This week:
- Extremes in speculative futures positioning in stocks vs bonds
- USD becoming a crowded trade and what this means for the outlook
- EM risk pricing relief rally drivers and why it's likely to be short-lived
- Active vs passive fund flows and the new zero fee passive fund from Fidelity
- Japanese government bond yields going to 1%? (and the role of the BOJ)
Video Length: 00:11:15




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