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All Articles on Seeking Alpha

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Rates Spark: Swap Lines Imply Some Pressure
2026-04-23 · via All Articles on Seeking Alpha

Summary

  • We're in an uncomfortable place on the war.
  • But clearly not uncomfortable enough for risk assets.
  • Bonds are a tad more concerned, but not madly so.
  • Talk of Gulf and Asian centres calling for dollars through swap lines points to potential issues, although not showing up so far in the dollar premium in the cross-currency market.

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