Epstein Secrets

From: Melinda Roy [ Sent: 2/10/2016 3:38:33 PM To: Paul Morris I I; Stewart Oldfield Subject: FW: Research Email Attachments: CIO View Special.pdf; 10 Themes of 2016.pdf; 10 Themes Replay Information.pdf; Chi

have to evolve through true currency flexibility. Best, Melinda From: Stewart Oldfield Sent: Monday, February 08, 2016 4:52 PM To: Melinda Roy; Paul Morris Subject: RE: COMPLIANCE COMMENT: Deutsche AM CIO View Special: "Beyond the oil bust: Are markets right to worry?" (client-ready english versions -

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 —

Subject: FW: Research Email From: Melinda Roy <[email protected]> Date: Wed, 10 Feb 2016 15:38:33 -0500 To: Paul Morris Stewart Oldfield This has been approved. Let me know if you need me to send from your computer. Melinda From: Melinda Roy Sent: Wednesday, Febr

s been approved. Let me know if you need me to send from your computer. Melinda From: Melinda Roy Sent: Wednesday, February 10, 2016 9:11 AM To: Paul Morris; Stewart Oldfield Subject: Research Email [I] Classification: For internal use only Since we came out with a WM Approved version of the CIO View S

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 To: Melinda Roy; Paul Morris Subject: RE: COMPLIANCE COMMENT: Deutsche AM CIO View Special: "Beyond the oil bust: Are markets right to worry?" (client-ready english versions -

? I think we've added a few people over the last couple of months From: Melinda Roy Sent: Monday, February 08, 2016 4:41 PM To: Stewart Oldfield; Paul Morris Subject: RE: COMPLIANCE COMMENT: Deutsche AM CIO View Special: "Beyond the oil bust: Are markets right to worry?" (client-ready english versions -

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 To: Melinda Roy; Paul Morris Subject: RE: COMPLIANCE COMMENT: Deutsche AM CIO View Special: "Beyond the oil bust: Are markets right to worry?" (client-ready english versions -

a replay of Larry's Ten Themes call? Maybe we can include that and the presentation From: Melinda Roy Sent: Monday, February 08, 2016 2:44 PM To: Paul Morris; Stewart Oldfield Subject: RE: COMPLIANCE COMMENT: Deutsche AM CIO View Special: "Beyond the oil bust: Are markets right to worry?" (client-ready e

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

Subject: RE: Idea for US equity hedging... [C] From: Paul Morris a> Date: Tue, 09 Jun 2015 11:15:39 -0400 To: Daniel Sabba Cc: Stewart Oldfield Classification: Confidential Did you speak to him about ways to i

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

. Managing the value of the RMB will restrain monetary policy independence, which will eventually have to evolve through true currency flexibility. Paul Morris Managing Director Deutsche Bank Private Bank etr z Peerty)i& CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0120445 CONFIDENTIAL S

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 —

Subject: keep in inbox please-- for research email From: Jj Litchford ‹ > Date: Thu, 10 Dec 2015 11:43:06 -0500 To: Paul Morris Stewart Oldfield This December marks both the end of the calendar year and the Fed meeting widely believed to be "the one." With the increasing pr

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