Calls
2
Jerome Schneider
Head of Short-Term Portfolio Management, Pimco
Win Rate
0.0%
return
-1.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$82.17
-0.3%
Cash yields around 3% are below inflation (>3%), and with the Fed on hold or cutting, cash underperforms in real terms. Moving money into the front-end of the yield curve and diversified short-term credits, including asset-backed securities, produces 5–7% returns, protects purchasing power, and delivers equity-like returns with lower volatility. Fixed income is the place to be.
Bonds & Rates
Long
Jun 29
$8.69
-1.6%
By moving out of cash into the front end of the yield curve, investors can earn 100-200 basis points more, with short-term fixed income producing 5-7% nominal returns. Diversifying across corporate bonds, asset-backed securities, and agency mortgages helps mute volatility from inflation repricing while capturing equity-like returns. The Fed on hold supports this carry without immediate rate hike risk.
Thematic ETFs
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Jerome Schneider has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: SHY, MBS.
