Michael Hartnett at BofA has some ideas. Tale of the Tape: UK govt announces biggest fiscal loosening since 2009ex. Covid (Chart4)…UK gilt yields surge 25bps to YTD highs; bond vigilantes biding time in 2020s era of ongoing fiscal excess; price action says US risk assets need financial conditions to ease in Q4 for rally (risk
The post What are the White House trades? appeared first on MacroBusiness.