Bloomberg Surveillance TV: June 21, 2024
Bloomberg Surveillance
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Analyzing Market Trends and Conviction Levels in Bond Trading
This chapter delves into the transition of trend following strategy from being short on bonds to potentially being long on bonds. Katie Kaminski from Alpha Simplex discusses the increasing long signals in European and international debt markets due to central bankers cutting rates, with the U.S. curve still seen as short-term short unless there is a sustained risk-off environment.
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