Epstein Secrets

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 —

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 o

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

he Asset & Wealth Management 345 Park Avenue, 24th Floor New York, New York 10154 Tel. Mobile Email {cid:[email protected]} From: Melinda Roy Sent: Wednesday, December 09, 2015 11:00 AM To: Jj Litchford Subject: Dec Research Distribution Kind regards, Melinda Roy fhttps://brandportal.

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

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

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

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 englis

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 englis