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BofA Merrill Lynch Global Research – A Fixed Income Research Report – Sunday, 18 November 2012

Overview – Scaling into longs

Fiscal cliff concerns have come to the forefront after the elections and risk assets have ceded some of the gains from earlier in the year. We view the current volatility as an opportunity to scale into longs in credit. Also, we shift from neutral to overweight agency MBS after the recent underperformance.

 

 

Read the full report here.