Epstein Secrets

LPF&S [email protected] First came Brexit, then Donald Trump’s election as the president of the most powerful co

17 Short US Sy rates — Two and a half Fed hikes priced by the rates market for 2017- 18 are not consistent with aggressive fiscal easing promised by Trump. Bankof America Merrill Lynch 16 November 2016 Corrected FX and Rates Global 2. Short US 10y real rates — After the violent repricing of inflatio

d’s tightening cycles. 6. Buy USD call/CNH put — President Trump will need a weak USD, but President Xi needs a we

est beneficiary of the eee ot ence oe Trump win. 4. Sell a basket of Brazilian, Mexican, and Colombian long bonds — Positioning in J - r r , Beth PBs David Woo EM fixed income market remains crowded while liquidity is poor. FX, Rates & EM Strategist MLPF&S [email protected] 5. Sell BRL/MXN — MXN is overso

16 November 2016 05:30AM EST HOUSE_OVERSIGHT_014731 --- PAGE BREAK --- Introduction David Woo MLPF&S [email protected] First came Brexit, then Donald Trump’s election as the president of the most powerful country in the world. The world has changed. Possibly irrevocably so. These ground shifts have been b

Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Cause and Effect Fade the Trump risk premium — buy USD Concerns over stagflation return In our view, the most interesting and important development in the global financial market

on page 8. 11710696 Timestamp: 13 February 2017 06:00AM EST Bankof America Merrill Lynch 13 February 2017 FX and Rates Global e e The First Days David Woo FX, Rates & EM Strategist MLPF&S +1 646 855 5442 [email protected] Global Rates & Currencies Research HOUSE_OVERSIGHT_014721 --- PAGE BREAK ---

fact that the only item in his 100 day plan that President Trump has reneged on is his promise to label China as a

that this is being discussed makes me think that we are getting to a more serious stage of the negotiation over tax reform This news is bullish for Trump trades, at least for the medium-term White House explores two new tax ideas — a value-added tax and carbon tax — as leading proposal to raise revenu

st April 4 By Damian Paletta and Max Ehrenfreund President Trump's administration is exploring the creation of two

ll Begin forwarded message: Subject: White House exploring VAT (Washington Post) Date: April 4, 2017 at 1:26:22 PM EDT Reply-To: "Ens, Amanda" <a David Woo just sent this — please let me know if you’d like an update on his Washington/market views More sign that VAT is making its way into the discussion.

PETER D WINCHESTER,VALERIE J MARRON,DONALD B MARKIN,SUSAN C NANETTE KASS RESIDEN

SCARPA,JOHN F COOLEY,WILLIAM O TRUMP,IVANA WAGNER,JOE GREENS PHARMACY

GOLDMAN,MARK PELTZ,NELSON DESMOND,DAVID W PELTZ,NELSON COLEMAN,DENIS N

ees][Proceedings] Summary Judge: FIAFELE, JUDGE DONALD W Back to Too Additional Case Information Cler

te 900 West Palm Beach FL 33401 Epstein, Jeffrey Goldberger, Jack A Defendant 250 S Australian Ave Suite 1400 West Palm Beach FL 33401 Spicer. David W 11000 Prosperity Farms R Ste 104 Palm Beach Gardens FL 33410 Critton Jr. Robert D 515 North Flagler Drive Suite 400 West Palm Beach FL 33401 EFTA

nt N LARUSSA, JOHN GREGORY Client N McGraw IV, Donald Client N Donald C McGraw Jr Residuary Tr u/a/d

27/2017 • 5/27/2017 • 5/27/2017 Y Y 5/27 5/27 Michael Mull N N 5/27/2017 • 6/2/2017 • 6/2/2017 • 6/2/2017 N 6/8/2017 5/14/96 fbo David W Michael Mullin Michael Mullin Michael Mullin Michael Mullin McGraw Client N N 6/13/2017 Donald C McGraw Jr Residuary Tr u/a/d 5/14/96 fbo S

weeks and then Republicans rally together to get behind a new plan and get it done (enter Woo’s VAT proposal) — with market messy in the meantime ° Trump is obsessed with the stock market — when he sees it trade lower, he will act ° Regarding valuation adjustment tax (VAT) vs. border adjustment tax, W

, equities will sell off if no hike. e Fed will not hike in May ahead of French elections. 3. David Woo’s latest “Cause and Effect” is attached 4. David Woo’s Top Rates and FX Trades for 2017 is also attached. Woo believes that Brexit and the US election have signaled that the world has changed. These grou