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News 2026-09-24 10:00 UTC

ANALYSIS — Hedge funds sour on basis trade as Treasury selloff continues

Morgan Stanley estimates leveraged basis-trade holdings fall 20% this year to $1.2 trillion Pullback is mostly concentrated in 2-year and 5-year Treasury futures CFTC data shows net shorts in 2-year Treasury futures down more than 40% from March By Anirban Sen and Gertrude Chavez-Dreyfuss NEW YORK, Sept 24 (Reuters)