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Christoph's avatar

Florian- what's your view on inflation swaps? As in long TIPS and short unprotected bonds (I think there's some ETFs which do it for you)? Isn't that the best way to press your overarching view that inflation is higher for longer/and more structural in nature (which I agree with)?

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ali hobballah's avatar

Another top quality analysis.. Superb read. Ty for sharing

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