EFTA02642373

From: Paul Barrett < Sent: Tuesday, August 1, 2017 5:19 PM To: Jeffrey Epstein Cc: Richard Kahn Subject: 2 things to do Jeffrey I think we see inflation tick higher in the coming two months after 4 low mo=thly prints. If that happens we probably see the 10yr move higher by 20-30b=s 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 position=in Syr Mexican Govt bonds. They yield around 6%. So decent carry and a clea= way to get long MXN. Buy $1mm if USDMXN gets to 18.2500. Paul Paul Barrett =?xml version=.0" encoding=TF-8"?> <!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/Propertylist-1.0.dtd"> <plist version=.0"> <dict> <key>conversation-idgkey> <integer>36794</integer> <key>date-last-viewed</key> <integer>0</integer> <key>date-received</key> <integer>1501607959</integer> <key>flags</key> <integer>8590195717</integer> <key>gmail-label-ids</key> <array> <integer>6</integer> <integer>2</integer> </array> <key>remote-id</key> <string>735445</string> </dict> </plist> 1 EFTA_R1_01877067 EFTA02642373