Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
Macro Hive Conversations With Bilal Hafeez
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Is It a Good Trade?
i'd rather ling short than long at this stage, with a view of six to nine months going forward. i think that both the macro environment and some volatility around electoral law and political discussions in italy doesn't look greatly honest here. If you're a long, bit easier, you are not long for the marto market of the trade you're probably long for the carry of the trade.
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