Epstein Secrets

about duration we note that interest rate differentials vs. DM are still near lows. We see relatively high term premium in Peru (but tighten stop), Hungary (favoring flatteners), and Israel (vs. US payers), but keep steepeners in Asia and CZK. Favor ARS floaters (Bocan 20s) and hard currency for durati

From: Martin Zema Sent: 10/27/2017 12:43:30 PM To: Paul Barrett Subject: EM MSF - Outlook, trade updates, specials on Arg, Me; SoA, FX Stewart Oldfield I haven't read this yet, but it has updates on Arg and South Africa post the latest news/elections. From: Drausio Giacomelli Sent: Friday, October

period to now 8.10%. This said, the latter is still the highest 5Y yield level since late 2016 and Russia is with a negative return of -15% next to Hungary, Brazil and Philippines among the worst performing EM countries YTD (not considering Turkey and Argentina of course). Strategy fundamentals oversh

From: Martin Zeman Sent: 8/14/2018 10:03:46 AM To: 'Paul Barrett CC: Xavier Avila Stewart Oldfield Subject: EM Special Publication — Sanctions on Russia: New action not a game-changer but risks have increased Paul —see today's publication on Rus

138 Belgium +32 324 459 02 Canada +1 416 682 8029 Cayman Islands +1 345 914 5619 Channel Islands +44 15 3488 9059 France +33 1 44 95 59 85 Hungary +36 1301 3733 Indonesia +62 21 296 44012 Ireland +35 31 865 3753 Israel +972 3 710 2061 Italy +39 02 4024 4995 Japan +813 515 65112 Malay

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