Epstein Secrets

BRL) would be a good way to play both a rebound in the bond price and the fx. Bonds are down from 105. Brazil 10.25% 2028 @ 103 (ytm 9.78%) Paul Paul Barrett I Managing Director I Global Investment Opportunities Group I J.P. Morgan Securities LLC I J.P. Morgan Private Bank I J.P. Morgan Chase Bank N.A. 3

From: "Barrett, Paul To: Brad Wechsler CC: "Jeffrey Epstein ([email protected])" <[email protected]>, Barrett Team "Nelson, Justin D" < "Fennessey, Stephanie" Subject: RE: Trade Idea for LB Date: Fri, 19 May 2017 12:36:17 +0000 Brad Bonds are 103.375 bid this morning. So let's pass. For a h

hless Ref. 120.27 In this trade you are short the high-demand ATM contract and long the same strike with a longer tenor. Source Bloomberg 19Apr17 Paul Barrett I Managing Director I Global Investment Opportunities Group I J.P. Morgan Securities LLC I J.P. Morgan Private Bank I J.P. Morgan Chase Bank N.A. N

Paul S < Sent: Wednesday, April I , 201 / 4: 1 b PM To: Brad Wechsler Cc: Jeffrey Epstein ([email protected]); Richard Kahn; Barrett Team; Fennessey, Stephanie Subject: Ideas around Europe Brad Two things of note: 1 Vol skew on the SXSE is the most extreme it has been in 5 years. 2 Implie

er the balance sheet. We expect the company to be at 2.5x leverage by year end Prenominal Q1 earnings USD denominated so no explicit FX risk Paul Paul Barrett I Managing Director I Global Investment Opportunities Group I M. Morgan Securities LLC I M. Morgan Private Bank I M. Morgan Chase Bank M. NOT AN OF

From: "Barrett, Paul S" < To: Brad Wechsler < CC: "Jeffre E tem "Fennessey, Stephanie" Subject: Trade Idea for LB Date: Thu, 18 May 2017 13:14:31 +0000 Hi Brad Petrobras bonds are down 4-10 points today. I think this mov