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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)

demand. Our US economics team expects the stimulus to boost growth in H2 CY17 and likely CY18. Japan should be a big winner from stronger US growth, given its high exposure to the US economy in terms of exports and corporate profits (Chart 22 and Chart 23). On the negative side,...

e European Utilities
document IMAGES-007-HOUSE_OVERSIGHT_024210.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL e European Utilities We believe European utilities have the potential not only for the strongest outperformance but also for the greatest alpha generation. Since the financial crisis, European utility earnings have declined approximately...

Jakob Kellenberger
document IMAGES-004-HOUSE_OVERSIGHT_017083.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…poration The Observer Bloomberg Radio & Television KCPS & Company Temasek Holdings (Pte) Limited Samruk-Kazyna JSC Liberty Mutual Group Westpac Banking Corporation BT Group Plc Heidrick & Struggles APG Asset Management The Atlantic Council of the United States UBS Invest...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026576.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 LE Morgan [email protected] 09 November 2012 Interest rates Current Dec-12 Mar-13 Jun-13 Sep-13 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.63 2.00 2.00 2.00 2...

Article 1. The Cairo Review of Global Affairs
document TEXT-001-HOUSE_OVERSIGHT_030531.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 20 April, 2011 Article 1. The Cairo Review of Global Affairs The Israeli-Palestinian Conflict Now William B. Quandt Article 2. Foreign Policy The United States' heavy-handed efforts to help Israel at the U.N. Colum Lynch Article 3. The Washington Post Time to up the ante on Eg...

Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030852.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View JP Morgan [email protected] 28 March 2013 Interest rates Current Jun-13 Sep-13 Dec-13 Mar-14 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.85 2.00 2.10 2.25 2...

Eye on the Market | November 21, 2011 J.P Morgan
document IMAGES-011-HOUSE_OVERSIGHT_030814.txt Nov 21, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | November 21, 2011 J.P Morgan Topic: The quixotic search for energy solutions Another Don Quixote Thanksgiving. Every year at Thanksgiving’, we look in-depth at an issue that affects markets and portfolios. Last year, we examined the unraveling situation in E...

Boswall House, 2 Cornwall Terrace
document TEXT-001-HOUSE_OVERSIGHT_028281.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

THE HOUSE OF THE NOBLEMAN CURATED BY WOLFE VON LENKIEWICZ & VICTORIA GOLEMBIOVSKAYA PRESS CLIPPING (INTERNET) THE HOUSE OF THE NOBLE MAN CURATED BY WOLFE VON LENKIEWICZ AND VICTORIA GOLEMBIOVSKAYA Boswall House, 2 Cornwall Terrace 13th - 20th, October 2010 PRESS CLIPPING INTERNE...

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)

From: US GIO [[email protected]] Sent: 3/29/2013 8:48:11 PM To: Undisclosed recipients:; Subject: The J.P. Morgan View: Local forces are dominating Attachments: imagel.gif; image2.gif; JPM_The J.P. Morgan View_2013-03-28 1084792.pdf Global Asset Allocation The J.P. Morgan V...

CHAPTERV_ Global Cannabis Regulation
document IMAGES-008-HOUSE_OVERSIGHT_024729.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OQ}, QO Ho els) CHAPTERV_ Global Cannabis Regulation International partnerships and business plans are being formed as countries increasingly allow importation and exportation of cannabis products and more companies recognize the global potential of the cannabis industry. Cana...

Chart 1: Synchronised rise in leading indicators globally augurs well for
document IMAGES-002-HOUSE_OVERSIGHT_014462.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Key charts Chart 1: Synchronised rise in leading indicators globally augurs well for earnings recovery — especially if PMIs kick on to or above mid-50s 65 60 60 40 55 20 50 0 45 40 20 35 ; 40 —— (SM / Euro PMI manuf alg (advanced 9m) 30 =———=|\iSCI Europe EPS € (trailing yo...

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)

From: US GIO [[email protected]] Sent: 3/29/2013 8:48:11 PM To: Undisclosed recipients: Subject: The J.P. Morgan View: Local forces are dominating Attachments: imagel.gif; image2.gif; JPM_The J.P. Morgan View_2013-03-28 1084792.pdf J.P Morgan Global Asset Allocation The J....

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

Al2 Saturday, March 10, 2018 INSIGHT Power with purpose Robert Lawrence Kuhn explains why abolishing presidential term limits may well be good for China o interview delegates and officials at the annual National Peo- ple’s Congress in Bei- jing, interspersed with being in...

Eastern Europe, and military dictatorships elsewhere
document IMAGES-005-HOUSE_OVERSIGHT_019243.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Freedom House Eastern Europe, and military dictatorships elsewhere, there was an explosion of newspapers, radio and television stations, and other independent media with diverse editorial policies. But the internet in particular was seen as an irresistible force that could rende...

priceline.com (PCLN)
document IMAGES-003-HOUSE_OVERSIGHT_014943.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

priceline.com (PCLN) Our price objective is $1,920 based on 22x our 2018 adj. EPS estimate. The 22x multiple is towards the upper end of Priceline’s historical multiple range of 13-23x and represents a PEG of 1.4x. We think a 22x forward P/E multiple is appropriate given mid- te...