Taking Stock of Inflation Concerns
MRKT Matrix
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I Like Risk Reversals, but I Don't Like Dogma
Chris Sinclair says he likes risk reversals. It's easy to be bullish on updates and bearish on down days, but you have to have that consistency understanding that sometimes the data change. The Euro makes up 50% of what we make in a year; things just got so overshot to one way as it relates to the kind of the geopolitical stuff that was going on in Europe last year or so.
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