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mktwgoldstein.bsky.social
•
28 days ago
Morgan Stanley's got a chart on everything tariffs, from quick repeal to tariffs foreva, and all the major asset classes
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omsmith.bsky.social
•
28 days ago
I assume they’re saying buy short term US treasuries?
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mktwgoldstein.bsky.social
•
28 days ago
'We think investors should use any rise in Treasury yields to add more high-quality duration to their portfolios at the 5-year key rate duration point.'
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