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LI (UK) +44 20 7995 6118 [email protected] Athanasios Vamvakidis FX Strategist MLI (UK) +44 20 7995 0790 [email protected] N Kamal Sharma FX Strategist MLI (UK) +44 20 7996 4855 [email protected] Myria Kyriacou FX Strategist MLI (UK) +44 20 7996 1728 [email protected] Rua
Page: HOUSE_OVERSIGHT_010616 →[email protected] Global Emerging Markets Claudio Irigoyen LatAm FI/FX Strategy/Economist MLPF&S +1 646 855 1734 [email protected] David Hauner, CFA EEMEA Cross Asset Strategist MLI (UK) +44 20 7996 1241 [email protected] Claudio Piron Emerging Asia FI/FX Strategist Merrill Lynch (Sin
Page: HOUSE_OVERSIGHT_010616 →Investment Strategy
18 variance swap Benjamin Bowler Long SX5E short SPX Dec 18 variance spread Abhinandan Deb Eurostoxx 2y/3y put calendar Abhinandan Deb Short EUR/SEK Kamal Sharma Long USD/CNY call Claudio Piron FX Short GBP/USD Kamal Sharma Long USD/AUD lan Gordon Long RUB/ZAR David Hauner 2s-5s-10s fly Shyam S.Rajan Fixed Inc
Page: HOUSE_OVERSIGHT_014433 →calendar Abhinandan Deb Short EUR/SEK Kamal Sharma Long USD/CNY call Claudio Piron FX Short GBP/USD Kamal Sharma Long USD/AUD lan Gordon Long RUB/ZAR David Hauner 2s-5s-10s fly Shyam S.Rajan Fixed Income Short US 10y real rates Shyam S.Rajan Paying 5y GBP real rate swap Mark Capleton Buy 30y US |G Industrial sp
Page: HOUSE_OVERSIGHT_014433 →S [email protected] [email protected] Mark Cabana, CFA Rohit Garg MLPF&S Merrill Lynch (Singapore) [email protected] [email protected] Kamal Sharma MLI (UK) ksharma32 @baml.com What if populism is too popular? ¢ G10: Short inflation/long duration through US 3-year 0% US inflation floors as stimu
Page: HOUSE_OVERSIGHT_014752 →merica Global Rates, FX & EM 2017 Year Ahead | 16 November 2016 21 Merrill Lynch HOUSE_OVERSIGHT_014751 --- PAGE BREAK --- Best Contrarian Trades David Hauner, CFA Ezequiel Aguirre MLI (UK) MLPF&S [email protected] [email protected] Mark Cabana, CFA Rohit Garg MLPF&S Merrill Lynch (Singapore)
Page: HOUSE_OVERSIGHT_014752 →egura-Cayuela Europe Economist Mark Capleton Rates Strategist MLI Athanaslos Vamvakklls FX Strategist Sphia Salim Rates Strategist MLI KIK) Kamal Sharma FX Strategist MLI MLI Myria Kyriacou FX Strategist MLI Rualtt Houdhane Rates Strategist Global Emerging Markets David Hauner. CFA EEMEA Cross
gist MLI KIK) Kamal Sharma FX Strategist MLI MLI Myria Kyriacou FX Strategist MLI Rualtt Houdhane Rates Strategist Global Emerging Markets David Hauner. CFA EEMEA Cross Asset Strategist MLI IUK) Claudio Idgoyen LatArn FIrFX Strategy/Economist MLPF&S Claudio Piron Emerging Asia FUFX Strategist
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