For those interested.
Strangely bullish, pro-synchronous recovery to trend, pro-reflation and pro-inflation
@Raoul Pal @Roger Hirst @Ash Bennington @Edward Harrison @Jack Farley @Weston Nakamura @Max Wiethe
Morgan Stanley 2021 Global Macro Outlook - The Next Phase of the V ... (!)
Morgan Stanley 2021 Global Macro Outlook - The Next Phase of the V ... (!)
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Not that strange- they just bought etrade at the highs. now they need people to trade