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Industrial production Unemployment rates - core vs. periphery
document IMAGES-008-HOUSE_OVERSIGHT_025218.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…0 17% i 10% od B% 85 G% Germany ad Ao, a aa 2007 2008 2009 2010 2011 0% aa ae ; Source: INE, CSO, ISTAT, NSS, Eurostat, Bundesbank, J.P. Morgan Ve7O gf TOG 188 TO 1D ZO aT Securities LLC, J.P. Morgan Private Bank. Periphery =Portugal, Ireland, lialy, Source: J.P. Morgan Private B...

Eye on the Market | July 25, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025224.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…orters of the European project, and will do whatever it takes to prevent a break-up. The objections from members of the Bundesbank are described as lonely voices of opposition that carry no weight’. But how large are the costs going to be? German politicians and voters may see cu...

Eye on the Market July 25, 2011
document IMAGES-008-HOUSE_OVERSIGHT_025223.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…tion Index, 100 = January 2007 110 105 100 95 90 85 80 15 2007 2009 2010 2011 Source: INE, CSO, ISTAT, NSS, Eurostat, Bundesbank, J.P. Morgan Securities LLC, J.P. Morgan Private Bank. Periphery = Portugal, Ireland, Italy, Greece, Spain. 2008 * The current EFSF lending capacit...

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)

…rters of the European project, and will do whatever it takes to prevent a break-up. The objections from members of the Bundesbank are described as lonely voices of opposition that carry no weight [a]. But how large are the costs going to be? German politicians and voters may s...

The third concern: Germany as paymaster. We are often told that Germans across both major parties ar
document IMAGES-011-HOUSE_OVERSIGHT_031162.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…orters of the European project, and will do whatever it takes to prevent a break-up. The objections from members of the Bundesbank are described as lonely voices of opposition that carry no weight [a]. But how large are the costs going to be? German politicians and voters may see...

Recent bank stress tests conducted by the EU concluded that only Eur 2.5 billion of capital needs to
document IMAGES-008-HOUSE_OVERSIGHT_025219.txt Jun 30, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…icating a slowdown in manufacturing and service sector surveys. Michael Cembalest Chief Investment Officer Notes [a] Bundesbank President Weidmann, in response to last week’s package: “By transferring significant risks to the support-giving countries and their taxpayers, the E...

Recent bank stress tests conducted by the EU concluded that only Eur 2.5 billion of capital needs to
document IMAGES-011-HOUSE_OVERSIGHT_031163.txt Jun 30, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…icating a slowdown in manufacturing and service sector surveys. Michael Cembalest Chief Investment Officer Notes [a] Bundesbank President Weidmann, in response to last week’s package: “By transferring significant risks to the support-giving countries and their taxpayers, the E...

On today's financial market developments
email IMAGES-008-HOUSE_OVERSIGHT_025226.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…the ECB (for now) rejected being the buyer of last resort for Italian government bonds, as the markets were hoping. The Bundesbank apparently has objections to the idea. This is a problem: Italy has issued around as much public debt as Germany, but is a considerably smaller count...

On today's financial market developments
email TEXT-001-HOUSE_OVERSIGHT_031156.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…he ECB (for now) rejected being the buyer of last resort for Italian government bonds, as the markets were hoping. The Bundesbank apparently has objections to the idea. This is a problem: Italy has issued around as much public debt as Germany, but is a considerably smaller coun...

On today's financial market developments
email IMAGES-011-HOUSE_OVERSIGHT_031156.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…the ECB (for now) rejected being the buyer of last resort for Italian government bonds, as the markets were hoping. The Bundesbank apparently has objections to the idea. This is a problem: Italy has issued around as much public debt as Germany, but is a considerably smaller count...

The Third Concern: Germany As Paymaster. We Are Often Told That Germans Across Both Major Parties Are Unflinching Supporters Of The European Project
document The third concern: Germany as paymaster. We are often told that Germans across both major parties are unflinching supporters of the European project House Oversight Committee — Epstein Estate Records (Nov 2025)

and will do whatever it takes to prevent a break-up. The objections from members of the Bundesbank are described as lonely voices of opposition that carry no weight [a]. But how large are the costs going to be? German politicians and voters may see current circumstances as exc...

Growth of the US for both returns and protection
document IMAGES-009-HOUSE_OVERSIGHT_026696.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t bond yields US UK Germany Japan 0.0 Source: US - US Treasury Resource Center, UK - Bank of England Data, Germany - Bundesbank Statistics, Japan - Ministry of Finance Interest Rate Index. Data taken as daily average yield on 30 December 2016. HOUSE_OVERSIGHT_026696

This is a little unorthodox, but here is the text of an internal note that I just sent to our integr
document TEXT-001-HOUSE_OVERSIGHT_025229.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…the ECB (for now) rejected being the buyer of last resort for Italian government bonds, as the markets were hoping. The Bundesbank apparently has objections to the idea. This is a problem: Italy has issued around as much public debt as Germany, but is a considerably smaller count...