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ntinues to tighten; the small miss in claims is largely explained by Puerto Rico. ■ Chinese trade growth moderated; deals announced during President Trump's visit are unlikely to reduce trade deficit. ■ Eurozone data came in mixed relative to consensus expectations, but still points to above-trend grow
se trade growth moderated; deals announced during President Trump's visit are unlikely to reduce trade deficit. ■
rowth moderated; deals announced during President Trump's visit are unlikely to reduce trade deficit. ■ Eu
agement. Any information that references ISG, including their model portfolios. represents the views of ISG, is not research and is not a product of Global Investment Research. If shown. ISG Model Portfolios are provided for illustrative purposes only. Your actual asset allocation may look significantly different based on
% in 2017, with looser fiscal policy and still easy monetary policy in key countries. e And last but not least, we expect that while President-elect Trump’s initial policy measures with respect to tariffs and trade agreements risk jolting financial markets, as a self-described “deal maker” he will likel
Page: HOUSE_OVERSIGHT_014535 →thods used to measure price indices.°° We point to three examples to illustrate the mismeasurement argument. First, our colleagues in Goldman Sachs’ Global Investment Research (GIR) have pointed out that the official price indices for information and communication technology show an implausible gap between the price deflati
Page: HOUSE_OVERSIGHT_014548 →tem, October 3, 2016. itra Toossi, “A Century of ange: The U.S. Labor Force, 950-2050," Monthly Labor Review, Bureau of Labor Statistics, May 2002. Donald J. Trump, “Remarks,” speech delivered at the New York Economic Club, September 15, 2016. Chair Janet L. Yellen, “Current Conditions and the Outlook or the U
Page: HOUSE_OVERSIGHT_014614 →or Review, Bureau of Labor Statistics, May 2002. Donald J. Trump, “Remarks,” speech delivered at the New Yor
Page: HOUSE_OVERSIGHT_014614 →FOMC March Meeting Preview
ontinues to tighten; the small miss in claims is largely explained by Puerto Rico. = Chinese trade growth moderated; deals announced during President Trump’s visit are unlikely to reduce trade deficit. = Eurozone data came in mixed relative to consensus expectations, but still points to above-trend grow
Page: HOUSE_OVERSIGHT_025691 →se trade growth moderated; deals announced during President Trump’s visit are unlikely to reduce trade deficit. =
Page: HOUSE_OVERSIGHT_025691 →nagement. Any information that references ISG, including their model portfolios, represents the views of ISG, is not research and is not a product of Global Investment Research. If shown, ISG Model Portfolios are provided for illustrative purposes only. Your actual asset allocation may look significantly different based on y
Page: HOUSE_OVERSIGHT_025694 →s of ISG, is not research and is not a product of Global Investment Research. If shown, ISG Model Portfolios are provided for
ion: Tension between the US and European Union eased significantly after a July 2018 deal between European Commission President Juncker and President Trump to “work together toward zero tariffs, zero non-tariff barriers and zero subsidies on non-auto industrial goods”. The coast is not totally clear give
Page: HOUSE_OVERSIGHT_026900 →between European Commission President Juncker and President Trump to “work together toward zero tariffs, zero non-t
Page: HOUSE_OVERSIGHT_026900 →Export Growth to Rebound in H2
e of a domestic shock is the fallout from one of the investigations—by multiple state attorneys general and the House of Representatives—of President Trump. = The ebb and flow of these investigations will inevitably lead to great market volatility. But there is greater likelihood that exogenous shocks w
Page: HOUSE_OVERSIGHT_026946 →Journal. JCPOA* finalized between Iran and P5+1 President Trump de-certifies compliance of Iran with JCPOA Presi
Page: HOUSE_OVERSIGHT_026947 →for PWM. Any information that references ISG, including their model portfolios, represents the views of ISG, is not research and is not a product of Global Investment Research (“GIR”). If shown, ISG Model Portfolios are provided for illustrative purposes only. Your actual asset allocation may look significantly different ba
Page: HOUSE_OVERSIGHT_026965 →Entities connected to both Donald Trump and Global Investment Research

Jeffrey Epstein
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Barack Obama
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