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Notes to myself, possibly of interest to others.
-- Bill Northlich

Friday, November 25, 2011

Rosenberg Daily: Short JGBs?

The instability of sovereign debt globally is also underscored by articles like this that popped on page A13 of today’s WSJ: IMF Warns Japan on Threat of Debt. We have tended to dismiss the calls for shorting the JGB market but at this stage it may not be a bad idea, with a 1% yield in a market that is about to get downgraded yet again.

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