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sd-10-EFTA01452313Dept. of Justice

EFTA Document EFTA01452313

Financial Record

On Fri, Jan 24, 2014 at 6:25 AM, Vinit Sahni a wrote: Classification: For internal use only Jeffrey - quick update, market is long and hurting here. EM driving a risk off move here. Positioning is very skewed here and there is pain on the street in Credit, Equities, Rates and FX. Itraxx main has moved 8bps today from the tights (73 to 81) and liquidity has dried up in credit spreads !!! 1) think MXN bonos still best EM risk there, however correlations in EM are moving up. Chart of Ashmo

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Dept. of Justice
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sd-10-EFTA01452313
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