Simon Ree @simon_ree · 04 Sep 2026
In today's desk note: - Why Thursday was a rates day dressed up as an equity rally - The yen's 2% move, and why a more expensive funding currency can become a problem - The dealer map flipping long gamma for the first time since 27 August, where the cushion thins, and where https://t.co/VsvCooYhTX
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