James-Fisher
Short

Bond's going Bear; don't fond, but scare.

TVC:US10   US Staatsanleihe 10-Jahre
Bear Market for bonds is one thing that I can firmly say about this market. The US 10-Y bond yield should rise to somewhere around 3% by the end of this year so that is about 30 basis points to my target. Bonds are no longer attractive switch your money to stocks is a better option or better yet short it.

My Investment thesis on shorting bonds
- FED is shifting to more hawkish tone (a possible of 4 rate hikes instead of 3 this year) due to a possible picking up of inflation .
- Unwinding of carry trade.
- EM bonds are much more attractive.
- Credit spread is at an all time low (High Yield spread and Investment Grade spread)

Technically speaking, bonds has been in a downtrend for a while; so, this is quite a late call, but I believe there is still a downside here that we can play.
DE Deutsch
EN English
EN English (UK)
EN English (IN)
FR Français
ES Español
IT Italiano
PL Polski
SV Svenska
TR Türkçe
RU Русский
PT Português
ID Bahasa Indonesia
MS Bahasa Melayu
TH ภาษาไทย
VI Tiếng Việt
JA 日本語
KO 한국어
ZH 简体中文
ZH 繁體中文
AR العربية
HE עברית
Startseite Aktien-Screener Devisen-Screener Krypto-Screener Wirtschaftskalender So funktioniert es! Chartmerkmale Hausregeln Moderatoren Webseite & Brokerlösungen Widgets Stock Charting Bibliothek Feature-Anfrage Blog & Nachrichten FAQ - Häufige Fragen & Antworten Hilfe & Wiki Twitter
Profil Profileinstellungen Konto und Abrechnung Meine Support Tickets Support kontaktieren Veröffentlichte Ideen Followers Ich folge Private Nachrichten Chat Abmelden