From: jeffrey E. <[email protected]> Sent: Tuesday, August 1, 2017 5:23 PM To: Paul Barrett Subject: Re: 2 things to do ok On Tue, Aug 1, 2017 at 1:19 PM, Paul Barrett =lt <mailto > wrote: Jeffrey I think we see inflation tick higher in the coming two months after 4 low m=nthly prints. If that happens we probably see the 10yr move higher by 20-3=bps and banks take another leg up. Buy another $2mm of XLF (Fins etf). We have $1mm which is up —3%. MXN remains on my radar. If we get to 18.25 I would like to build a positio= in 5yr Mexican Govt bonds. They yield around 6%. So decent carry and a cl=an way to get long MXN. Buy 51mm if USDMXN gets to 18.2500. Paul Paul Barrett <tel > =/span> please note The information co=tained in this communication is confidential, may be attorney-client pr=vileged, may constitute inside information, and is intended only for JEE Unauthorized use= disclosure or copying of this communication or any part thereof is str=ctly prohibited and may be unlawful. If you have received this commu=ication in error, please notify us immediately by return e-mail or by e=mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereo=, including all attachments. copyright -all rights reserved </=iv> EFTA_R1_01877147 EFTA02642410

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