The document provides an analysis of currency trends and recommendations for investments in the EMEA region. It suggests going long on PLN and HUF due to competitive real exchange rates and strong German demand, while staying short on TRY due to insufficient reserves and external deficits. The document also discusses the impact of the Fed's monetary policy on global currencies and highlights the performance of various currencies in the region.
doj/DataSet10/EFTA01446665.pdf
{"title":"FX Blueprint: Thin end of the wedge","document_date":"2014-01-09","document_type":"tabular","key_locations":["EMEA","Poland","Germany"],"document_subtype":"financial analysis","key_organizations":["Deutsche Bank"],"reference_numbers":["DB-SDNY-0100966","SDNY_GM_00247150","EFTA01446665"]}