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Dave Nadig
In network coverage since September 24, 2026 · 1 story
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Fixed-income flows are parked at the front end, not the long end
The conference-stage debate over long bonds and derivative income is a bet on when the front-end parking trade unwinds, and the $459 billion record gives the timeline.
Markets & outlook
AI Held Up Stocks. What’s Holding Up AI?
Markets & outlook