This note summarizes our thinking around US lease suspensionsLength of suspension period could be decisiveMarket seems to discount a benign outcomeShort-term risk/reward skewed to the downsideWe would take some profit at these levels
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This note summarizes our thinking around US lease suspensionsLength of suspension period could be decisiveMarket seems to discount a benign outcomeShort-term risk/reward skewed to the downsideWe would take some profit at these levels
