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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Overshoot to the Upside of QE
The big discounts that you've seen front with rates relative to, you know, called banks to utilities, copper to gold, happen during periods of QE. However, periods of QT, you see a material overshoot to the upside. And we've only had really one sort of event so far. So now we're rates of significantly overshot where some of the market internals price fair value for growth and inflation. It's positive now, positive by 60 basis points. So it's plus 60.
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