EFTA02382763.pdf

From: Vinit Sahni Sent: Friday, May 2, 2014 1:02 PM To: jeffrey E. Subject: Re: Jeffrey - Payrolls [C] Classification: Confidential Sure lets chat mond=y, what time works and what number. =b> From: "jeffrey E." [[email protected]] &n=sp; Sent: 05/02/2014 02:57 PM ZE2 To: Vinit Sahni =b> Subject: Re: Jeffrey - Payrolls [C] monday On Fri, May 2, 2014 at 2:53 PM, Vinit Sahni wrote: Classification: Co=fidential Jeffrey - strong payrolls, positioning was short into the number, reaction could have been more violent. Confirms view that US growth is strong and this could be the start of the market buying the fact that we will see a strong US recovery. Brings us back to US equity growth baskets, US rates higher especially 5s and possibly SySy, Equity over credit as volatility picks up...we are now going back to the drawing board and will look for ideas this weekend. if u have 2 mins Nav and I can get on the phone with u Best Vinit Vinit Sahni Managing Director ] Global Head - Professional Client Group & Key Client Partners Capital Markets Group Deutsche Asset & Wealth Management 105/108 Old Broad St (Pinners Hall), EC2N lEN London, United Kingdom Tel. EFTA_R1_01398870 EFTA02382763  Mobile Email Any proposed ideas are being delivered to you by the DeAWM Key Client Partn=rs ("KCP") London desk for discussion purposes only, and do not create any legally binding obligation on the part of Deutsche Bank AG and / or its affiliates ("DB"). These ideas are for the consideration of the intended recipients of this mail only. The KCP London desk does not provide investment advice. All intended recipients are Professional investors (as defined by MiFID), who understand the strategy, characteristi=s and risks associated with any ideas proposed herein and will be able to evaluate it independently. All trades on proposed ideas shall be subject to the relevant internal approvals prior to execution. This e-mail may contain confidential and/or privileged information. If you =re not the intended recipient (or have received this e-mail in error) plea=e notify the sender immediately and delete this e-mail. Any unauthorized c=pying, disclosure or distribution of the material in this e-mail is strict=y forbidden. Please refer to http://www.db.com/en/content/eu_disclosures.htm for =dditional EU corporate and regulatory disclosures and to http://www=db.com/unitedkingdom/content/privacy.htm <httpl=www.db.com/unitedkingdom/content/privacy.htm> for information about privacy= =C2 please note The information contained in t=is communication is confidential, may be attorney-client privileged, ma= constitute inside information, and is intended only for the use of the addressee. It is the property of Jeffrey Epstein Unau=horized use, disclosure or copying of this communication or any part th=reof is strictly prohibited and may be unlawful. If you have received t=is communication in error, please notify us immediately by return e-mail or=by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies t=ereof, including all attachments. copyright -all rights reserved This e-mail may contain confidential and/or privileged information. If you =re not the intended recipient (or have received this e-mail in error) plea=e notify the sender immediately and delete this e-mail. Any unauthorized c=pying, disclosure or distribution of the material in this e-mail is strict=y forbidden. Please refer to http://www.db.com/en/content/eu_disclosures.htm for additio=al EU corporate and regulatory disclosures and to http://www.db.com/united=ingdom/content/privacy.htm for information about privacy. 2 EFTA_R1_01398871 EFTA02382764