From: "Barrett, Paul S"
To: mjeffrey E."' <jeevacation@gmail.com>
Subject: RE: 2 things for LB
Date: Fri, 25 Sep 2015 22:49:36 +0000
Call you Monday.
Sent with Good (www.good.com)
Original Message
From: Jeffrey E. [jeevacation®gmail.com]
Sent: Friday, September 25, 2015 06:09 PM Eastern Standard Time
To: Barrett, Paul S
Subject: Re: 2 things for LB
just landed
On Fri, Sep 25, 2015 at 10:54 AM, Barrett, Paul S > wrote:
Jeffrey
Can you call in.
Interesting Eurostoxx linked note
Valeant idea
Just back from China - think CNH gradually weakens 3%-5%. Market is overly bearish on China. Consumer
story and the services sector will be the growth engine going forward.
Paul
Paul Barrett I Managing Director I Global Investment Opportunities Group 17.P. Morgan Securities LILC I 3.P. Morgan Private
Bank J.P. Morgan Chase Bank N.A.
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