EFTA Document EFTA01471137

Subject: Key themes & trades From: Uzair Ageel Date: Thu, 25 Sep 2014 08:07:10 -0400 To: Tazia Smith Cc: Nav Gupta Vinit Sahni Paul Morris Caroline Kitidis Hi Tazia, Here are some trades we're thinking about that Nav suggested you may wish to highlight to Jeffrey Epstein. Key themes: Divergence in monetary policy between the Fed & Bank of England on the one hand and ECB & Bank of Japan on the other Continued capital inflows into Asian countries where financial conditions are easing