Cycles Against Trends (guest: Alfonso Peccatiello)
The Market Huddle
00:00
The Long Japan Short Europe Pair Trade
I think that the intermarket relationships are inevitably going to start to evolve. But I just don't think they had just changed like this in overnight. The trouble about the long Japan short Europe trade is that it's already moved a long way. And one of the things that worries me is this LTRO or whatever TLT or whatever, when they're having to pay back and their ECB is tight.
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Transcript
