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There's No Bull Case For Risk Assets

The Macro Trading Floor

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What Do You Think of the Q4 GDP Data in Germany?

negative carry trades you need to time them well and I've ill timed my entry ill But from the fundamental perspective something has to happen. So what do we make of this growth story because the market is instead on another island? And it's true Q4 is a backward-looking number, but the market is pricing European stocks as If not all your recession is avoided, but most likely actually growth isn't that bad at all for 2020.

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