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Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ng RUB/ZAR (positive on oil, cautious on S African politics). • Short EUR/SEK, strong Swedish growth, limiting room for Riksbank easing. 2 Global Cross Asset Strategy – Year Ahead | 30 November 2016 The Trump inflection Changes today: Add NKY long, 10Y real rate short and CNH put...

Table 1: Current cross asset trades
document IMAGES-002-HOUSE_OVERSIGHT_014433.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…g RUB/ZAR (positive on oil, cautious on S African politics). ¢ Short EUR/SEK, strong Swedish growth, limiting room for Riksbank easing. Current trade recommendations 2 Global Cross Asset Strategy - Year Ahead | 30 November 2016 BankofAmerica <2” Merrill Lynch HOUSE_OVERSIGHT...