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High yield corporate bonds
document IMAGES-008-HOUSE_OVERSIGHT_025274.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ble technical backdrop and the commitment of major central banks to provide strong monetary support. In particular, the Fed's buying of mortgage-backed securities (MBS) is likely to provide further support for the credit universe. ¢ Thus, US high yield (HY) bonds continue to off...

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)

…ng its all time high level today in a gentle fashion. Bonds are generally up this week on dovish comments from both the Fed and the BoJ. Commodities have gained also, but credit remains the troubled asset class with spreads wider in most markets, especially in EM external debt....

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document IMAGES-003-HOUSE_OVERSIGHT_014683.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e 11’s mandate that all submissions be presented for a proper purpose and factual contentions have evidentiary support, Fed. R. Civ. P. 11(b)(1) and (3), and that the Court may, on its own, strike from any pleading “any redundant, immaterial, impertinent, or scandalous matter,” F...

Re: Filing in Epstein case
email TEXT-001-HOUSE_OVERSIGHT_022624.txt Dec 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nt on destroying this country and the world then we, our children, and our grandchildren are doomed. Below is a link to federal sex scandals perpetrated by republicrats and demublicans alike. Keep in mind that this list does not include local and state level scandals. http://en.w...

Concerns over stagflation return
document IMAGES-003-HOUSE_OVERSIGHT_014722.txt Oct 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e, this has been an uneventful year for the US rates market so far. At the start of January, the market was pricing two Fed hikes for the year. Six weeks later, the market is still pricing only two Fed hikes for the year. The yield on the bellwether 10y US Treasuries started the...

target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone
document IMAGES-003-HOUSE_OVERSIGHT_014736.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… USD, we would recommend selling EUR/RUB. Top 10 Rates, EM & FX trades for 2017 1. Short US 5y rates — Two and a half Fed hikes priced by the rates market for 2017-18 are not consistent with aggressive fiscal easing promised by Trump. 2. Short US 10y real rates — After the vio...

Best Directional Trades
document IMAGES-003-HOUSE_OVERSIGHT_014737.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…We prefer short 5y rates over the widely held view of short 30y rates given we think that fiscal stimulus will move the Fed before it shows up in fundamentals. We believe the Fed’s current dot projections will move from being a ceiling to a floor on the market. In this case, inte...

The owner was Jeffrey Epstein, 53, an intensely private New York money manager with
document IMAGES-006-HOUSE_OVERSIGHT_021772.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…is. They identified him in photos and accurately described the inside of his home. Some recalled that his employees had fed them snacks or rented them cars. Mr. Epstein pleaded not guilty in August to the crime he was ultimately charged with, soliciting prostitution. But at a ti...