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6min chapter
The Debt Ceiling Drama is Approaching
The Macro Trading Floor
How to Trade a Dollar
"I think we are very close to a scenario where it makes sense to be short, the Italian bonds and long the course of again," he says. The book has been positioned for a defensive macro environment since the beginning of the year at the macro compass. "You can basically steer the portfolio towards a defensive allocation through buying volatility or buying the Japanese yen."
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