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EFTA00847072

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ul Morris , Vahe Ste anian Arian Dwyer Subject: FW: Faria: Brazil Daily Update [C] Date: Fri, 04 Sep 2015 18:31:55 +0000 , Stewart Oldfield , "'Richard Kahn"' Classification: Confidential Relevant Brazil update. 5y on the run CDS at 384. USDBRL 3.8485. My impression is that there is still time to sho

5 18:31:55 +0000 , Stewart Oldfield , "'Richard Kahn"' Classification: Confidential Relevant Brazil

t slightly to 9.4% from 9.3%, and our 2016 IPCA projection to 5.9% from 5.4% (mainly due to the weaker FX). We now expect the BRL to finish 2015 at BRL3.70/USD, and 2016 at BRL3.90/USD (instead of BRL3.40/USD and BRL3.65/USD, respectively). Despite the higher inflation, we continue to expect the BCB to cut

EFTA00685296

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From: Daniel Sabba To: "'Jeffrey E."' <[email protected]> CC: Paul Morris , Vahe Stepanian , Stewart Oldfield , Ariane Dwyer "'Richard Kahn"' Subject: RE: Faria: Brazil Daily Update [C] Date: Thu, 10 Sep 2015 14:48:40 +0000 Inline-Images: image001.png Classification: Confidential CDS

, Stewart Oldfield , Ariane Dwyer "'Richard Kahn"' Subject: RE: Faria: Brazil Daily Update [C] D

EFTA01474562

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From: Daniel Sabba Sent: Thursday, September 10, 2015 10:49 AM To: 'jeffrey E.' Cc: Paul Morris; Vahe Stepanian; Stewart Oldfield; Ariane Dwyer; 'Richard Kahn' Subject: RE: Faria: Brazil Daily Update [C] Classification: Confidential CDS at highs again. Your position at last night's close was at 1,017,400.

Sent: Friday, September 04, 2015 2:32 PM To: 'jeffrey E.' Cc: Paul Morris; Vahe Stepanian; Stewart Oldfield; Ariane Dwyer; 'Richard EFTA01474562 Kahn' Subject: FW: Faria: Brazil Daily Update [C] Classification: Confidential Relevant Brazil update. 5y on the run CDS at 384. USDBRL 3.8485. My i