The Long Runway for Bond Shorts
What Goes Up
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Bond Positioning - Is There a Recession?
With inflation at eight %, you can't really expect bonds to settle down. And that's where you're actually gong to see a big surprise and a very interesting trade in the markets as well. So i think it will take longer than we would like, and thus, i think the trade will be around for a little bit longer,. unless we overshoot, and then we might end up in some cycles as well.
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