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Daily Archives: 7th July 2019

7th July 2019

Liquidity aplenty, but expensive to hold

… and greater risks emerging Until the late pull back when markets were undermined by the minutiae of the timing of any Fed rate cut, it was looking fantastic. Actually, we don’t think it changes much and it is looking very good still. We’re in the midst of the mightiest bond grabfest in history. We […]
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