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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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US Treasury (10 Yr Generic)
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10 Mar 2021 01:29
Rates 10y Dashboard: India's Rates Have Outperformed in the Correction
Attached is our daily Rates 10y Dashboard that helps identify dislocations in EM 10y rates market. In this note, we discuss the outperformance of...
Gautam Jain, PhD, CFA
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186 Views
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bearish
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US Treasury (10 Yr Generic)
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06 Mar 2021 01:14
Rates 10y Dashboard: Are EM Rates High Enough for the Risk?
Attached is our daily Rates 10y Dashboard that helps identify dislocations in EM 10y rates market. In this note, we try to address whether the...
Gautam Jain, PhD, CFA
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350 Views
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bullish
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US Treasury (10 Yr Generic)
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05 Mar 2021 01:28
Rates 10y Dashboard: Correlations Within EM Increase
Attached is our daily Rates 10y Dashboard that helps identify dislocations in EM 10y rates market. In this note, we explore the implications of the...
Gautam Jain, PhD, CFA
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384 Views
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bearish
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S&P 500 INDEX
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04 Mar 2021 07:25
U.S. Equity Strategy: Upgrading Financials, Downgrading Technology & Consumer Discretionary
The recent rate surge has upset the picture for growth stocks and, consequently, the S&P 500 is going through a consolidation phase.
Vermilion Research
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259 Views
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bearish
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US Treasury (10 Yr Generic)
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04 Mar 2021 02:20
Rates 10y Dashboard: Sensitivity of EM Rates to Rising US Rates
Attached is our daily Rates 10y Dashboard that helps identify dislocations in EM 10y rates market. In this note, we look at the sensitivity at...
Gautam Jain, PhD, CFA
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211 Views
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