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Assessing Recent Dynamics in the World of Vol

Alpha Exchange

CHAPTER

Introduction

This is supposed to be a brief review of the second quarter of 2023. Recall that our Q1 review came in the immediate aftermath of the SVB debacle. The KRE was down 25% on the year and incredibly the yield and the two-year note had fallen by as much as 130 basis points. Fast forward to the end of Q2, that same treasury security, now yields around 5%.

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