EFTA00788475Set 9
2017-07-2429p16,328w
belly in Brazil, long Indonesia and Turkey local debt and TRY/2AR.
We like long EUR/PLN call spread and JPY/KRW as efficient risk off hedges.
— C. lrigoyen
Commodities: Get ready ... postponed and that EM asset inflows continue to accelerate. We are also long EUR/PLN
through options as a hedge.
Apart from hedges, we also recommend RV trades or idiosyncratic trades ... belly in Brazil, long Indonesia and Turkey local debt
and TRY/ZAR. We like long EUR/PLN and JPY/KRW as efficient risk off hedges.
Enjoy the silence
Global interest rates continue driving
https://www.justice.gov/epstein/files/DataSet%209/EFTA00788475.pdf
EFTA01451137Set 10
2014-01-091p222w
sell USD/CNH, sell JPY/KRW Nm•, )"O:k
Theme #9: Pole dances, TRY trips: Sell EUR/PLN, sell USD/ILS, sell EUR/HUF, Alan Ruskin
sell EUR/RUB. buy USD/TRY Daniel Breton
Theme #10: Pesos
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451137.pdf
EFTA01446656Set 10
2014-01-091p222w
sell USD/CNH, sell JPY/KRW Nm•, )"O:k
Theme #9: Pole dances, TRY trips: Sell EUR/PLN, sell USD/ILS, sell EUR/HUF, Alan Ruskin
sell EUR/RUB. buy USD/TRY Daniel Breton
Theme #10: Pesos
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446656.pdf
EFTA01451168Set 10
2014-01-091p222w
sell USD/CNH, sell JPY/KRW Nm•, )"O:k
Theme #9: Pole dances, TRY trips: Sell EUR/PLN, sell USD/ILS, sell EUR/HUF, Alan Ruskin
sell EUR/RUB. buy USD/TRY Daniel Breton
Theme #10: Pesos
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451168.pdf
EFTA01451209Set 10
2014-01-091p222w
sell USD/CNH, sell JPY/KRW Nm•, )"O:k
Theme #9: Pole dances, TRY trips: Sell EUR/PLN, sell USD/ILS, sell EUR/HUF, Alan Ruskin
sell EUR/RUB. buy USD/TRY Daniel Breton
Theme #10: Pesos
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451209.pdf