The document discusses the financial outlook for 2014, focusing on currency trends and economic conditions. It highlights a regime change in the dollar's correlation to equities, the impact of Fed tapering on emerging markets, and the expected strengthening of the USD against certain currencies. It also covers trends in the yen, UK economy, and various global currencies, including the Norwegian krone, Swiss franc, and currencies in the Asia-Pacific region. The document concludes with a review of previous trades and their outcomes.
doj/DataSet10/EFTA01451184.pdf
{"title":"EX Blueprint Thin end of the wedge","key_people":["Bilal Hafeez"],"document_date":"2014-01-09","document_type":"correspondence","key_locations":["London"],"key_organizations":["Deutsche Bank AG"]}