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Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 [email protected] Local issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a con...

Appendix 2: Global Utility Sector Background
document IMAGES-007-HOUSE_OVERSIGHT_024226.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL Appendix 2: Global Utility Sector Background e =History To gain a deeper appreciation of why the global utility sector is attractive for long/short investing, it is helpful to briefly survey the history of the sector and describe the uti...

o account the specific investment o
document IMAGES-002-HOUSE_OVERSIGHT_014458.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… websites and other portals by BofA review of this research report consti (including any investmen BofA Merrill Lynch Global hould consult their ow ny BofA Merrill Lynch en n public information. Fac pa | ities. None of MLPF&S, any of i Research policy prohibits rese containin...

Chart 27: 3% Global GDP growth the tipping point for EPS
document IMAGES-002-HOUSE_OVERSIGHT_014471.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 27: 3% Global GDP growth the tipping point for EPS Europe trailing EPS growth vs World GDP Chart 28: Synchronised rise in leading indicators globally augurs well for earnings recovery — especially if PMs kick on to or above mid-50s 50% 7% 65 60 40% - ' 0 30% 504 20% : 56...

Explaining our taste for excessive harm
document TEXT-001-HOUSE_OVERSIGHT_012747.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n to death because more humane forms of killing were less effective and enjoyable. These are horrific acts. They abound globally and across the ages. Many scholars have judged them as evil. Despite the pervasiveness of these atrocities, evil is commonly perceived as a defect, an...

Fwd: My Thoughts on Currencies
email TEXT-001-HOUSE_OVERSIGHT_026637.txt Nov 29, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Fwd: My Thoughts on Currencies Importance: High The smartest/most amusing piece of research I have read so far on Trump/global economy. You should pass on to DJT brain trust on economy/markets ----------Forwarded message---------- From: Eurizon SLJ Capital Limited <researchgresea...

chinadaily.com.cn/opinion
document TEXT-001-HOUSE_OVERSIGHT_025115.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… the result of a deep strategic reflection. China is seeking big markets for its industrial products. Marginal gains of globalization are shrinking, and growth needs a new revival. In Asia, this new revival is called connectivity. By helping the economies along the Belt and Road...

Global equity markets - Key points
document IMAGES-008-HOUSE_OVERSIGHT_025260.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Equities overview Global equity markets - Key points e We keep an overall neutral allocation to equities (see summary on slide 3). ° We keep our preference for US equities. Resilient company earnings still soeak for an overweight stance. Continued economic growth should underp...

Chart 7: Cumulative Japanese purchases of foreign bonds since 2010
document IMAGES-003-HOUSE_OVERSIGHT_014734.txt Jan 1, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

… 900 800 700 600 500 400 300 . 200 100 0 -100 1/1/2010 7/1/2011 1/1/2013 71112014 1/1/2016 Source: BofA Merrill Lynch Global Research Chart 8: USD/JPY 10y forward outright 100 95 90 85 80 75 70 65 60 55 50 1/1/2010 5/1/2011 8/4/2012 = 1/1/2014) 5/1/2015 = 9/1/2016 Source: B...

General Investment Related Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014497.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…general to business coordinated by BofA Merrill Lynch entities ocated outside of the United Kingdom. BofA Merrill Lynch Global Research policies relating to conflicts of interest are described at http://go.bofa.com/coi. LPF&S or one of its affiliates is a regular issuer of traded...

chinadaily.com.cn/opinion
document IMAGES-008-HOUSE_OVERSIGHT_025115.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e result of a deep strategic reflection. China is seeking big markets for its industrial prod- ucts. Marginal gains of globalization are shrinking, and growth needs a new revival. In Asia, this new revival is called connectivity. By helping the econo- mies along the Belt and Roa...

If the company didn't agree, Avenatti threatened an immediate press conference amid the
document IMAGES-011-HOUSE_OVERSIGHT_031777.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

If the company didn't agree, Avenatti threatened an immediate press conference amid the NCAA basketball tournament about Nike making payments to youth players and their families, prosecutors said, an event he promised would snowball into more bad press and people coming forward w...

firms can be naturally slowed by internal directives. Bad outflow such falling CNY
document IMAGES-003-HOUSE_OVERSIGHT_014764.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…change vs SDR, % (Same volatility and USD/CNY at 7.25) Forward implied change by end-2017, % Source: BofA Merrill Lynch Global Research, Bloomberg Source: BofA Merrill Lynch Global Research, Bloomberg Can bond and equity inflows save the day? Not in the near term Given the prob...

Cite as 349 F.Supp.2d 765 (S.D.N.Y. 2005)
document TEXT-001-HOUSE_OVERSIGHT_017830.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

…terrorism Act (ATA) action, by alleging, inter alia, that Department of Treasury designated him as Specially Designated Global Terrorist, and that he was involved in United States operations of designated terrorist organization. 18 U.S.C.A. § 2331 et seq. 71. War and National Eme...