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Heresy! Don’t Doubt The Narrative
It seems like I've been chained to this damn keyboard writing about 10Y yields and the long USD thesis for five straight days.
Oh wait, that's because I have.
On Friday, I cited Bloomberg's Mark Cudmore, who reiterated my own feelings about the increasingly repetitious character of the research coming out of the Street. "Every day is about Trump and every note is about the same four or five crowded trades," I said on Wednesday. "I've been overwhelmed by the number of analyst notes recommending
I actually had a really good week with this contrarian trade. Now on to the Jura Camas an Staca.