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Picolas Uncaged
picolasuncaged.bsky.social
did:plc:k554imyyagrmzfinl54j2f4e
Short long bonds - longish short bonds. Likely some decent belly action but steepening nonetheless. Country risk premium would get baked into the long end, which I believe is very small for the US currently, as well as term premium. Inflation fears would ignite + supply overhang out the curve.
2025-08-28T23:46:38.703Z