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Unpacking the Credit Crisis in China with Jens Nordvig

Lead-Lag Live

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Analyzing the Turning Point in the Hiking Cycle and Bond Trades

This chapter explores the turning point in the hiking cycle and the potential bond trades that will emerge. It discusses the interest of institutional investors and real money players in fixed incomes and highlights the importance of timing and finding the right entry point for maximum capital appreciation. The chapter also mentions tracking the duration exposure of US bond funds and provides information on how to access the speaker's work.

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