MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
Macro Voices
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Long Dollar Short Assets - The Only Trade That Worked Last Year
The ability to be short assets in long dollar, right, long cash was the only trade that worked last year and it worked all year. It was the most definitively clear trend trade that I've probably seen in my career. The end of tightening was pulled forward as we thought that there was going to be this disinflationary trade. That's why risk parity exposure has got crunched.
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