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businessAug 6, 202338:47pending

#9 - Coups, YCC and the big rotation trade

Macro Mondays

About this episode

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.

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#9 - Coups, YCC and the big rotation trade

Macro Mondays

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38:47

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