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Table 1: Current cross asset trades
document IMAGES-002-HOUSE_OVERSIGHT_014433.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

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...

8. US Stocks with High China Sales vs. S&P 500
document IMAGES-009-HOUSE_OVERSIGHT_026917.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…er risks. The government’s expansive fiscal plan, with a proposed budget deficit of 2.4% of GDP, may be rejected by the European Union commission and result in rating downgrades. While the EU is likely to manage this situation in its usual incremental and reactive way, the possib...

A decade later, the idea would suddenly resurface. In my first meeting, as a
document IMAGES-001-HOUSE_OVERSIGHT_011478.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tically changed things, it was clear that the real prize — real peace — was still far away. We were in Barcelona, for a Euro-Mediterranean meeting under the auspices of King Juan Carlos, aimed at trying to re-invigorate negotiations. The ceremonial centrepiece of the event was a...

From: jeffrey E. [[email protected]]
email IMAGES-012-HOUSE_OVERSIGHT_032904.txt Nov 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

[email protected]] Sent: 11/10/2016 9:58:12 PM To: Thomas J, .2ndr i Subject: Re: Importance: — High long dow , short yen euro and pound. long reits, On Thu, Nov 10, 2016 at 10:57 PM, Thomas Jr., Lando ri wrote: You called it! How are you positioned re market? On Thu, Nov 10, 20...

Eye on the Market, July 25, 2011
email TEXT-001-HOUSE_OVERSIGHT_025215.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…uly 25, 2011 (the attached PDF document is much easier to read) Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end White Castle. Twe...

Foreign exchange overview
document IMAGES-008-HOUSE_OVERSIGHT_025277.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…gn exchange - Key points ¢ The ECB's announcement of Outright Monetary Transactions (OMT) has reduced tail risk in the Eurozone considerably, while the Federal Reserve announcing a new round of potentially unlimited asset purchases at their September 13 meeting has weakened the...

Sent: 5/15/2017 2:05:53 PM
email TEXT-001-HOUSE_OVERSIGHT_026090.txt May 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… he said. Al Meahlafi said he visited Brussels for two-days of talks with the Belgian Foreign Minister Didier Reynders, European Commission officials and Members of the European Parliament to explain the situation in Yemen and seek support for the Yemeni government's peace effort...

Why Have Cryptocurrencies Rallied So Much? Division
document IMAGES-008-HOUSE_OVERSIGHT_025673.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ied So Much? Division 1. Bitcoin Supply Over Time (Million Tokens) 2. Currency Composition of Bitcoin Purchase Volume Euro = Polish Zloty m British Pound 25 5 100% RUS Dollar m Japanese Yen © South Korean Won m Chinese Renminbi ‘yd |! ' i 90% i "I ia | I i ] PMA ul | a4 80% f...