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More balanced analysts and strategists than fund mangers
The sell-off in long-term US interest rates is relentless and undoubtedly painful for many. We should give credit to the analysts and strategists who have held more balanced views on USD interest rates than fund managers. F...

 

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US Mortgages | Negative convexity hedging with swaptions

Relentless rates sell-off. Short gamma whipsawing ahead