​
This week, short US 10Y gets added as a hedge. Considering both a significant reduction of cyclical risk globally and the advanced cycle phase in the US, there is the potential for US IR to (once again) overshoot to the upside. This would likely have a negative impact on most other assets and the majority of trades in investors’ portfolios.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.