USD 30Y | The most difficult trade | Julia Coronado

Alessio Farhadi

Speevr Intelligence
October 3, 2023

The most difficult trade right now
There's an old saying: the most difficult trade is often the right one. Unfortunately, it does not make for a sound investment thesis, so it's better to be honest and upfront about it.
Given that most fund managers were bullish on long-dated US ...

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