to pre-crisis levels. Swap spreads could also benefit from deregulation that r...

Fwd: My Thoughts on Currencies
email TEXT-001-HOUSE_OVERSIGHT_026637.txt Nov 29, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…dent-Elect Trump will likely continue to drive the markets, extending the recent trends. By the way, he has left the US Treasury Secretary post last to be filled, and it is the most important appointment for the markets as it will both reflect and influence key policies HOUSE OVE...

Japan Macro Watch
document TEXT-001-HOUSE_OVERSIGHT_014424.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ter the US election. The insurance sector has been the best performer since the US election on the back of a steeper US Treasury curve and higher rates. Michael Hartnett observes “violent rotation out of deflation to inflation plays”, including a move from REITs to US banks. This...

Higher yields leading to bank, insurance outperformance
document IMAGES-002-HOUSE_OVERSIGHT_014427.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ter the US election. The insurance sector has been the best performer since the US election on the back of a steeper US Treasury curve and higher rates. Michael Hartnett observes “violent rotation out of deflation to inflation plays”, including a move from REITs to US banks. This...

Debt Composition: Foreign Investors & Governments
document IMAGES-006-HOUSE_OVERSIGHT_020927.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…h as Social Security Trust Fund) as those holdings KP are intra-government and not tradable in public. Source: Dept. of Treasury, as of CQ2:10. www.kpcb.com nc. | Income Statement Drilldown B kpeb USA Ine. | | $s Drilld 171 Debt Composition: Foreign Investors & Governments Hold...

5. US 1-10 Treasury Yield Spread — Through October 12, 2018
document IMAGES-009-HOUSE_OVERSIGHT_026914.txt Oct 12, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

5. US 1-10 Treasury Yield Spread — Through October 12, 2018 4 US 1-10 Treasury Yield Spread During 2018 3 12 4 2 1.0 - 0.8 = 1 = 0.51 aaa : 0.6 8 0 0.51 3. 04 | ad wo 1 0.2 5 -2 0.0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct 3 4 193 190 1%7 1974 191 188 195 202 209 2016 Source: I...

ability to participate meaningfully in the criminal process when federal
document IMAGES-002-HOUSE_OVERSIGHT_014039.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

60 CASSELL ET AL. [Vol. 104 ability to participate meaningfully in the criminal process when federal prosecutors narrowly interpreted their responsibilities under the Act. Second, the Article reviews the purpose, text, structure, and history of the CVRA, concluding that they all...

Fwd: Herald
email TEXT-001-HOUSE_OVERSIGHT_031384.txt Mar 5, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: J [[email protected]] Sent: 3/5/2019 11:12:41 PM To: Martin Weinberg Scott J. Link Darren Indyke ; Jack Goldberger Subject: Fwd: Herald Forwarded message From: Lilly Sanchez < Date: Tue, Mar 5, 2019 at 6:08 PM Subject: Herald To: jeffrey E. <[email protected]> Miami...