From: Vinit Sahni To: [email protected] Subject: Re: Jeffrey - Mexico -> MBONO 30y look interesting [C] Date: Thu, 16 Jan 2014 15:56:41 +0000 Inline-Images: unnamed; unnamed(1); unnamed(2); unnamed(3); unnamed(4); unnamed(5); unnamed(6); unnamed(7); unnamed(8); unnamed(9); unnamed(10); unnamed(11); unnamed(12); unnamed(13); unnamed(14) Classification: Confidential watching USDMXN closely technically 13.50 important level, now 13.31. Yesterday Govt announced that inflows from energy reforms only happens 2015 as regs need to come in place first, not a real surprise, but market was quite bullish and govt threw some cold water. Yields moved up a bit yesterday, rallying today. The story still unchanged... FYI, most people that hedge their fixed income positions, just trade it thru the ccy and thats why ccy a bit volatile. For people who cant stomach the position MTM (the index trackers) they hedge the ccy... Vinit Sahni Managing Director I Global Head - Professional Client Group 8 Key Client Partners Capital Markets Group Deutsche Asset 8 Wealth Management 105/108 Old Broad St (Pinners Hall), EC2N 1 EN London. United Kingdom Tel. +4 Mobil Email Any proposed ideas are being delivered to you by the DeAWM Key Client Partners ("KCP") London desk for discussion purposes only. and do not create any legally binding obligation on the part of Deutsche Bank AG and / or its affiliates ("Dr). These ideas are for the consideration of the intended recipients of this mail only. The KCP London desk does not provide investment advice. All intended recipients are Professional investors (as defined by MiFID). who understand the strategy. characteiistics and risks associated with any ideas proposed herein and will be able to evaluate it independently. All trades on proposed ideas shall be subject to the relevant internal approvals prior to execution. Purrins* gmfoow From: Jeffrey Epstein [email protected]> To: Vinit Sahnildb/dbcom@DBEMEA, Date: 14/01/2