The document discusses investment strategies and market views, focusing on European risk assets, ECB QE expectations, and currency trades. It outlines three main trades: investing in 10-year BTPs for duration and spread compression, a short-term tactical call on EURUSD, and a long-term position for a stronger Dollar. The document highlights the impact of ECB QE, market expectations, and low volatility on these trades.
doj/DataSet10/EFTA01453741.pdf
{"key_people":["Yellen"],"document_type":"correspondence","key_locations":["Europe","US","Italy","Germany"],"key_organizations":["ECB","Fed"]}