tag:blogger.com,1999:blog-7585635149883470944.post7360891532142887555..comments2023-12-01T14:09:28.947+00:00Comments on Polemic's Pains: Let the slaughter begin. Polemichttp://www.blogger.com/profile/05985506596290073453noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7585635149883470944.post-56427535295495818842015-01-07T03:30:28.068+00:002015-01-07T03:30:28.068+00:00"Yield sluts" is even better.... of cour..."Yield sluts" is even better.... of course we are one innit :-)LBnoreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-35347712387484646302015-01-06T14:14:20.758+00:002015-01-06T14:14:20.758+00:00Very right on the funding currency point-to copy m...Very right on the funding currency point-to copy macro-man comment posts reflexivity seems to be driving the USD/EUR switch...look at short term basis- Fra/ois and its ilk, negative or low rates have stomped on it and in extreme cases- CHF have inverted, regulation also has played a part- less appetite to punt that product suite ...re EM agree just a risk management exercise and the "yield tarts" (should trademark that-or start a fund) will be out in force when the exercise is over.Anonymousnoreply@blogger.com