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Chasing Our Tales
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Chasing Our Tales

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The Credit Strategist
Nov 06, 2023
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Chasing Our Tales
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As stated in my last blog post, last week’s strong Treasury rally was significantly driven by extreme short positioning entering the week. As such, I would not be surprised to see Treasuries give back a decent amount of last week’s gains over the next couple of weeks.

Last week, three pieces of “good news” that were not priced into the market sent ne…

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