US government bonds have torpedoed ahead, a trend which I believe will reverse soon. Either that, or a total collapse of the dollar. I don't think both will happen, it is the matter of which will happen.
After a successful trade in shorting the USD for December, I believe that short bonds is one of the few clear trades for the next few months. The stock market has disappointed with somewhat anaemic performance, and I believe the balance of probabilities between bullish and bearish outcome is currently even.
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