Global Macro, Trading and Meditation or the Quest to Objectivity
Monday, August 24, 2015
Markets Turbulences are creating huge buying opportunities in US (and EU)
One charts explain it all again : Spread of US BBB spreads vs Phily Fed is at highest since 2009 on the back of recent de-risking + supply is hitting historical high before expected rate hikes. Seems quite bullish to me !
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