From: Tazia Smith
Sent: 4/23/2014 9:29:19 AM
To: Paul Morris
Subject: Fw: Reminder: send idea to JE on WY III
Classification: For internal use only
FYI...
Forwarded by Tazia Smith/db/dbcom on 04/23/2014 09:28 AM
From: Tazia smith/db/dbcom
To: Vinit mav
Date: 04/23/2014 09:28 AM
Subject: Re: Reminder: send idea to JE on Wit [I]
Classification: For internal use only
I don't think he "needs to buy" anything. I just don't want May 1 to come and
we didn't update him on his expiring option and our thoughts about the SY
cross. Did you send him your thoughts below? As much as I am on the same
page with your thoughts here, JE does not want to hear it from me. Please
send.
From: Vinit
To: Nay
Cc: Tazia
Date: 04/22/2014 01:49 PM
subject: Re: Reminder: send idea to 7E on 7PY [I]
Agree with u nay. The next jpy leg probably a usd play as the boj will step in
may wait till summer or end summer. Too early for a usd trade to materialise.
If the markets continue to rally we could see 103 handle and if payrolls
strong a possible breakout
vinit
On 22 Apr 2014, at 18:13, "Nay Gupta" < > wrote:
Classification: For internal use only
Conclusion
If there is a short term catalyst for SY to breakout in either direction
I don't see it. If anything, 8o) looks like it will disappoint
speculators in July by not adding any additional QE.
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