From: Martin Zeman
Sent: 3/2/2018 8:50:29 AM
To: Torsten Slok I; Xavier Avila I ; Stewart Oldfield
;Joshua Shoshan ; Davide-A Sferrazza [davide-
CC:
Subject: RE: Fwd: DB: Foreign demand for US credit weakening [Ij
Classification: For Internal use only
Torsten,
Thanks for accepting today's call with Paul on such short notice. Paul Barrett is Stewart Oldfield's client and manages
money for a few families. We have been discussing the below charts of yours and Paul discussed with us buying payer
spreads on COX la I guess he'd like to have a bit more in depth call with you around the flows as Europe and Japan pull
back from QE and what that means to assets in the US.
Thanks again and see you at 11on the call.
Martin
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