Recessionary fears are looming again at a time when nearly every single asset class, except for equities, is now pricing in something of a sharp global slowdown. Investors are energizing the risk off trade with recessionary fears weighting capital flows towards safe haven assets. The rates market is now pricing in almost 4 rate cuts by the end of 2020 and long positions in Eurodollar rates futures are currently at levels last seen...
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