Tuesday , July 16 2019
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The convergence to zero trade is back

Summary:
Let me follow up this morning's general post with some longer term thoughts here via the Patreon platform. And while I want to make some geopolitical comments, let me look at this mostly from a markets perspective. I am once again thinking a lot about the long Anglo-Saxon bonds relative value trade...

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Let me follow up this morning's general post with some longer term thoughts here via the Patreon platform. And while I want to make some geopolitical comments, let me look at this mostly from a markets perspective.

I am once again thinking a lot about the long Anglo-Saxon bonds relative value trade...

Edward Harrison
I am a former European credit markets and M&A guy who started out as a diplomat. — so I have some pretty diverse interests.

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