Macro

Demand thesis

Risk on; disinflation; tech leadership.

Why underpricing possible

No underpricing claim recorded.

Evidence

• risk_on, disinflation, tech_leadership · curve 10y2y 0.20, curve trend 1m -0.30, dff 3.88

Risks

• No risks recorded.

Potential beneficiaries

None recorded.

Best currently accessible expressions

None currently recorded.

Portfolio action

Invalidation

• No invalidation conditions recorded.