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    • How Long Risk-On?

      How Long Risk-On?

      The Forex Market· 30 minutes ago

      What marvels a little retreat in 10y yield can do – while Sep 25bp rate cut odds at 44% are practically equal to 43% of rates unchanged (and 12.5% odds...

    • Weitz Fixed Income Insights: Great Expectations

      Weitz Fixed Income Insights: Great Expectations

      GuruFocus.com via Yahoo Finance· 6 days ago

      As a stark example, since the Fed's pivot, we have seen significant increases in the price of a wide range of commodities including oil and gasoline,...