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EFTA Document EFTA01451130
Title Matchefta-efta01451130
Case Filesd-10-EFTA01451130Dept. of JusticeEFTA Document EFTA01451130
Unknown1p
Case File
sd-10-EFTA01451130Dept. of JusticeEFTA Document EFTA01451130
Other
(2) Favor DM >EM. (3) Japan, ex-yen. Bullish Japanese Recovery, equities and assets. Bearish JPY vs. USD. (4) European Recovery. Bullish Europe. Note: Periphery spreads have collapsed, favor equity and real assets. Favor: Financials, SMID cap equities, Germany (DAX is a levered play on global growth, year- end forecast of 11,000, 12.4x) (5) Bullish USD. Bearish Euro. The year it finally fumbles? (6) Rising rates - limited opportunity, but for the Syr part of the curve. Syr part of the curve
Date
Unknown
Source
Dept. of Justice
Reference
sd-10-EFTA01451130
Pages
1
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0
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