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Inflation Will Fall off A Cliff In 2023 | Warren Pies

The Macro Trading Floor

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Fixed Income and Energy Equity Exposures - Is That a Good Pair?

Warren: We think there are multiple regimes coming together for fixed income so that's our base level we have the most conviction around that inflation's falling. So I think the two-year has the most potential right here it's got the highest yield obviously inverted yield curve. With to spice up a little bit we would make the trade to pair that fixed income exposure with long equity energy equity exposure.

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