Surveillance: Fighting Inflation with Weinberg (Podcast)
Bloomberg Surveillance
00:00
Short Bond Signals
Kaminski: We need to see more confirmation that we're kind of starting to see some sort of recovery. The biggest things that we look are empirical trandsant acid prices, and what's interesting right now is that you are seeing very, very similar patterns to what we saw during a rising rate environment. Is it a crowded trade? Very few people are comfortable shorting bonds, and very few people are uncomfortable with the trade we've had this year.
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Transcript
