Surveillance: Formula One Growth with Horner
Bloomberg Surveillance
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Do You Think the Reopening in China Is the Biggest Crowded Trade?
If there isn't a position that is very crowded in the bond market, it's definitely higher short rates. Other than that, if you want to look for crowded trades, I'd have to maybe say the reopening in China is probably on my radar as being the biggest crowded trade that we're seeing right now.
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