Trading memo discussing US VAT proposal and FX strategy ahead of Feb 28, 2017 presidential speech

Trading memo discussing US VAT proposal and FX strategy ahead of Feb 28, 2017 presidential speech The passage is a financial analysis and trading recommendation with no substantive allegations, misconduct, or links to powerful actors beyond generic references to the President and Congress. It offers no actionable investigative leads. Key insights: Discusses a proposed US VAT (BAT) and potential WTO issues; Speculates on impact of the proposal on USD strength and inflation breakevens; Mentions possible presidential speech on Feb 28, 2017 as a trigger for market clarity