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Alf @MacroAlf · 08 Aug 2025

New TMTF podcast out with my buddy Brent Donnelly. - Maybe the Fed is ready to move dovish, but what's already priced in bond markets? - How to think about carry when setting up trades - Sometimes Brent is more Italian than me Check it out on your preferred podcast platform https://t.co/WpiLXjSjNu
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