Lots More with Matt Levine and Mike Mackenzie
Odd Lots
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Treasury Trading Dynamics
This chapter explores a trading strategy involving the buying of treasuries and selling of futures contracts, emphasizing the roles of hedge funds and high-frequency traders in leveraging market conditions. It discusses systemic risks in the treasury market, the implications of recent Federal Reserve policies, and the evolving landscape of market participants post-regulation changes. Additionally, the chapter highlights the fragility of market liquidity amid volatility and the influence of private equity in maintaining stability in the credit sector.
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