On Thursday 6th ofJuly, Andrew Gebhardt reviews the contrarian bearish call from yesterday lunch after the market moves substantially lower, here the idea is not to cover the short Bunds but to go long US 10yr Treasuries instead. Later develops on the SRI and ESG concepts discussed Wednesday and introduces the idea that Greenwash fines will eventually reach funds as well, the risk for investors is a rush to exit will cost the dearly.
