A very nice conversation is presented in this post between FT fm and Graham Nielson from London based Credit Manager Cairn Capital. We learn about what is going on in the Bond Markets, the thin value in the Credit Markets due to Quantitative Easing and the opportunity created by investor sell-off of complex structured products in a liquidity squeezing environment. When someone exits a Market, someone else will fill the void. That's just logic in the Markets as well as elsewhere....:
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