What are you trying to squeeze ?

It was 3 years ago when the DAX Index last traded at such extremes.

Mean reversion (or convergence) beckons.

Institutional Asset Allocators…..if you were advised to ‘go long’ and deploy more capital this week, ask why?

I hope the answer isn’t because German (EU) 2’s are yielding the lowest in 2 years?

More ‘extremes’ will be listed in tomorrows edition of Macro Extremes.

September 28, 2024

by Rob Zdravevski

rob@karriasset.com.au