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European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n real yields / inflation breakevens (since 2009) Bund real >+0, b/even +ve Source: BofA Merrill Lynch Global Research, Bloomberg Bund real >+0, b/even -ve Chart 3: Cyclicals vs Defensives trade now looks very stretched 4 3 2 1 0 -1 -2 -3 -4 Dec-97 Dec-01 Dec-05 Dec-09 Dec-13 Cyc...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Aug-16 Sep-16 Oct-16 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Source: Bloomberg Source: Bloomberg 4 Global Cross Asset Strategy – Year Ahead | 30 November 2016 Chart 3: EM debt and equity have been hit Chart 4: While Banks versus...

Internet/e-Commerce
document TEXT-001-HOUSE_OVERSIGHT_014887.txt Apr 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…head EPS ($0.49) ($0.60) Ahead YELP Revenue $201 $198 EPS $0.18 $0.16 Ahead Source: BofA Merrill Lynch Global Research, Bloomberg, as of 4/4/2017 Internet/e-Commerce | 06 April 2017 3 Our 2017 estimates vs. street Of the 25 Internet stocks listed below in our coverage, we are abo...

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

… Cap (mn) $44,657 Price $124.45 P/E (2017) 14.4x % of sell-side rated Buy 70.0% Short interest % of float 2.25% Source: Bloomberg and BofA Merrill Lynch Global Research estimates Deregulation/Gov’t Legislation: Repeal and Replace of the ACA creates some uncertainty, but neither A...

CIO WM Global Investment Office
document TEXT-001-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s, 3-month moving averages) 65 60 55 50 45 Manufacturing Services 40 Composite No-change line 35 08 09 10 11 12 Source: Bloomberg, UBS CIO, as of September 2012 Note: Past performance is not an indication of future returns. *Scenario probabilities are based on qualitative assessm...

Fwd: China's dangerous test
email TEXT-002-HOUSE_OVERSIGHT_033329.txt Nov 21, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…heduling inquiries to my office at: Follow me on twitter glhsummers www.larrysummers.com Begin forwarded message: From: Bloomberg <noreply@mail.bloombergbusiness.com> Date: November 21, 2018 at 4:46:50 PM EST To: Subject: China's dangerous test Beijing plans to give its 22 millio...

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

…16 May-16 Aug-16 Nov-16 US-Japan 10yr real yield spread (LHS) USD/JPY (RHS) Source: BofA Merrill Lynch Global Research, Bloomberg USDJPY (RHS) Source: BofA Merrill Lynch Global Research, Bloomberg *Using 3m deposit rate USDJPY carry / 3m implied vol (RHS) JPY sellers > JPY buyers...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_029344.txt Dec 27, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…SIGHT 029344 $20 18 16 14 12 10 6 4 2 1_ Dec 27. '13 1. Valhi Inc Feb 12, '14 Mar 28, '14 May13. '14 Jun 26, '1 Source: Bloomberg Oh.6 The stock closed yesterday at $6.01, reducing the value of the estate's holdings by $2.8 billion -- and its estate-tax liability by $1.1 billion...

EM Growth? TABLE 1 highlights data from the 10 largest emerging mar
document IMAGES-001-HOUSE_OVERSIGHT_012081.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…3 . 7.6% INDONESIA 2.5% 5.6% 5.3% 1.3% 3.5% 29.9 6.8% MALAYSIA 24% 5.1% 4.6% 1.7% 2.1% 28.2 17.9 3.8% SOURCE MSCI*ASOF BLOOMBERG BLOOMBERG IMF/ BLOOMBERG CIAWORLD MSCI/ BLOOMBERG MAY 31, 2017 BLOOMBERG FACTBOOK BLOOMBERG 89.7% MEDIAN AVERAGE Sources: Bloomberg, IMF, CIA World...

U.S. celebrates Fourth of July, Trump-Kim DMZ meeting and Hong Kong protests
email TEXT-001-HOUSE_OVERSIGHT_029866.txt Jul 6, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d=3646186&section_url=flipboard%3A%2F%2FshowSection%2Fresolve%252Fflipboard%252Furl%25252Fhttps%25253A%25252F%25252Fwww.bloomberg.com%25252Fnews%25252Farticles%25252F2019-07-05%25252Ftrump-mulls-executive-order-to-add-citizenship-query-to-census&utm_content=article&utm_source=ema...

11 questions for Mueller
email TEXT-001-HOUSE_OVERSIGHT_016203.txt Jul 13, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d=3646186&section_url=flipboard%3A%2F%2FshowSection%2Fresolve%252Fflipboard%252Furl%25252Fhttps%25253A%25252F%25252Fwww.bloomberg.com%25252Fnews%25252Farticles%25252F2019-07-12%25252Ftop-chefs-say-these-are-the-foods-you-should-be-grilling%25253Fsrnd%25253Dpursuits-vp&utm_content...

[DECEMBER DRAFT--- 287 pages]
document TEXT-001-HOUSE_OVERSIGHT_020153.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…enced to two years probation and a $100,000 fine. See Eli Lake, “Petraeus, Justice and Washington’s Culture of Leaks,” Bloomberg View, March 4, 2015 http://www.bloombergview.com/articles/2015-03-04/petraeus-justice-and-washington-s-culture-of-leaks 10. In an interview...

USDJPY testing 110. Buy Japan upside
email TEXT-001-HOUSE_OVERSIGHT_014397.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…rg) ..... 1.35 1.30 ------- 1.25 1.20 1.15 Law-; 1.1171 .............. 1.10 Dec Mar Jun Sep 2015 2026 Copyright: 201.6 Bloomberg Finance L.P. 17-Nov-2016 13:41:34 Source: Bloomberg HOUSE OVERSIGHT 014397 DXJ ETF shares outstanding remain at 3 year lows. CI • Last Price 0.156N1 -...

Trump’s effect on MXN
document TEXT-001-HOUSE_OVERSIGHT_010609.txt Sep 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nd Ezequiel Aguirre Chart of the day: MXN may be as much as 15% undervalued Source: BofA Merrill Lynch Global Research, Bloomberg Trump’s effect on MXN We provide an empirical analysis of Donald Trump’s effects on the Mexican peso. Our analysis suggests the exchange rate is perha...

(BN) Leon Black's Tax-Overhaul Dilemma Could Alter Wall Street M
email TEXT-001-HOUSE_OVERSIGHT_023564.txt Dec 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Black's Tax-Overhaul Dilemma Could Alter Wall Street Model 2017-12-27 11:00:00.2 GMT By Simone Foxman and David Carey (Bloomberg) -- Leon Black recently posed a question whose answer will determine how profitable the new U.S. tax regime could make Wall Street firms like his Apol...