Document Mentions (3 shared documents)

EFTA02605272

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ork, =Y 10019 646-876-5277 =o)(c) mailto From: =aul Barrett Sent: Friday, August 17, 2018 2:30 PM To: 'jeffrey E.' <jeevacation@ mail.com> Cc: 'Richard Kahn' 2 EFTA_R1_01795621 EFTA02605273 Subject: RE: EM Jeffrey EM Update FX Spot Changes 1 Week 1 =onth 3 =onth 6 =onth 1 =r BRL -2% -2.58%

From: Richard Kahn Sent: Thursday, August 23, 2018 2:38 PM To: A

azil local currency bond prices have been very stable. =ost of the move has been in USDBRL. Best Option — Brazil 12.5% 2022 @7% YTM denom =n BRL (vs lyr FX forward implying 6.9%) • Russian RUB govt bonds down 2 points. Mainly a RUB move. Best Option - Russia 6.4% 5/27/2020 @ 7.45% YTM denom =n RUB (vs

EFTA02620335

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0019 <mailto From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected] <[email protected]» Cc: 'Richard Kahn' < <mailto Subject: EM > > 2 EFTA_R1_01826065 EFTA02620336 Jeffrey Summary of some options when ready: • Brazil local currency bond prices

nday, October 15, 2018 7:03 PM To: Cc: Richard Kahn Subject: RE: EM TRY Spot 5.7799. lyr Forward a

azil local currency bond prices have been very stable. Most of the move has been in USDBRL. Best Option — Brazil 12.5% 2022 @7% YTM denom in BRL (vs lyr FX forward implying 6.9%) • Russian RUB govt bonds down 2 points. Mainly a RUB move. Best Option - Russia 6.4% 5/27/2020 @ 7.45% YTM denom in RUB (vs

EFTA02605650_email_004

3 mentions1 same-page

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Capital LLC From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected] <mailto:[email protected]» Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options when ready: • Brazil local currency bond prices have been very stable. Most of the move has been in

.com <mailto:[email protected]» Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options w