Calls
3
Tony Crescenzi
Executive VP, Market Strategist and Generalist Portfolio Manager at PIMCO
Win Rate
66.7%
return
-0.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 23
$27.90
+0.4%
He pushes aside the dollar gloom and sees durable faith in the dollar; despite an ugly week in the Bloomberg Dollar Index, expectations of sustained dollar strength are supported by the dollar's role in the payment system, while a weaker dollar would create stress in yen, euro and emerging markets.
FX & Currencies
Long
Aug 24
$51.85
-3.7%
The Treasury buyback program is best viewed as a stabilizer. Bond yields are near fair value around the low 4s: inflation compensation around 2.5%, real neutral around 1-1.5%, and term premium around 1%. Investors have an opportunity to lock in higher interest rates, with high-quality double-A portfolios offering about 5-7% and historically very high recovery odds.
Metals & Mining
Long
Aug 24
$82.05
+1.5%
The Treasury buyback program is best viewed as a stabilizer. Bond yields are near fair value around the low 4s: inflation compensation around 2.5%, real neutral around 1-1.5%, and term premium around 1%. Investors have an opportunity to lock in higher interest rates, with high-quality double-A portfolios offering about 5-7% and historically very high recovery odds.
Bonds & Rates
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Tony Crescenzi has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: DXY, HIGH-QUALITY BONDS, TLT.
