EFTA01139891Set 9
2014-01-1413p3,611w
Paul Morris Vinit Sahni Nay Gu to
, Raphael Zagury
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting [C]
Date: Tue, 14 Jan 2014 14:41:41 +0000
Inline-Images: unnamed ... unnamed(15)
Classification: Confidential
Good Morning Jeffrey,
Today we executed the following:
Bought 380k MBONO 7.75% 11/13/2042 @ 7.52% (102.695)
Bought MXN 39,253,441.02 @ 13.0975 (USD $2,997,017.83)
Please ... Stepanianklb/dbcom@DBAmericas. Paul Monisklbklbcom@DBAMERICAS
Date: 01/14/2014 08:54 AM
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting [CI
Classification: Confidential
Jeffrey - tried to reach u. Its trading around
https://www.justice.gov/epstein/files/DataSet%209/EFTA01139891.pdf
EFTA01466786Set 10
2014-01-1619p3,409w
Subject: Fw: Jeffrey - Mexico -> MBONO 30y look interesting [C]
From: Vinit Sahni czi >
Date: Thu, 16 Jan 2014 11:29:37 -0500
To: Tazia Smith
Paul Morris
Classification: Confidential ... Jeffrey Epstein
<jeevacation@gmail.com>@DEUBAINT,
EFTA01466786
Date: 16/01/2014
15:56
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting
[C]
Classification: Confidential
watching USDMXN closely technically 13.50 important level, now 13.31.
Yesterday ... Jeffrey Epstein
ejeevacation@gmail.com>
To: Vinit Sahni/db/-
Date: 14/01/2014
12:01
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting
[C]
it was a more general question
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01466786.pdf
EFTA01139865Set 9
2014-01-1413p3,495w
From: Vinit Sahni
To: jeevacation@gmail.com
Cc: Raphael Zagury < >, Vahe Stepanian
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting [C]
Date: Tue, 14 Jan 2014 13:14:53 +0000
Inline-Images ... Epstein leevacation@gmail.com>
To: Vinit Sahni/db/dbcom@DBEMEA,
Dale: 10/01/2010 12:01
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting [C]
it was a more general question ... Paul Morris/db/dbcom@DBAMERICAS. Tazia Smith/db/dbccm@DBAMERICAS.
Date: 14/01/2014 11:39
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting IC]
can we set up an account based in london
https://www.justice.gov/epstein/files/DataSet%209/EFTA01139865.pdf
EFTA01139827Set 9
2014-01-1410p2,709w
jeevacation@gmail.com
Cc: Paul Morris , Tazia Smith , Nav Gupta
, Vahe Stepanian
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting [C]
Date: Tue, 14 Jan 2014 11:00:08 +0000
lnline-Images ... Epstein leevacation@gmail.com>
To: Vinit Sahniklb/dbcorri@DBEMEA.
Date: 14/0112014 10:55
Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting IC)
usd 3m bonds ... bond.
EFTA01139827
As soon as NY gets in will get a price on the MBONO 7.75% 11/13/2042 and ping u
as and when our view on rates or the currency
https://www.justice.gov/epstein/files/DataSet%209/EFTA01139827.pdf
EFTA01446683Set 10
2014-01-141p325w
jeevacation@gmail.com
CC: Paul Morri Tazia Smith Vahe Stepanian
Nav Gupta
Subject: Jeffrey - Mexico -> MBONO 30y look interesting [CI
Classification: Confidential
Jeffrey - was looking for value in the EM space, post ... analysis, started looking at Mexico...
here is a trade I think makes sense -> buying MBONO 30y unhedged
At around 7.5% yield, inflation probably in the 3-4% in the foreseeable ... reform and a selloff in USTs
happy to discuss further if u find interesting...
MBONO 7 34 11/13/42 000
18 Apr -.. -- -- 103.438
MBONO 7 34 11/42 —93.1 Save
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446683.pdf