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We Are Headed For A Deep Recession | Jesse Felder
The Macro Trading Floor
Is the European Central Bank Going to Step in to Find Inflation?
markets don't know when to expect the european central bank to step into a to guide markets on o on bon spretsi. It's essentially just a weak promise to step in at some point if things turn really sour. The zb has no guidance whatever on to expect teterminal rate to be in the uro curve. So i'm perfectly in the camp of selling your dollar on this message. Because either they will have to do something about the situation in italian bonds, or else they will allow italian bonds to sell off. And that's not a pleasant scenario for the uroson either. But thankfully, finally, this works for my long dollar position against
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