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

…gns of improvement." � � � � � Economy Global growth is showing broad-based signs of improvement, supported by decisive monetary policy from the world's major central banks. In the US, the housing market recovery continues and the labor market remains on a modest uptrend. This ha...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_016509.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

User Name: DAVID SCHOEN Date and Time: Thursday, February 28, 2019 10:34:00 AM EST Job Number: 83853687 Document (1) 1. Article: Criminal Enforcement Redundancy: Oversight of Decisions Not to Prosecute, 103 Minn. L. Rev. 844 Client/Matter: -None- Search Terms: cvra and sixth ame...

Times Square Tower
document TEXT-001-HOUSE_OVERSIGHT_024003.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ot being distributed in the context of a public offering in France within the meaning of Article L. 411-1 of the French Monetary and Financial Code (Code monétaire et financier). This Memorandum has not been and will not be submitted to the French Autorité des marchés financiers...

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

…modest at 0.5% on growth in H2 next year. Fiscal stimulus elsewhere also to be modest but it is taking the pressure off monetary policy. Growth was already improving so any fiscal stimulus helps. Our economists have both growth and inflation higher into 2017 and 2018. Inflection...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…k premia – fading risks on fiscal policy in the US into next year; an expected rebound in global growth; and super easy monetary policy, with more QE coming if growth were to disappoint. � In recent weeks, we have switched out of our long-standing US risk overweight, into an unde...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_017635.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

User Name: DAVID SCHOEN Date and Time: Thursday, February 28, 2019 10:27:00 AM EST Job Number: 83852897 Document (1) 1. ARTICLE: Treating Crime Victims Fairly: Integrating Victims into the Federal Rules of Criminal Procedure, 2007 Utah L. Rev. 861 Client/Matter: -None- Search Te...

They say that you can read a person’s feelings on his face. But if so, either
document TEXT-001-HOUSE_OVERSIGHT_027849.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Night Flight They say that you can read a person’s feelings on his face. But if so, either I’m a very good actor – the opposite of what anyone who has worked closely with me would tell you – or the journalists clustered in front of me weren’t very good face-readers. They said th...

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

…breaking parity against the EUR. That in turn would increase the pressure on the ECB to start to reverse its very loose monetary policy stance. Tapering would then become much more likely. It would likely push European bond yields higher too, certainly above the 65bp forecast for...

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

…curities and Futures Commission (HKSFC); Merrill Lynch (Singapore): Merrill Lynch (Singapore) Pte Ltd, regulated by the Monetary Authority of Singapore (MAS); Merrill Lynch (Canada): Merrill Lynch Canada Inc, regulated by the Investment Industry Regulatory Organization of Canada;...

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

…curities and Futures Commission (HKSFC); Merrill Lynch (Singapore): Merrill Lynch (Singapore) Pte Ltd, regulated by the Monetary Authority of Singapore (MAS); Merrill Lynch (Canada): Merrill Lynch Canada Inc, regulated by the Investment Industry Regulatory Organization of Canada;...

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

…curities and Futures Commission (HKSFC); Merrill Lynch (Singapore): Merrill Lynch (Singapore) Pte Ltd, regulated by the Monetary Authority of Singapore (MAS); Merrill Lynch (Canada): Merrill Lynch Canada Inc, regulated by the Investment Industry Regulatory Organization of Canada;...

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

…e USD/JPY has recently tracked real yield spread closely (Chart 1), and the pair is gradually producing higher carry as monetary policy is diverging between the US and Japan (Chart 2). In Japan, fiscal easing is also a possibility in light of reduced odds of TPP implementation an...

2016 Future of Financials Conference
document TEXT-001-HOUSE_OVERSIGHT_014315.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…curities and Futures Commission (HKSFC); Merrill Lynch (Singapore): Merrill Lynch (Singapore) Pte Ltd, regulated by the Monetary Authority of Singapore (MAS); Merrill Lynch (Canada): Merrill Lynch Canada Inc, regulated by the Investment Industry Regulatory Organization of Canada;...

teaching at the National University of Singapore’s Lee Kuan Yew School of Public Policy
document IMAGES-006-HOUSE_OVERSIGHT_020636.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

177 teaching at the National University of Singapore’s Lee Kuan Yew School of Public Policy (LKYSPP), was expelled from Singapore and permanently banned from the country. The Ministry of Home Affairs (responsible for internal security and counterespionage) said in a statement an...

Important Disclosures
document IMAGES-007-HOUSE_OVERSIGHT_023094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…curities and Futures Commission (HKSFC); Merrill Lynch (Singapore): Merrill Lynch (Singapore) Pte Ltd, regulated by the Monetary Authority of Singapore (MAS); Merrill Lynch (Canada): Merrill Lynch Canada Inc, regulated by the Investment Industry Regulatory Organization of Canada;...