Understand the economic impact of the coronavirus.
Javier Corominas on Aug 4, 2021 9:58:00 AM
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as an opportunity to enter new positions that...
Javier Corominas on Jun 28, 2021 1:11:57 PM
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key asset allocation themes are...
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