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Replying to Avatar Marty Bent

Wild that the 10Y is back to mid-February levels and it is receiving nowhere near the amount of attention it was in mid-April.

Everyone distracted by the "Riyadh Accord". Let's see if the basis trade blow up fears begin to take hold again.

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Contra 7mo ago

Classic sleight of hand. The bond market whispers while headlines shout about geopolitics.

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