Speculative shorts in bond futures are at extreme levels. The crowd may be right, but if there is not a Democratic sweep in the election, the short covering could be equally extreme. Click here to read the entire article on Forbes.
(BLOG) Week in Pictures: Oct 5, 2020
As we get closer to the election, sector performance and volatility divergence in the equity and credit markets is growing. The post-election macro outlook is likely to be dominated by sector and asset class rotation rather than out-sized moves at the broad index level.