Macro Mondays

#9 - Coups, YCC and the big rotation trade


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Is the big rotation now ongoing in rates and equities after the BoJ steepened the JGB curve?

Find out as we discuss the bizarre developments in Niger, Jeddah and Japan in light of the material steepening of the USD curve.

You can find more on www.stenoresearch.com and use the exclusive code Macro30 to get 30% off your annual subscription.

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Macro MondaysBy Andreas Steno Larsen and Mikkel Rosenvold

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