Quick Post
54d · 1 min read
With the 10Y at 4.2% and the Fed dots moving dovish, duration trades are back on the table. TLT at current levels offers asymmetric upside if we get 150bps of cuts by end-2025. The risk: stickier core PCE forces a pause. Sizing accordingly with 40% conviction.
This content is for informational purposes only and should not be considered financial advice.
Be one of the first credible voices on FinancialPress.
Discussion is gated until launch. Sign up now to contribute analysis, build your Reputation Score, and earn visibility from day one.
No position disclosed.
This is not financial advice. For informational purposes only.
Based on publicly available information and contributor analysis.
Fed Minutes: More Members Concerned About Inflation Persistence Than The Statement Implied
SPY Weekly: Watching Volume on Any Breakout Attempt
QQQ Rebalancing Watch: Nasdaq-100 Tech Weight at Cycle High
SPY vs QQQ: Risk-Adjusted Return Divergence in Rate Normalization
Sign in to join the conversation.
No comments yet - be the first to share your take.
