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4min chapter
This Is It
The Macro Trading Floor
The European Central Bank's Position on the Inflation Curve
Andrew Bailey: Central banks trying to get ahead of the inflation curve end up with weaker currencies as a consequence. 30 year bond deals in the mortgage base in the US started dropping through the hiking cycle, you already now see the repercussions of that in the housing market in the US. In 2008, home builders rallied twice by 50%. This is how much the flow driven, position driven kind of rally and the low volatility flows can actually exacerbate these short squeezes.
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