The document discusses the FX strategy for Latin American currencies, focusing on USD/MXN and BRUCLP. It highlights the impact of political and economic events in Mexico and Brazil on currency movements. The document suggests shorting MXN due to political noise and potential NAFTA negotiations, and going long on BRUCLP due to Brazil's fiscal challenges and upcoming elections.
doj/DataSet10/EFTA01387385.pdf
{"title":"FX Blueprint - Theme #12: Tequila sunset","key_people":["Sebastian Brown"],"document_date":"2018-01-09","document_type":"correspondence","key_locations":["New York","London","Mexico","Brazil"],"key_organizations":["Deutsche Bank AG"],"reference_numbers":["DB-SDNY-0089904","SDNY_GM_00236088","EFTA01387385"]}