Epstein Files Search

EFTA00612097Set 9

33p9,386w

VARIANT PERCEPTION Variant Perception — May 2010 PIIGS Get Slaughtered; Asia Drowns in Liquidity The European periphery highlights the dwindling belief in sovereign guarantees and the return of the bond vigilantes ... widening in the periphery and CDS trades rather than being short the Euro. The European periphery has all the hallmarks of Asia in 1997 besides a foreign exchange asseVliability mismatch ... periphery countries are very reliant on foreign funding. We believe the European periphery will experience painful deflation and sovereign and private defaults. The crisis in Eastern and Southern Europe

https://www.justice.gov/epstein/files/DataSet%209/EFTA00612097.pdf

EFTA01089619Set 9

2013-04-2546p24,794w

UBS CIO WM Global Investment Office CIO monthly video For smartphone users: scan the code

https://www.justice.gov/epstein/files/DataSet%209/EFTA01089619.pdf

EFTA01165215Set 9

2011-05-234p3,000w

places in the world where credit spreads are not approaching pre-crisis levels: the European periphery. We have covered this topic extensively in prior notes, most recently in the "Snakes ... large problem without an apparent solution. 5-year credit default swap spreads for the European periphery Basis points 1,800 1,600 When "The Sick Men of Europe" When

https://www.justice.gov/epstein/files/DataSet%209/EFTA01165215.pdf

EFTA01165210Set 9

2011-05-235p2,904w

places in the world where credit spreads are not approaching pre-crisis levels: the European periphery. We have covered this topic extensively in prior notes, most recently in the "Snakes ... large problem without an apparent solution. 5-year credit default swap spreads for the European periphery BasispoinM 1.800 1.800 When "The Sick Men of Europe" When we exited GIPS EoTM

https://www.justice.gov/epstein/files/DataSet%209/EFTA01165210.pdf

EFTA01196834Set 9

2015-03-0913p6,749w

December. At the same time, 'other investment' outflows- --mostly bank lending in the European periphery---have diminished relative to the financial account. The expansion of the Eurozone's financial account ... Eurozone recycled its intermittent and meager surpluses through EUR-denominated loans to the European periphery. Portfolio outflows from the euro area have been searching for yield overseas. Relative

https://www.justice.gov/epstein/files/DataSet%209/EFTA01196834.pdf

EFTA00602233Set 9

2015-03-0913p6,812w

December. At the same time, 'other investment' outflows- --mostly bank lending in the European periphery---have diminished relative to the financial account. The expansion of the Eurozone's financial account ... Eurozone recycled its intermittent and meager surpluses through EUR-denominated loans to the European periphery. Portfolio outflows from the euro area have been searching for yield overseas. Relative

https://www.justice.gov/epstein/files/DataSet%209/EFTA00602233.pdf

EFTA01461073Set 10

2015-03-091p420w

December. At the same time, 'other investment' outflows- -mostly bank lending in the European periphery—have diminished relative to the financial account. The expansion of the Eurozone's financial account ... Eurozone recycled its intermittent and meager surpluses through EUR-denominated loans to the European periphery. Portfolio outflows from the euro area have been searching for yield overseas. Relative

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01461073.pdf

EFTA01153166Set 9

2011-02-155p3,023w

homogenously and uniformly weak as US and European broker-dealers in 2007, or European Periphery issuers in 2010. We held a conference call on municipal bond markets last week

https://www.justice.gov/epstein/files/DataSet%209/EFTA01153166.pdf

EFTA01189496Set 9

2013-10-213p1,675w

Enterprise IT departments. 5) Long Italian Banks / Italian Govvies: another leveraged play on the European periphery recovery. Unicredit clearly stands out. UCG will definitely gain from the European banking union

https://www.justice.gov/epstein/files/DataSet%209/EFTA01189496.pdf

EFTA00973818Set 9

2013-10-213p1,675w

Enterprise IT departments. 5) Long Italian Banks / Italian Govvies: another leveraged play on the European periphery recovery. Unicredit clearly stands out. UCG will definitely gain from the European banking union

https://www.justice.gov/epstein/files/DataSet%209/EFTA00973818.pdf

EFTA01450207Set 10

1p762w

Enterprise IT departments. 5) Long Italian Banks / Italian Govvies: another leveraged play on the European periphery recovery. unicredit clearly stands out. UCG will definitely gain from the European banking union

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01450207.pdf

EFTA01176566Set 9

2012-05-024p3,235w

standards, elections, Bundesbank resignations, protests, rising unemployment and generally miserable economic data in the European Periphery, it's worth remembering something broader about what Europe is up to. There

https://www.justice.gov/epstein/files/DataSet%209/EFTA01176566.pdf

EFTA01176561Set 9

2012-05-025p3,193w

standards, elections, Bundesbank resignations, protests, rising unemployment and generally miserable economic data in the European Periphery, it's worth remembering something broader about what Europe is up to. There

https://www.justice.gov/epstein/files/DataSet%209/EFTA01176561.pdf

EFTA01069760Set 9

6p3,987w

rest of the world is not any more anxious to lend to the European Periphery, and is cutting its exposures as well. The ECB is providing the stop

https://www.justice.gov/epstein/files/DataSet%209/EFTA01069760.pdf

EFTA01179060Set 9

2012-07-176p3,710w

rest of the world is not any more anxious to lend to the European Periphery, and is cutting its exposures as well. The ECB is providing the stop

https://www.justice.gov/epstein/files/DataSet%209/EFTA01179060.pdf

EFTA01790135Set 10

2013-11-017p2,994w

commo=ities has been disappointing. October's highlights in equities centred on t=e European periphery where Greek, Italian and Spanish equities returned +17.2=, +11.1% and +8.3% respectively, pushing

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01790135.pdf

EFTA00877419Set 9

2012-04-134p2,537w

leaving the quarterly profile unchanged, this raises US 2012 growth from 2.2% to 2.5%. European periphery spreads have been widening over the past month, but have only this week received

https://www.justice.gov/epstein/files/DataSet%209/EFTA00877419.pdf

EFTA01450722Set 10

2013-12-231p335w

through 3/18 then 245% of CPI, details below (need to confirm booking) - S1-3mm European Periphery linked CLN, Syr, Spain, Italy, Ireland, Portugal, indicative 3moL +375bps , floating. (need

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01450722.pdf

EFTA01069745Set 9

2011-04-266p3,898w

below, as it relates to US fiscal policy, oil prices, Chinese inflation and the European periphery. Twilight of the Gods, pan 1: Limited room for fiscal policy to invigorate

https://www.justice.gov/epstein/files/DataSet%209/EFTA01069745.pdf

EFTA00628633Set 9

2011-05-171p781w

Japan*, rising oil prices and the failure of Middle Eastern growth models, the deteriorating European periphery, Asian inflation and other challenges to the robust global improvement in corporate profits

https://www.justice.gov/epstein/files/DataSet%209/EFTA00628633.pdf