...the balance of risks tilted toward a rally, citing crowded bearish positioning, improving inflation data, and overstated Fed Credibility concerns...
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Together, these signals may imply upside risk to yields from here...
"...the more durable expression is lower dollar rather than structurally lower rates..."
How high can we push valuations before something snaps violently?
...for a market yet-again worrying about a hypothetical “loss of control” with US Treasury Yields...
"What strikes me is how much we overshot to the upside (due to leverage)… and makes me think the same is possible for the…
Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…
