Macro, rates and FX
Amina Kay
Institutional-style macro notes for private investors: central-bank reaction functions, dollar liquidity, bond positioning, and trade scenarios with clear invalidation levels.
Verified@aminakay2,312 subscribersSince Mar 2021
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julianbc@hotmail.co.uk
Testing the comment thread. Looks great.
Amina Kay
If 10y real yield closes below 1.6% on a sustained basis I cut to a starter.
subscriber-1208
What level on real yields makes you cut sizing on the carry trade?