From: Jeffrey Epstein <jeevacation@gmail.com>
To: Jeffrey M Matusow
Subject: Re: Update
Date: Thu, 03 Jun 2010 00:46:30 +0000
I think we should see a HIGHER EURO< be careful.. lets look at closing the portion in both euro and pound.
On Wed, Jun 2, 2010 at 6:05 PM, Jeffrey M Matusow > wrote:
Nice recovery in the market today. S+P rallied at the end of the day to close up 28 points (Dow up 225 pts)
Euro closed at the high - 1.2250. GBP holding its gains at 1.4650. JPY weaker at 92.20 on the resignation of the PM.
The Dividends finished up a few points. 2011 at 97 and 2012 at 92. Goldman issued a report recommending clients buy
both 2011 and 2012 - they see limited downside from here, even under worst case scenarios.
GS up S3 at S144.85. OIL closed marginally higher at $73.60
Swap rates higher on the rally in the equity markets.
I still think we should add to our Euro short. We are dipping our toes back into risk trades - buying CAD, Selling 4%
swaptions, buying BRL.
Call me tomm.
Jeff
Jeffrey M. Matusow
JPMorgan Private Bank I 40 West 57th Street, 33rd Floor, New York, NY 10019
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