Calls
2
Paul Hollingsworth
Head of Developed Markets Economics, BNP Paribas Markets 360
Win Rate
50.0%
return
+0.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Aug 28
$41.20
-0.0%
European assets face building risks: higher gas prices, a diesel supply crunch, and political risk in France, Germany and the UK. Europe's resilience cannot continue indefinitely, equities have a high bar and could disappoint on any fragility, while longer-dated European yields could rise if inflation becomes more dominant.
Bonds & Rates
Short
Aug 28
$82.97
+0.0%
Paul expects the Fed to hike interest rates three times starting in December rather than September, reversing last year's unnecessary risk-management cuts. He argues underlying price pressures are building from supply shocks, tariffs, high energy costs, the AI shock, and a tight labor market, so policy needs to move to a more appropriate restrictive level.
Bonds & Rates
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Paul Hollingsworth has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: TLT, IGOV, UKGILT.
