How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits

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 and Zachary Griffiths. But while I don't know Boris, Mike and Zachary, I do know two things about them. The first thing I know is that they work at Wells in the FI department and last week, they got together and penned a 3-page note on pension rebalancing flows called "We Expect a Historically Large $60 Billion Outflow from Bonds to Equities." The second thing I know is that today, Friday, they
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2 thoughts on “How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits

  1. 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.

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