Epstein Files Search

EFTA01178648Set 9

2012-06-298p5,896w

banks globally. nikolaos.panigirlzoglou@jpmorgan.com • Credit — Eurozone banks look to be the relative winner from the EU summit. Seamus Mac Gorain We go long € financial bonds in the GMOS portfolio ... through Jun 28 reverses them. Ife. equities are in lighter colour. • What did the EU Summit deliver? Here is a top-level view. Our sister publica- EMS Cap. tions ... Srini Ramaswamy Fixed income Global Fixed Income Markets. Pavan Wadhwa and Fabio • The EU summit has brought the sharpest one-day rally of the year in Euro area Bassi peripheral

https://www.justice.gov/epstein/files/DataSet%209/EFTA01178648.pdf

EFTA01172027Set 9

8p6,086w

Cancans Ecen:mcs. CCOSCIDJ3 &comics • Hopes are again building ahead of next week's EU summit, and intra-EMU laccasts are ice rep= arid cealries the/ se metre, tail ... addition, we see a high risk of disappointment after the .20% Dec 9 EU summit, as happened after each of the critical EU summits over the past two years ... time highs on correlations across pairs. •2% • The next focus is the Dec 9 EU summit at which fiscal union will be the focus

https://www.justice.gov/epstein/files/DataSet%209/EFTA01172027.pdf

EFTA01069672Set 9

5p3,871w

Market I June 25.2012 J.P.Morgan Topics: The upcoming EU summit, the Fed's efforts to jumpstart growth, how hard a US budget compromise is going to be, and a look ... rare aspect of the 2012 US Presidential election (Another) EU summit. I think everyone understands by now why Europe matters. In a recent note, we showed how one third ... official creditors. EFTA01069672 Eye on the Market I June 25.2012 J.P.Morgan Topics: The upcoming EU summit, the Fed's efforts to jumpstart growth, hos% hard a US budget compromise

https://www.justice.gov/epstein/files/DataSet%209/EFTA01069672.pdf

EFTA01170770Set 9

8p5,884w

many market participants Global Gov Bonds" ■ by surprise, as they did not consider the EU Summit that impressive. In EM S Corp. ■ addition, the largest eurobond markets at the core ... remain long risk. Much has been written about how MSCI AC Work' O the EU Summit Statement is full of vague promises and short of concrete MSCI Europe' O details ... again, as banks 2.9 310 delever and austerity bites hard. 2.4 285 • If the EU Summit were the only reason to be long risk assets, then we accept that

https://www.justice.gov/epstein/files/DataSet%209/EFTA01170770.pdf

EFTA01170207Set 9

8p5,847w

demand picture is improving. Matthew Lehmann • Confusing rumors and counter-rumors on what the EU Summit would or would not deliver whipsawed markets all week, but leave credit ... oleSnr GDP crovith forecast • How will markets react if the EU summits provide the goods? Global inves- tors have been hedging the EMU debt crisis by underweighting Europe, European banks ... tefecasIs ae kt mats and waft= Pal., avenged Lang the favorable odds on the EU summits is are a clear plus. So are signs that Wash- same Slav ming

https://www.justice.gov/epstein/files/DataSet%209/EFTA01170207.pdf

EFTA00410733Set 9

2012-06-225p1,541w

Hollande, Merkel, Rajoy & Monti meeting in Rome today ahead of the key EU Summit next week and the proposal to allow the EFSF/ESM to buy peripheral sovereign debt will remain ... bazookas is going to come out"). Stakes are high for the EU Summit next week as Monti has made clear says the Guardian<http://www.guardian.co.uk/business/2012/jun/22/mario-monti-week- save-eurozone>. Reminder that ... Conference (Boston), Earnings (GIS, LEN, MKC, MON, PAYX) Thursday: GDP, Kansas City Fed Manufacturing, EU Summit in Brussels, Earnings (FDO, CAN, NKE, RIMM) Friday: Personal Income and Spending, Chicago

https://www.justice.gov/epstein/files/DataSet%209/EFTA00410733.pdf

EFTA01069739Set 9

2012-07-096p4,242w

Morg an Securities LLC. Source: Federal Reserve Board. European Subiunctivitis The markets liked the EU summit, presumably since a green light was given to the EU bailout facility (European Stability ... second half of the year. One last thing: the politics of the EU summit appear quite tense, and you have to wonder if this is how monetary unions are made ... next move is Germany's. Michael Cembalest J.P. Morgan Asset Management June 2012 EU Summit Maneuvers Key (This is my own read of who did what and why. Obviously, opinions

https://www.justice.gov/epstein/files/DataSet%209/EFTA01069739.pdf

EFTA00606080Set 9

2012-06-265p4,081w

Morgan North America Equity Research 26 June 2012 Global CC: Initial Conclusions Post-EU Summit Global Discussion: Economic, Policy, Rates, Equities. Fri 12.00pm ET, 6/29 Please note that this ... global conference call to discuss with investors our initial conclusions regarding the much-anticipated EU Summit. How effective is the J.P. Morgan Securities LLC expected proposal fore a fiscal ... KOREA Conf Call Takeaways SPAIN p6. 6/2912012, initial Conclusions SWITZERLAND 12.00pm ET Post•EU Summit TAIWAN (date-changed) Euro Crisis Panel 44 UNITED KINGDOM OTHER 2 EFTA00606081 North America

https://www.justice.gov/epstein/files/DataSet%209/EFTA00606080.pdf

EFTA01071455Set 9

2011-12-0931p8,526w

country remaining on the outside. Though that hardly kept them from acting at EU summits as though they had long since introduced the euro. At the summit before last

https://www.justice.gov/epstein/files/DataSet%209/EFTA01071455.pdf

EFTA02695882Set 11

2011-12-0931p8,555w

country remaining on the outside. Though that hardly kept them from acting at EU summits as though they had long since introduced the euro. At the summit before last

https://www.justice.gov/epstein/files/DataSet%2011/EFTA02695882.pdf

EFTA01077755Set 9

22p12,833w

history of European austerity and its connection to social unrest. On the December EU summit. The European debt bubble will be unwound more slowly given the decision ... Europe, valuations are low (particularly banks, c59), and the larger toolkit announced at the EU summit will slow the rate of deleveraging. However, our view is that while buying equities

https://www.justice.gov/epstein/files/DataSet%209/EFTA01077755.pdf

EFTA00632466Set 9

2012-06-281p162w

From: US GIO To: Undisclosed recipients:; Subject: JPM Conference Call: Initial Conclusions Post-EU Summit FRIDAY, JUNE 29 @ NOON ET Date: Thu, 28 Jun 2012 20:53:20 +0000 Attachments ... Initial_conclusions_post-EU_Sutmnit_29June_2012.pdf Inline-Images: image001jpg ;L'https://www.chase.com/ online/commercial- ibank/images/jpm- The much-anticipated EU-summit started this morning in Brussels and we would like to invite you to a global conference

https://www.justice.gov/epstein/files/DataSet%209/EFTA00632466.pdf

EFTA01172052Set 9

2011-12-055p2,871w

will be brief, since there's only so much we will know before the EU summit on December 9th. As shown in the first chart, Europe needs an alternative ... time wondering about multiple outcomes, and cut to the chase. In all probability, the EU summit will result in ambiguous, unenforceable commitments to lower deficits and debt levels, which countries

https://www.justice.gov/epstein/files/DataSet%209/EFTA01172052.pdf

EFTA01146380Set 9

2012-10-128p6,029w

tread more carefully as the next Global Gov Bends— few weeks will see another EU Summit, US elections, and Chinese leadership Topix• change, each of which with potentially momentous impact ... positive news coming out of the Communist 4.0 Party Congress on Nov 8. The EU Summit on Oct 18-19 has an ambitious agenda on both long- and short-term

https://www.justice.gov/epstein/files/DataSet%209/EFTA01146380.pdf

EFTA01172136Set 9

2011-12-135p2,924w

divorce. I remember watching it with my parents in 1974. The recent EU summit brought back some memories: there were some significant compromises made, but I still doubt the various ... things. I don't see prospects of that coming out of the EU summit. Holding assets of countries suffocating themselves is not something that sounds very rewarding, unless prices

https://www.justice.gov/epstein/files/DataSet%209/EFTA01172136.pdf

EFTA01072345Set 9

2011-12-134p2,894w

divorce. I remember watching it with my parents in 1974. The recent EU summit brought back some memories: there were some significant compromises made, but I still doubt the various ... things. I don't see prospects of that coming out of the EU summit. Holding assets of countries suffocating themselves is not something that sounds very rewarding, unless prices

https://www.justice.gov/epstein/files/DataSet%209/EFTA01072345.pdf

EFTA01172141Set 9

2011-12-134p2,900w

divorce. I remember watching it with my parents in 1974. The recent EU summit brought back some memories: there were some significant compromises made, but I still doubt the various ... things. I don't see prospects of that coming out of the EU summit. Holding assets of countries suffocating themselves is not something that sounds very rewarding, unless prices

https://www.justice.gov/epstein/files/DataSet%209/EFTA01172141.pdf

EFTA00411369Set 9

5p1,719w

European redemption fund although not to expect any major progress at the EU summit in a few weeks. FT<http://www.ft.com/intl/cms/s/0/a732fdbe- b553-11el-ad93-00144feabdc0.html@axzzlxkOdjjE9> says France will submit a proposal

https://www.justice.gov/epstein/files/DataSet%209/EFTA00411369.pdf

EFTA00411519Set 9

2012-06-065p1,718w

take action and will be reluctant to make any changes ahead of the EU summit later this month (many see a possible 25bps cut and/or 12M LTRO coming in July

https://www.justice.gov/epstein/files/DataSet%209/EFTA00411519.pdf

EFTA01123906Set 9

8p5,938w

that commitments and actions coming out of G20 and the EU Summit in coming weeks will likely 32 force investors to upgrade the chance that Europe will salvage the euro

https://www.justice.gov/epstein/files/DataSet%209/EFTA01123906.pdf