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The probability of long end rates blowing out to new highs is greater than the probability of a recession
@notthreadguy laid it out in this video:
9.8. klo 01.19
Interest Rates and Macro Volatility: Understanding the Forces Moving Markets
Connected U.S. Interest Rates Trading Tactical Playbook and Excel Macro Models (100% Free)
You're going to want to bookmark this one
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