The document discusses tactical trading strategies in anticipation of the European Central Bank's (ECB) Quantitative Easing (QE). It suggests buying Italian BTPs for potential spread compression, positioning for a higher EURUSD in the short term, and a stronger dollar in the long term. The document provides reasons for these strategies, including market expectations and low volatility.
doj/DataSet10/EFTA01453860.pdf
{"key_people":["Yellen"],"document_type":"correspondence","key_locations":["Eurozone","Italy","Germany"],"key_organizations":["ECB","European Central Bank"]}