The correspondence discusses four trades, focusing on buying 10-year Italian BTPs in anticipation of ECB QE. The writer outlines reasons for liking the trade, including macro investor interest, timing of ECB QE, and credit market resilience.
doj/DataSet10/EFTA01453854.pdf
{"title":"Jeffrey - 4 trades I like - Nav [C]","key_people":["Jeffrey"],"document_date":"2014-04-14","document_type":"correspondence","key_locations":["Europe","Italy","Germany"],"key_organizations":["ECB"],"reference_numbers":["DB-SDNY-0111693","SDNY_GM_00257877","EFTA01453854"]}