Fed
@lord_fed
Cross-Asset PM, predominantly L/S equities, commodities and FX. Sometimes rates, sometimes memes.
加入 October 2017
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Anyway… where was I.
Well we don’t really need a hike, but we are going to get one. As I wrote in the tweet last night, perhaps it will be a one and done kind of thing.
10s are nearly 3sd below their 1yr mean, positioning is extremely light, and everyone suddenly seems convinced yields only go one way.
Theres plenty of reason to start liking the other side
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