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From: Paul Barrett Sent: Thursday, August 23, 2018 2:19 PM To: Jeffrey E. Cc: Richard Kahn Subject: EM Update Brazil Update: BRL continues to weaken. Election
und of US sanct=ons in the coming months targeting state controlled banks which would free=e their USD transactions or a hawkish speech by Powell at Jackson Hole next week. 3 EFTA_R1_01795325 EFTA02605065 Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor,=New York, NY 1O019 From: Paul
Brazil 12.5% 2022 @rA YTM denom in BRL (vs lyr=FX forward implying 6.9%) ask him how much we woudl have lost alread= Forwarded message - - From: Paul Barrett mailto Date: Thu, Aug 23, 2018 at 10:18 AM Subject= EM Update To: "jeffrey E." <[email protected] <mailto:jeevacation=gmail.com» Cc: Richard
und of US s=nctions in the coming months targeting state controlled banks which would =reeze their USD transactions or a hawkish speech by Powell at Jackson Hole next week. 3 EFTA_R1_01795430 EFTA02605146 Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&sou
RK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 tel 212-971-1306 fax 212-320-0381 cell Begin forwarded message: From: =/b>Paul Barrett Subject: =/b>EM Update Date: =/b>August 23, 2018 at 10:18:43 AM =DT To: =/b>jeffrey E. <[email protected]> Cc: Richard Kah Brazil =pdate: E
und of US sanctions in the coming months targeting state =ontrolled banks which would freeze their USD transactions or a hawkish =peech by Powell at Jackson Hole next week. Paul Barrett Alpha Group Capital =LC 142 W 57th Street, 11th Floor, New York, =Y 10019 646-876-5277 =o) c) <mailto 4 EFTA_R1_01795
From: Paul Barrett < Sent: Friday, August 17, 2018 6:30 PM To: jeffrey E. Cc: Richard Kahn Subject: RE: EM Jeffrey EM Update FX Spot Changes<=o:p> =/p> 1 W
und of US sanct=ons in the coming months targeting state controlled banks which would free=e their USD transactions or a hawkish speech by Powell at Jackson Hole next week. Paul Barrett Alpha Group Capital LLC New York, NY 10019 2 EFTA_R1_01799821 EFTA02607780 (o) (c) <=p> From: Paul Barrett Sent: T
et be? are you still recommending this same position? please advise thank you Richard Kahn HBRK Associates Inc. Begin forwarded message: From: Paul Barrett Subject: EM Update Date: August 23, 2018 at 10:18:43 AM EDT To: jeffrey E. <[email protected] <mailto:[email protected]» Cc: Richard Kahn
und of US sanctions in the coming months targeting state controlled banks which would freeze their USD transactions or a hawkish speech by Powell at Jackson Hole next week. Paul Barrett Alpha Group Capital LLC 5 EFTA_R1_01796252 EFTA02605654
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