EFTA01171349Dataset 9
8p5,883w
…DM, long MSCI EMU vs. S&P500 and long DAX vs. Eurostoxx50. • Credit — We move to UW US HG and prefer EM Sovereigns vs corporates. Seamus Mac Gorain • Foreign exchange— We still prefer USD/JPY and EUR/JPY to EUR/USD given the risk of further QE in the US. • Commodities — The Thai floods may reduce global rice exports considerably, Matthew Lehmann leading to a potential rise in EM food price inflation. • Risk markets reversed part of their post EU…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01171349.pdf