What we have going on is a dis orderly unwind…when large funds are long bonds they hedge short assets against them…when those funds are long JGB’s and they are getting crushed and forced sales they must also unwind positions that clearlyget Tepper all gushy and confused…the fundementals he’s referring to only exist in his imagination.
Hotels: Occupancy Rate Increased 2.8% Year-over-year
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From STR: U.S. hotel results for week ending 13 April
Helped by the total solar eclipse, U.S. hotel performance increased from
the previous week, according...
7 hours ago