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Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
What Are the Main Reasons for That Rally?
Investors interpreted the july po m c Bowell statement as a higher likelihood that the fat isn't gong a keep blindly high. The second part of the rally was a big gamma squeeze slesh volatility targeting funds and risk parity funds, which were pretty much under alocated to risk.
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