MI2 Trader: SOFR Dis-inversion & Survey Request

Analysis of flow and sentiment evidence is an important part of our “Trader” process. Proper flow and sentiment analysis benefit from careful tracking of surveys like the eponymous BoAML GFMS. This approach worked particularly well at the end of last year as the bond markets turned higher and real money and HFs chose (or were forced) to buy the rally (“MI2 Chart Point: Bonds” 11th Nov 2022). 


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