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Writer's pictureEdward Ballsdon

Credit Spreads (and Gold)


RESEARCH CONTENT


An analysis of the poor risk/reward of 5yr US CDX Corporate Spreads and 10yr Btps Bund spreads.


Given the outsized move in Gold today, a look at previous price action around QT/QE and current technical indicators which together suggest that "new news" will result in outsized moves.

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Macro and Market Update

Data, charts and discussions on important themes, including: Update on inflation in various countries, showing that this is no longer a...

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