Epstein Views Up (Tazia Smith ‹, 18 Dec 2013)

Subject: Epstein Views Update 12/12 [I] From: Tazia Smith ‹ > Date: Wed, 18 Dec 2013 11:55:42 -0500 To: Paul Morris Cc: Vahe Stepanian Classification: For internal use only Not do anything in FX/significant positioning before FOMC decision Bullish japanese equities, short yen hence buy of DXJ open to a basket of single names but does not want yen exposure. suggested a quanto'd basket and he is open to it (we had that priced and quanto is not pricing well. still reviewing - now adding