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Miguel da Fonseca's avatar

I’m arguing that the two largest foreign investors in American government debt, holding $2T of securities, are net sellers and your argument is that auctions have been solid. Ok…

Besides, I would expect auctions to be bid at these levels anyway for a technical bounce. I understand that inflection traders will be all over it too.

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Arash's avatar

Brilliant writing and analysis of the market as always. Thank you very much!

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