Epstein Secrets

489144 Mother point to highlight from the financial fair value metric, other than the cheapness of TRY and ZAR in particular, is the resilience of Central Europe (HUF. CZK, PLN, RON). We have been highlighting our bullish bias on the region (HUF and PLN in particular), and the financial fair value metric cor

ch' levels we have seen in the recent past. N EFTA_R1_01609452 EFTA02489141 2) Financial fair value (based on a regression of spot on S&P, VIX, Crude, CRB, US 10y, DXY, carry): According to our short term 'financial fair value' metric, EM FX is cheap almost across the board, with ZAR being the t

89339 Another point to highlight from the financial fair v=lue metric, other than the cheapness of TRY and ZAR in particular, is the =esilience of Central Europe (HUF, CZK, PLN, RON). We have been highlightin= our bullish bias on the region (HUF and PIN in particular), and the financial fair value metric corr

ut we are st=ll far below the 'stretch' levels we have seen in the rece=t past. 2) Financial fair value (based on a regression of=spot on S&P, VIX, Crude, CRB, US 10y, DXY, carry): According to our short term 'financial fair =alue' metric, EM FX is cheap almost across the board, with ZAR bei=g the th

89960 Another point to highlight from the financial fair value metric, other than the cheapness of TRY and ZAR in particular, is the resilience of Central Europe (HUF. CZK. PLN. RON). We have been highlighting our bullish bias on the region (HUF and PLN in particular), and the financial fair value metric cor

ch' levels we have seen in the recent past. N. EFTA_R1_01610718 EFTA02489957 2) Financial fair value (based on a regression of spot on S&P, VIX, Crude, CRB, US 10y, DXY, carry): According to our short term financial fair value' metric, EM FX is cheap almost across the board, with ZAR being the th