Summary
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- US market moves have been confusing of late. We like to fade the tail risk rally, but scale into moderate risk asset classes. We continue to see value long Bunds vs USTs spread trade which now offers a better entry level.
Summary
-
- US market moves have been confusing of late. We like to fade the tail risk rally, but scale into moderate risk asset classes. We continue to see value long Bunds vs USTs spread trade which now offers a better entry level.
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