Dollar slides on easing trade tensions, Fed expectations
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CMWAY
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June 12, 2025 at 2:28 AM
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Keep in mind this is mean reverting back to historically normal levels.
Also long-term bondyles are based on economic data which is still good.
Short-term FedExpectations are driven more by sentiment.
Long bonds? I'm 38% long bonds, 11% volatilitity adjusted bonds.
Also long-term bondyles are based on economic data which is still good.
Short-term FedExpectations are driven more by sentiment.
Long bonds? I'm 38% long bonds, 11% volatilitity adjusted bonds.
March 31, 2025 at 2:49 PM
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