Interesting to see the Risk Trade coming back on. For fixed income as well as equities apparently. Not with the same ferocity as this summer but still noticeable, @50-125bps for beta,VMO and EMO. We've been refining the dashboards used to summarize the market and I'm pretty happy. I sure wish we had something like this when Nikko was trading with us.
Lots of story stocks in the winners list but I am sure there's a deeper message for all of us in the numbers. Somewhere.
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