Epstein Secrets

weights of each with US and magnitude of sell-off, Asia FX may have more weakness to come than MXN. Will copper/infrastructure rally eventually help Chile? HOUSE_OVERSIGHT_023635 --- PAGE BREAK --- Most macro love NKY, willing to love it more. Bringing it home; fast macro money players are rushing to

ll" fear. Clients are torn, but the former, bullish camp wins for now, my colleagues suggest. There are skeptics though. 2) In Europe, do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc. Again, my equity team suggests, "no, reflation wave may win over Italy referend

nclude a severe global shock that could strengthen the JPY, or the return of the Eurozone crisis; for example, if the government in Italy falls after Renzi loses the referendum in December or Le Pen wins the elections in France. Long RUB/KRW Post US elections and the improved outlook for fiscal expansi

f a disorderly depreciation, as it has been already the case in the last few days with small interventions in the forward market. On the other hand, Chile’s growth remains anemic and the economy is expected to continue growing sub 2% in 2017 (Chart 71). The CLP is overvalued but recent flows Chart 70:

ll" fear. Clients are torn, but the former, bullish camp wins for now, my colleagues suggest. There are skeptics though. 2) In Europe, do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc. Again, my equity team suggests, "no, reflation wave may win over Italy referend

USE_OVERSIGHT_023717 --- PAGE BREAK --- sell-off, Asia FX may have more weakness to come than MXN. Will copper/infrastructure rally eventually help Chile? Most macro love NKY, willing to love it more. Bringing it home; fast macro money players are rushing to erase losses, year long pains through wider