EFTA01451168.pdf

Deutsche Bank Markets Research Global Foreign Exchange FX Spot 9 January 2014 FX Blueprint Thin end of the wedge Theme #1: Holler for dollars: Buy USD vs. NZD, CHF, SGD, buy EUR/USD risk 'Research Team reversal IA)(141(O1 Theme #2: Play it again, Ilan: Buy USD/JPY Biel Hafeez Theme #3: Home Counties trump Mounties: Buy GBP/CAD James Malcolm Theme #4: Swiss NOK'd-Out: Sell CHF/NOK Henrik Gullberg George Satan)los Theme #5: Dingo unchained: Buy AUD/NZD Seldhaith Kapoor Theme #8: SEK to score with thaw: Sell EUR/SEK, buy EUFI/NOK put Oliver Harvey Theme #7: Trend not bitter end: Follow trend in JPY and CAD Nicholas Wang Theme #8: Bahl not faulty, China still finer: Buy USD/INR put, buy USD/SGD, sell USD/CNH, sell JPY/KRW Nm•, )"O:k Theme #9: Pole dances, TRY trips: Sell EUR/PLN, sell USD/ILS, sell EUR/HUF, Alan Ruskin sell EUR/RUB. buy USD/TRY Daniel Breton Theme #10: Pesos no prickly pair: Buy MXN vs. USD, CLP, RUB, buy CLP/COP Drausio Giacomolk Guilherme Marone Theme #11: Vol to roll: Buy EUR/USD FVAs, USD/JPY vol swaps end risk reversals, AUD/USD puts Stne.apO1O Seined God Mallika Sachdeva Pen KoJodi* Main Boyton Tokyo Taisuke Tanaka Head of FX Strategy Real Halm Deutsche Bank AG/London DISCLOSURES AND ANALYST CERTIFICATIONS ARE LOCATED IN APPENDIX 1. MICA4P) 054/04/2013. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 107439 CONFIDENTIAL SDNY_GM_00253623 EFTA01451168