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Trade Write-Ups: Bonds and FX
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Trade Write-Ups

Trade Write-Ups: Bonds and FX

The set up

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Capital Flows
Apr 30, 2025
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Trade Write-Ups: Bonds and FX
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See the ES view I laid out here. MSFT earnings continue to confirm what I have laid out:

We have moved to another short-term inflection point in rates and FX.

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