EFTA00788475Set 9
2017-07-2429p16,328w
receiving rates in the 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 ... Turkey
local debt and TRY, and like the short-end of local bonds, TRY/ZAR and 2v5 steepeners.
CEE reflation remains a medium-term theme, supporting our bullish Zloty bias
https://www.justice.gov/epstein/files/DataSet%209/EFTA00788475.pdf