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How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits
Listen, you guys, I don't know Boris Rjavinski.
Two other people I don't know are Mike Schumacher a
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Maybe that $60B rebalance was Norway’s SWF reallocating to more equities vs bonds? They don’t want to hold a pile of crap on US long end created by Trump’s debt.
Seems like large rebalancing program trades would usually apply pressure throughout the day? Must be something else behind the crazy last hour reversal on Thursday.