Buy on pull backs - dont chase the market
Substantial fiscal response, no off-risk and no hyper inflation.
Watch-out for:
1) debt ceiling wobbles
2) SLR (not a new issue)
3) tax payments for the 2021 tax year previously deferred.
Watch-out for:
1) debt ceiling wobbles
2) SLR (not a new issue)
3) tax payments for the 2021 tax year previously deferred.
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