Making sense of macro 30th December
Making sense of macro 30th December hashtag#beatnusssbaumer and I will be discussing: hashtag#QT causing risk tremors in The US but what about EU ? hashtag#Bonds and is risk parity back for portfolios ? Pimco is buying but look at 10 year yields for a tech picture Will JP blink before the lights go out on risk ? Keep selling those rallies is the growing chorus. Yours as they say in the pit. King USD is yours to sell as OIS gets re-priced BUT watch out for a dirty risk off USD buying move. Come and join us for a lively debate !