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Fuggedaboutit.
Needless to say, Tuesday was an unmitigated disaster as the panic selling in Italian assets triggered an across-the-board, risk-off move.
So in your best mobbed-up accent...
"If you agree it's time to buy the dip, fuggedaboutit."
"But then, if you disagree, also fuggedaboutit."
According to at least one fund manager who spoke to Bloomberg, what you saw in BTPs was indeed a VaR shock as a spike in vo
Mr. H, could you be so kind as to write something on where you think inflation is headed, please? Know there was something in the Fed minutes about letting it over run a bit, and would love to hear your perspective on it. Thank you!