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'jeffrey E.'; 'Richard Kahn'

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RE: Financials trade for Monday

From: Ens, Amanda
To: 'jeffrey E.'; 'Richard...

This email, a reply to a previous conversation, notes continued buying in XLF and provides a refreshed trade idea for a call spread on XLF. It cites analysis from Nigel Tupper on global stock positioning and a 'Global Quant Panorama' suggesting that stocks that are 'Bearish on Bonds' (like financials) are poised to outperform as bond yields rise.

Email
2016-11-14
Communication Source

RE: Financials trade for Monday

From: Ens, Amanda
To: 'jeffrey E.'; 'Richard...

Discusses continued buying interest in XLF, noting that funds are underweight in financials. Proposes an XLF call spread trade and includes analysis from Nigel Tupper and a 'Global Quant Panorama'.

Email
2016-11-14
Communication Source

RE: Financials trade for Monday

From: Ens, Amanda
To: 'jeffrey E.'; 'Richard...

This email, a reply to a previous conversation, notes continued buying in XLF and provides a refreshed trade idea for a call spread on XLF. It cites analysis from Nigel Tupper on global stock positioning and a 'Global Quant Panorama' suggesting that stocks that are 'Bearish on Bonds' (like financials) are poised to outperform as bond yields rise.

Email
2016-11-14
Communication Source

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