Epstein Secrets

09 Jun 2015 11:15:39 -0400 To: Daniel Sabba Cc: Stewart Oldfield Classification: Confidential Did you s

ndices are near historic highs, implied volatility in US equities is close to historical lows and there is potential for Fed liftoff in September. David Bianco published the following on 5/22 (full report attached) about the possibility of a 5%+ pullback in the summer months: "We believe the probability of

nt: 2/10/2016 3:38:33 PM To: Paul Morris I I; Stewart Oldfield Subject: FW: Research Email Attachmen

Adam gives an overview of major global asset classes and touches on the unlikelihood of a US recession. • US Equity Insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed rate hikes. • Chino's Evolving FX Policy —

Thu, 10 Dec 2015 11:43:06 -0500 To: Paul Morris Stewart Oldfield This December marks both the end of the

w, Fed: Taking the plunge — We reiterate our view that the U.S. economy is strong enough to withstand a rate hike this year. U.S. Equity Insights — David Bianco, U.S. Equity Strategist, explains the reasoning behind his 5% S&P EPS growth estimate for 2016. DB Special Report — FX Strategists George Saravelos

Wed, 10 Feb 2016 15:38:33 -0500 To: Paul Morris Stewart Oldfield This has been approved. Let me know if

rry Adam gives an overview of major global asset classes and touches on the unlikelihood of a US recession. US Equity Insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed rate hikes. China's Evolving FX Policy — O

This is the latest I have From: Stewart Oldfield Sent: Monday, February 08, 2016 4:42 PM

ategist, gives an overview of major global asset classes and touches on the unlikelihood of a US recession. US Equity Insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed hikes. China's Evolving FX Policy — Our ch

From: Stewart Oldfield Sent: Monday, February 08, 2016 3:30 PM

ategist, gives an overview of major global asset classes and touches on the unlikelihood of a US recession. US Equity Insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed hikes. China's Evolving FX Policy — Our ch