It’s difficult to get too concerned about econ. However combination of melt-up in risk, bubbles everywhere, more stimulus & elevated inflation breakevens means that we have number of high octane moving parts that are going to be very difficult to calibrate in 2021, DB’s Reid says

by Holger Zschaepitz
It’s difficult to get too concerned about econ. However combination of melt-up in risk, bubbles everywhere, more stimulus & elevated inflation breakevens means that we have number of high octane moving parts that are going to be very difficult to calibrate in 2021, DB’s Reid says https://t.co/kcUQgVNAwU

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