The Long Runway for Bond Shorts
What Goes Up
What's the Lay of the Land With Stock Bond Correlations?
The biggest one you hit on, and i'll talk about the others in a second, is the stock bond correlation. We've seen over certain periods of time, particularly in the last month, we started to see that correlation in the short run, spiking as well. The other correlations that we have seen that are interesting is that you've also seen some interesting correlations between fixed income and currencies. And you've even seen very different correlations between energies and equities this year.
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