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Marko Papic: Game Over For The Oil Bulls
The Macro Trading Floor
Do You Agree With Marco That Effectively Getting Commodities Right Will Get You as Well as All the Macro Right?
The price at the pump is more or less the new inflation tarket of the fedeal reserve, that's clearly linked to what's going on depolitically as well. The top trade we have been pulling out on t e macke trading floor has been basilitt bein bon flattner tadis the best expression ever to stens inversion to proceed further. We are at minus 17 basis point as we speak. But to day we got that change of sign tat to liano on a bond long bon to ray position. And mark o'Mara said he was short oil but it will probably still be better risk reward from his perspective than being outright short here and
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