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Super Brief: The Clock and the Bluff — Super Brief
Published 2 months ago
Description
The Clock and the Bluff. Iran publicly rejected Round 2 talks. The US delegation flew to Islamabad anyway. Monday's S&P dip of 0.24% is not a repricing. It is the market waiting for a catalyst that resolves the gap between what the tape priced Friday (peace) and what diplomats have delivered (stalemate). Goldman's CTA data