The Think Tank: Macro Discussion and Opportunities Brainstorming

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Interesting! There is the risk that rates will be raised higher for longer, for market has taken off rate cuts until the very end of the year.

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On the other hand, am seeing reports of money flowing into bond ETFs too, so others share your view.

We have two threads on bonds:

Would you perhaps share how you’re looking at playing bonds in a bit more detail? Which ticker, duration etc. Thanks!

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