The document discusses short-term and long-term investment strategies, focusing on currency options and bonds. It includes a contrarian short-term tactical call on EURUSD, a position for a stronger dollar with a one-year view, and a recommendation to scale into Nationwide (UK Building Society) bonds. The document also mentions the low implied volatility in currency pairs and the potential for higher US interest rates.
doj/DataSet10/EFTA01453746.pdf
{"key_people":["Yellen"],"document_type":"correspondence","key_locations":["UK"],"key_organizations":["ECB","Fed","Nationwide (UK Building Society)","BBVA","Fitch","S&P"],"reference_numbers":["ISIN XS1043181269"]}