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Corpus: 1990-03-17 – 2025-12-01
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EFTA01475276
Dataset 10
14p
1,355w
Asia FX
: Positing on positioning The sharp rebound in Asian currencies in recent days can trace its roots to three drivers: 1) market re-pricing of the Fed after the weak NFP; 2) a more benign view of CNY ahead of the SDR review, and given better China reserves data, and stronger fixings; 3) stretched long USD/Asia positioning. In this note, we take stock of a range of positioning metrics to gauge how far the unwind has run. • Long…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01475276.pdf
EFTA01458679
Dataset 10
1p
629w
Dtile
Asia FX
. Positing on positioning 12 Oct 2015 The sharp rebound in Asian currencies in recent days can trace its roots to three drivers: 1) market re-pricing of the Fed after the weak NFP; 2) a more benign view of CNY ahead of the SDR review, and Mallika Sachdeva given better China reserves data, and stronger fixings; 3) stretched long USD/Asia positioning. In this note, we take stock of a range of positioning metrics to gauge how…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458679.pdf
EFTA01381400
Dataset 10
1p
625w
DaEe
Asia FX
. Positing on positioning 12 Oct 2015 The sharp rebound in Asian currencies in recent days can trace its roots to three drivers: 1) market re-pricing of the Fed after the weak NFP; 2) a more benign view of CNY ahead of the SDR review, and Sachdeva given better China reserves data, and stronger fixings; 3) stretched long FX Strategist USD/Asia positioning. In this note, we take stock of a range of positioning metrics to gauge…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01381400.pdf
EFTA01449242
Dataset 10
2013-05-16
1p
877w
…recent sharp decline would consider buying AUD wavering over an early move to tapering by the Fed upside options, which appear cheap making the risk- and still absent equity re-allocations to the US. return look attractive. Dollar Break -Out Time Asia China+ Japan The resilience of the dollar should be taken as a signal The yen-centric
Asia FX
trade, short Korean won and that the dollar is in the midst of a major uptrend. Over long Malaysian ringitt…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01449242.pdf
EFTA01464418
Dataset 10
2013-05-16
60p
12,430w
…growth, a stabilisation in the housing market and an upturn in natural gas prices. We are neutral on the Australian dollar, but given the recent sharp decline would consider buying AUD upside options, which appear cheap making the riskreturn look attractive. Asia = China+ Japan The yen-centric
Asia FX
trade, short Korean won and long Malaysian ringitt, should continue to perform well. As well as competition from Japanese companies, Korea will likely suffer from portfolio re-allocations to Japan…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01464418.pdf
EFTA01449353
Dataset 10
2013-05-16
1p
570w
…constructive on MXN in the medium term we short run, however, heavy positioning and potential recommend tactically taking profits. transitory increase in risk aversion could induce a The noticeable reduction of Eurozone tail risks has temporary break in the appreciation trend. helped EM currencies to become less sensitive to EUR/USD movements. With still relatively better growth Figure 1: Latitm and
Asia FX
on overvaluation territory perspectives, and in many cases, elevated interest rate differentials, EM currencies maintain some residual …
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01449353.pdf
EFTA01459706
Dataset 10
2016-01-12
1p
614w
…of 2016 forecast GDP growth vulnerabilities may not be a consistent way to make OA money in Asia this year. irvi( c r ttH 0.2 II RAH),.rei):ht:e.: and divergent monetary policy as drivers -0 of performance. -OA -0 6 Where are the relative weak links in
Asia FX
on these -0 8 metrics? Based on a simplified measure of output gaps. -1 2 t•er.1 (Chart 4). The underperformance is starkest in China and Indonesia…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01459706.pdf
EFTA01451187
Dataset 10
2014-01-09
1p
610w
…I%) ASEAN-5 at different points during the year. Ultimately, the North 10 emerged fairly unscathed, while the South cheapened significantly. Indeed, much of South
Asia FX
still faces a host of challenges from political instability (THB), offshore debt holding overhang and weak commodity prices (MYR, IDR). However we refrain here from adding to shorts against most of this group, given a mix of large valuation adjustments, expensive carry, .5 and/or improving policy responses that is shifting the risk…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451187.pdf
EFTA01446663
Dataset 10
2014-01-09
1p
612w
…I%) ASEAN-5 at different points during the year. Ultimately, the North - fricha 10 emerged fairly unscathed, while the South cheapened significantly. Indeed, much of South
Asia FX
still faces a host of challenges from political instability (THB), offshore debt holding overhang and weak commodity prices (MYR, IDR). However we refrain here from adding to shorts against most of this group, given a mix of large valuation adjustments, expensive carry, -5 and/or improving policy responses that is shifting the…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446663.pdf
EFTA01381382
Dataset 10
2015-10-15
1p
274w
Subject:
Revisiting USDKRW ICI
From:
Vahe Stepanian
To:
Jeffrey E.
…Daniel Sabba • Ariane Dwyer • Paul Morris Stewart Oldfield I I; Richard Kahn Subject: Revisiting USDKRW ICI Attachments:
Asia FX
Positing on positioning 10.12.15.pdf Classification: Confidential Jeffrey — revisiting USDKRW trades given the sharp move in Asian currencies this week. Per DB research (see attached), the rebound in recent days can be traced to three drivers: 1) Market re-pricing of the Fed after the weak NFP 2) A more benign view of CNY given better China reserves data…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01381382.pdf
EFTA01458676
Dataset 10
2015-10-15
1p
296w
Subject:
FW: Revisiting USDKRW [C]
From:
Paul Morris
To:
jeffrey E. [
[email protected]
From: Paul Morris Sent: 10/15/2015 5:28:12 PM To: jeffrey E. [
[email protected]
Subject: FW: Revisiting USDKRW [C] Attachments:
Asia FX
Positing on positioning 10.12.15.pdf Classification: Confidential If you're in nyc next week I'm around, thx Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: From: Vahe Stepanian Sent: Thursday, October 15, 2015 8:11 AM To: jeffrey E. Cc: Daniel Sabba; Ariane Dwyer; Paul Morris; Stewart Oldfield; Richard Kahn…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458676.pdf
EFTA01451145
Dataset 10
2014-01-09
1p
610w
…I%) ASEAN-5 at different points during the year. Ultimately, the North 10 emerged fairly unscathed, while the South cheapened significantly. Indeed, much of South
Asia FX
still faces a host of challenges from political instability (THB), offshore debt holding overhang and weak commodity prices (MYR, IDR). However we refrain here from adding to shorts against most of this group, given a mix of large valuation adjustments, expensive carry, .5 and/or improving policy responses that is shifting the risk…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451145.pdf
EFTA01459607
Dataset 10
2016-01-12
1p
611w
…of 2016 forecast GDP growth vulnerabilities may not be a consistent way to make OA money in Asia this year. irvi( c r ttH 0.2 II RAH),.rei):ht:e.: and divergent monetary policy as drivers -0 of performance. -OA -0 6 Where are the relative weak links in
Asia FX
on these -0 8 metrics? Based on a simplified measure of output gaps. t•er.1 -1 2 (Chart 4). The underperformance is starkest in China and Indonesia…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01459607.pdf
EFTA00847190
Dataset 9
2015-09-03
1p
336w
Subject:
To Do
From:
"Barrett, Paul S"
To:
"Jeffrey Epstein (
[email protected]
)" <
[email protected]
>
…Date: Thu, 03 Sep 2015 12:48:02 +0000 Jeffrey I am still waiting on the Balance Sheet so we can get the ISDA done. KRW still weakening.
Asia FX
should continue to weaken. But LB should do $2MM in a SP500 Market Plus Note (17.5% buffer; unlimited upside) and $1MM in the Merck idea we had sent yesterday. You free to discuss? Paul Paul Barrett I Managing Director j Global Investment Opportunities Group j 3.P. Morgan Securities…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00847190.pdf
EFTA01449248
Dataset 10
2013-05-16
1p
568w
…constructive on MXN in the medium term we short run, however, heavy positioning and potential recommend tactically taking profits. transitory increase in risk aversion could induce a The noticeable reduction of Eurozone tail risks has temporary break in the appreciation trend. helped EM currencies to become less sensitive to EUR/USD movements. With still relatively better growth Figure 1: Latikm and
Asia FX
on overvaluation territory perspectives, and in many cases, elevated interest rate differentials, EM currencies maintain some residual …
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01449248.pdf
EFTA00847130
Dataset 9
2015-09-03
2p
449w
Subject:
Fwd: To Do
From:
"Jeffrey E." <
[email protected]
>
To:
Melanie Spinella la>
…Jeffrey Epstein (
[email protected]
)" <
[email protected]
> Cc: Barrett Team <I Jeffrey I am still waiting on the Balance Sheet so we can get the ISDA done. KRW still weakening.
Asia FX
should continue to weaken. But LB should do $2MM in a SP500 Market Plus Note (17.5% buffer; unlimited upside) and $1MM in the Merck idea we had sent yesterday. You free to discuss? Paul Paul Barrett I Managing Director I Global Investment Opportunities Group I ).P…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00847130.pdf
EFTA01062012
Dataset 9
2016-11-14
3p
1,085w
Subject:
Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money
From:
"jeffrey E." <
[email protected]
>
To:
"Thomas Jr., Landon"
…winds are, the more USD/JPY buyers we see. Some in Research warn that Trump may succeed in "tax cuts, faster than any infrastructure spending," but few macro are in mood to listen. A few players believe, looking at trade weights of each with US and magnitude of EFTA01062012 sell-off,
Asia FX
may have more weakness to come than MXN. Will copper/infrastructure rally eventually help Chile? Most macro love NKY, willing to love it more. Bringing it home;…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01062012.pdf
EFTA00679914
Dataset 9
2015-09-03
2p
566w
Subject:
RE: To Do
From:
Melanie Spinella
To:
'jeffrey E.' <
[email protected]
>
…Jeffrey Epstein (
[email protected]
)" <
[email protected]
> Cc: Barrett Team <I Jeffrey I am still waiting on the Balance Sheet so we can get the ISDA done. KRW still weakening.
Asia FX
should continue to weaken. But LB should do $2MM in a SP500 Market Plus Note (17.5% buffer; unlimited upside) and $1MM in the Merck idea we had sent yesterday. You free to discuss? Paul Paul Barrett I Managing Director I Global Investment Opportunities Group I ).P…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00679914.pdf
EFTA01062010
Dataset 9
2016-11-14
2p
981w
Subject:
Fwd: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real
From:
"Thomas Jr., Landon"
To:
Jeffrey Epstein <
[email protected]
>
…winds are, the more USD/JPY buyers we see. Some in Research warn that Trump may succeed in "tax cuts, faster than any infrastructure spending," but few macro are in mood to listen. A few players believe, looking at trade weights of each with US and magnitude of sell-off,
Asia FX
may have more weakness to come than MXN. Will copper/infrastructure rally eventually help Chile? EFTA01062010 Most macro love NKY, willing to love it more. Bringing it home;…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01062010.pdf
EFTA00847132
Dataset 9
2015-09-03
2p
786w
Subject:
RE: To Do
From:
Melanie Spinella
To:
'jeffrey E.' <
[email protected]
>
…To: "Jeffrey Epstein (
[email protected]
)" <jeevacation®gmail.cotn> Cc: Barrett Team <I Jeffrey I am still waiting on the Balance Sheet so we can get the ISDA done. KRW still weakening.
Asia FX
should continue to weaken. But LB should do $2MM in a SP500 Market Plus Note (17.5% buffer; unlimited upside) and $1MM in the Merck idea we had sent yesterday. You free to discuss? Paul Paul Barrett I Managing Director I Global Investment Opportunities Group 13.P…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00847132.pdf
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