Re: Oil options
[{"sender": "Nav Gupta", "recipients": ["\"jeevacation@gmail.com\" <jeevacation@gmail.com>", "Tazia Smith", "Paul Morris/db/— ME", "Vinit Sahni/d ii!"], "timestamp": "03/12/2014 09:35 PM GDT", "subject": "Oil options", "body": "Jeffrey\n\nJust got off the phone with Vinit.\nDB stopped marketmaking OTC oil options - for short dated I'd go for exch traded - better liquidity and lower transaction costs in and out.\n\nMy central scenario - Kerry Lavrov meeting Friday will be a bust and the Crimea referendum this weekend will result in \"yes\" given the 59pct ethic Russian makeup. Sunday/ Monday sanction rhetoric from ranging from g8 expulsion to Iran-style bank embargo is raised a notch. Russia follows with more threats of counter-sanctions. My sense is the Obama 5m of 696m SPR release is to show Merkel and co he will step in. He needs to because there are 8 small European and Baltic countries that rec 70%+ of their gas from Russia. Germany gets 30%.\n\nCross asset correlations outside of the US are increasing past few days - eg copper and the Turkish lira hourly charts are on top of each other past 4 days. I'm worried there is a 30-40pct(?) chance of a hard risk off move in markets in first half of next week - more focused on European equities, copper, EM FX (Turkey, ZAR, Ruble etc) than SPX. In that scenario oil is way up."}, {"sender": "Vinit Sahni", "recipients": ["jeevacation@gmail.com"], "timestamp": "03/13/2014 09:47 PM EDT", "subject": "Fw: Oil options", "body": "Jeffrey - apologise if this long to execute next time we'll be much quicker.\nNav Gupta"}, {"sender": "Vinit Sahni", "recipients": ["Jeffrey Epstein [jeevacation@gmail.com]"], "timestamp": "Thu, Mar 13, 2014 at 10:24 PM", "subject": "Re: Oil options", "body": "Iam ona plane to and from tokyo tomorrow next 2-3 days, if u need something otherwise available 24/7 on\n\nVinit Sahni"}, {"sender": "Jeffrey Epstein [jeevacation@gmail.com]", "recipients": ["Vin Shi"], "timestamp": "3/14/2014 3:39:28 AM", "subject": "Re: Oil options", "body": "thanks 4 hours for a quote ina normally fast moving market ? confirms my voiced concerns"}]