EFTA Document EFTA01458760
Jeffrey — we're following up our phone calls earlier this week with two trade ideas: 1) Buy Turkey 5y CDS — currently @ —253 • It seems Turkey has rallied recently on the back of the broader macro EM rally and FOMC dovishness, although fundamentally not much has changed in Turkey • General elections are taking place this weekend, which have created increased tension within Turkey and continue to generate headlines • Recent opinion polls still point to another hung parliament (additional
Summary
Jeffrey — we're following up our phone calls earlier this week with two trade ideas: 1) Buy Turkey 5y CDS — currently @ —253 • It seems Turkey has rallied recently on the back of the broader macro EM rally and FOMC dovishness, although fundamentally not much has changed in Turkey • General elections are taking place this weekend, which have created increased tension within Turkey and continue to generate headlines • Recent opinion polls still point to another hung parliament (additional
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Subject: Re: Meeting with Jeffre From: Paul Morris < Date: Tue, 14 Oct 2014 14:25:09 -0400 To: Vahe Stepanian < Cc: Classification: For internal use only thanks for organizing Vahe, sorry i couldn't join Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York, NY 10154 From: Vahe Stepanian/db/dbcom To: Cc: Paul Morris/db/dbcom@DBAMERICAS Date: 10/14/2014 02:18 PM Subject: Meeting with Jeffrey [C] Classification: Confidential Hi Lesley -
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Real Assets: Commodities — The weakness in commodities that has been seen over the past year continued this week as the Bloomberg Commodity Index fell to the lowest level since 2002. Additionally, as of July 28, the Index has fallen 9.5% month to date, which is on pace to be the worst month since September 2011. — While the fall in energy, in particular crude oil (-19.3% month-to-date. MTD), has led the weakness, it is interesting to note that this Index decline is not just a crude oi
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Subject: RE: Energy Renaissance E uities + Trade idea: KI Brent puts [C) From: Tazia Smith < Date: Mon, 03 Mar 2014 14:32:52 -0500 To: Cc: Paul Morris Vahe Stepanian < Classification: Confidential Yes, will do - thanks Jeanne! (Embedded image moved to file: pic26026.gif) Tazia Smith Director I Key Client Partners - US Deutsche Deutsche 345 Park New York Tel. Fax Mobile Email Bank Securities Inc Asset & Wealth Management Avenue, 26th Floor NY 10154 (Embedded From: To: C
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Subject: Fw: MXN Spot Rate on the January Monthly Statement (I] From: Tazia Smith .c > Date: Tue, 25 Feb 2014 13:12:15 -0500 To: Paul Morris < > Classification: For internal use only FYI Forwarded by Tazia Smith/db/ on 02/25/2014 01:12 PM From: Howard S Allen/db/ To: Tazia Smith/db/ . Cc: Josie Hall/db/ , Vahe Stepanian/db/ Zbynek Kozelsky/db/ Date: 02/25/2014 01:07 PM Subject: Re: Fw: MXN Spot Rate on the January Monthly Statement (I] Classification: For internal use only
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