This Is It
The Macro Trading Floor
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Long Boons: A High Conviction Trade
I wouldn't even rule out that we get months with a decline in the consumer price index within say three, four months from now. But given how central banks remain extremely reluctant in taking a stance on this and instead want to just ensure and talk,. I think the safest bet from a curve perspective is actually to be loan duration in the very fine. And I'm still loaned the TLT as a consequence. Okay, if it's trade idea time, then I'm going to shoot mine.
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