The outlook for macro policy and for the geopolitical environment remains uncertain Our fifth annual cycle of interviews took place between January and March 2017. In speaking with leading sovereign investors and central banks (with assets in excess of US$12 trillion) we ide...
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From: Jeffrey Epstein [[email protected]] Sent: 2/15/2013 4:52:58 PM To: Larry Summers take-it-or-leave-it deal by the U.S. on the nuclear issue is the wrong strategy Ray Takeyh February 14, 2013 -- On Feb. 26, the United States and Iran will once more resume their diplomatic...
From: Thomas Jr., Landon Sent: 10/19/2016 3:13:21 PM To: jeffrey E. [[email protected]] Subject: Re: Saudi money Importance: High A new guy for your stable of smart guys. He taught at SAIS in DC where I went in 1989. I was just down there a few weeks ago and was on a panel wi...
From: Jeffrey Epstein [[email protected]] Sent: 2/8/2013 9:05:33 PM To: Bill Siegel [ ii Subject: Re: Fro- The Control Factor - Frontpage Magazine interview Attachments: image001.gif; image005.jpg; image007.png; image006.jpg; image004.png; image002.jpg; image003.png SAAAAAAAA...
Table 1: Current cross asset trades Asset Trade idea Strategist Long European Quality Yield Screen (yield) James Barty Long SXDP Index Ronan Carr Equities Long Nikkei Shusuke Yamada Long European index dividend futures James Barty Long MSCI Asia ex-Japan Ajay Kapur Long RTY shor...
In the non-Closer To Truth world.... Did CNN Intl this morning on Trump’s China-oil-N.Korea-cheating tweet “Caught RED HANDED...” [pun deliberate? ] My favorite fun lines (there are so many) in Trump's NYTimes spontaneous interview. 2) “TI like very much President Xi. He treat...
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recent price action for individual assets. However, the fact that we have had multiple signals across a range of sectors and macro prices is typically a warning that markets have moved too far too fast in a more general sense. The last comparable episode was in early July in the...
GUID: O09CE1E98-5A05-417B-9B1A-6AFO071C35112 Messag Yes he is NOT a role model Sender: e:[email protected] Time: 05/13/19 05:47:09 AM (579444429) Flags: 1150981 Is Read: No Is Invitation: No GUID: 66ECF2C5-7689-438F-A572-C740933A5578 Messag e: https://www.washingtonpost.co...
sanctions was passed by Congress and signed into law by President Obama. The complex set of new measures targets key industrial sectors, including shipping and imports of products such as aluminum, steel and coal, and seeks to block Iran from using barter commodities such as oil...
dependence on American military power, they will increasingly look to China for security assurances. China does not have a political agenda devoted to promoting democratization, and it maintains political and diplomatic ties with both Arab states and Iran. China's military activi...
America’s nation-building exercise of the past twenty years was founded on self-contradictions that have tarnished US foreign credibility. The geopolitical framework for that policy has been “embrace and abandon,” a formula that has caused frustration, confusion and concern to Am...
sanctions. My sense is the Obama 5m of 696m SPR release is to show Merkel and co he will step in. He needs to because there are 8 small European and Baltic countries that rec 70%+ of their gas from Russia. Germany gets 30%. Cross asset correlations outside of the US are increasi...
To bring in a wonderful 2009, I'd like to quote an e-mail I received from a mentor of more than a decade: While many are wringing their hands, I recall the 1970s when we were suffering from an oil shock causing long lines at gas stations, rationing, and 55 MPH speed limits on fe...
From: Jeffrey Epstein [[email protected]] Sent: 9/3/2009 11:18:47 AM To: Sultan Bin Sulayem Subject: Re: she is your second biggest fan... iam the first. i sell dubai, to its detractors. On Thu, Sep 3, 2009 at 7:05 AM, Sultan Bin Sulayem < > wrote: An interesting piece to rea...