@CharityHedge Hi Nick, what do you make of CLN6CLZ6 trading above 12.42 again. Its been fairly choppy so will give it some time, but in itself does it affect your constructive view on rates?
@CharityHedge Hi Nick, what do you think about chasing duration on recent peace deal headlines. We have all been here before but bonds are pretty oversold...
@CharityHedge Any thoughts on bonds here? Technical breaks galore means the path of least resistance is higher yields but the hysteria surrounding it makes me want to try a tactical rec
@CharityHedge Would you short the long end ahead of auctions and cpi? It makes sense to me but wonder how much is priced in.
Also bunds are underperforming again