EDV Vanguard Extended Duration Treasury ETF Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
19:20
Jul 20
Jul 20
DoubleLine is positioning in shorter-dated government bonds based on the view that Kevin Warsh's credibility will help the Fed keep rates steady this year.
16:58
Jul 20
Jul 20
The author notes the 10-year yield returning to 4.60% after a prior drop following softer CPI and PPI data, but offers no directional position.
LOW
14:42
Jul 20
Jul 20
The author dismisses bonds broadly but the context shows a nuanced fixed-income debate without a clear directional position.
LOW
11:44
Jul 20
Jul 20
US Treasuries recover from earlier losses as WTI crude oil drops 2.6% to its lowest level of the trading day.
02:29
Jul 20
Jul 20
Buy long-dated Treasuries for flattening
Favor U.S. long-end duration because inflation expectations are well anchored, the Fed is reinforcing price stability, and credit conditions remain OK; expect yields to move toward 4.25% before 4.75%, leading to a flatter curve.
HIGH
22:03
Jul 19
Jul 19
U.S. 10-year and 30-year Treasury futures decline as oil prices rise, pressuring bond markets.
21:30
Jul 19
Jul 19
US Treasuries safer than Brazil bonds.
US Treasury bonds are the true global risk-free asset. Over the past decade they returned more than 20% in reais, while Brazilian bonds (Selic) returned only 4% in dollars. Credit rating agencies rate Brazil's sovereign debt as riskier than Botswana's, Paraguay's, or Romania's. For capital preservation, Treasuries are a safer alternative.
HIGH
21:11
Jul 19
Jul 19
The cost of financing US debt is rising as the 30-year Treasury yield jumps back above 5% and an auction priced at 5.06%, the highest since 2007, amid growing debt burden and AI investment competition.
14:01
Jul 19
Jul 19
China has been steadily trimming its U.S. Treasury holdings while diversifying into gold and other currencies, though it modestly increased Treasury holdings in May after an 18-year low in April.
02:00
Jul 19
Jul 19
Long bonds unattractive amid sticky inflation.
Persistent inflation and continued massive capex spending will keep bond yields elevated or rising. Long-duration bonds are particularly risky in this environment, and the asset class is unattractive relative to equities.
MED
12:28
Jul 18
Jul 18
Favor short-to-intermediate bonds over long bonds
Prefer front and intermediate parts of the yield curve because long-end bonds like 30-year Treasuries are too volatile (whippy), and with the Fed expected to hold rates through 2026, shorter maturities offer attractive carry.
MED
11:00
Jul 18
Jul 18
Hedge US debt risk with gold, Bitcoin
To protect against a possible US debt crisis and potential devaluation of the dollar, investors should diversify out of US government bonds and into assets without political interference such as gold and Bitcoin, which can serve as hedges.
MED
02:14
Jul 18
Jul 18
Japan and China reduced their U.S. Treasury holdings significantly over the past year, with Japan posting the largest monthly decline since 2022 to support the yen.
21:17
Jul 17
Jul 17
Avoid long bonds, prefer shorter duration.
Long-duration bonds like 30-year Treasuries are too volatile and whippy, while the Fed is expected to hold rates through 2026, so investors should prefer front and intermediate maturities for income rather than seeking total return from rate declines.
MED
21:16
Jul 17
Jul 17
The tweet highlights a superb summary of Treasury market risks from deficits and shifting investor demand, but does not express a personal position or trade call.
LOW
18:00
Jul 17
Jul 17
A five-decade trader reveals a diversified portfolio of commodity and currency bets including long wheat, long dollar, short euro, long pound vs euro, long EU banks, short live cattle, and long Italian and Singapore stocks.
16:10
Jul 17
Jul 17
The tweet references a 5.2% yield level on the Afsluitdijk in the bond market, likely indicating a technical or historical comparison without a clear directional trade call.
15:06
Jul 17
Jul 17
The author agrees long bonds will be fine in USD terms but warns of severe purchasing power erosion over time.
14:46
Jul 17
Jul 17
The author warns that 30-year yields breaking higher despite disinflationary data is a bearish signal for bonds, dismissing the parent's calm view as misguided.
LOW
12:40
Jul 17
Jul 17
UBS Asset Management's Kevin Zhao plans to short Treasuries betting the robust US economy will erode the haven appeal of government debt.
05:29
Jul 17
Jul 17
The author suggests bonds look attractive if AI capex and oil disappoint, but the geopolitical commentary is speculative and not a clear position.
LOW
20:33
Jul 16
Jul 16
Long-term Treasury yields moving higher
Since 2020 a structural period of higher long-term bond yields has begun. Geopolitical volatility and persistently higher inflation will push 10-year and 30-year Treasury yields higher over the coming years, making long-term bonds a poor place to be outside of short-term trades.
HIGH
18:10
Jul 16
Jul 16
News report: Hoisington has turned bearish on Treasuries; no explicit short trade or actionable short call was stated.
17:23
Jul 16
Jul 16
Foreign holdings of US Treasuries rose to 9.37 trillion dollars in May, the second-highest on record, with Japan reducing and the UK and China increasing their positions.
15:16
Jul 16
Jul 16
Short long-dated Treasuries on sticky inflation
The Fed's hands are tied, inflation is sticky, and fiscal spending is accelerating. Long-end Treasury yields will struggle to rally because of inflation fears, potential China selling, and weak foreign demand. Shorting long-dated bonds is the trade.
MED
14:43
Jul 16
Jul 16
Market biased toward rate hikes
With the U.S. economy still resilient and inflation well above the Fed's target for over five years, the market is rightfully biased toward interest rate hikes rather than cuts. Rate cuts this year are off the table, and balance sheet tightening is a next-year story, so short-term rates should stay elevated or move higher.
MED
07:24
Jul 16
Jul 16
High real yields favor fixed income
Real yields on long-term U.S. bonds are at multi-year highs, making fixed income attractive relative to the narrow, highly valued equity leadership. She is happily compensated in fixed income given equity volatility.
MED
00:56
Jul 16
Jul 16
Japanese government bonds traded mixed as investors weighed gains in U.S. Treasuries against rising oil prices according to a Wall Street Journal report
00:35
Jul 16
Jul 16
Asian stocks fell as a semiconductor selloff pressured the AI trade with SK Hynix dropping over 8%, while oil extended its rally on U.S. strikes on Iran and supply concerns, supported by softer inflation data.
20:39
Jul 15
Jul 15
Stocks and bonds rose after softer-than-expected core PPI data reduced expectations of near-term Fed rate hikes, while oil prices remained elevated above $80 amid geopolitical tensions.
About EDV Analyst Coverage
Buzzberg tracks EDV (Vanguard Extended Duration Treasury ETF) across 113 sources. 249 bullish vs 163 bearish calls from 416 analysts. Sentiment: predominantly bullish (6%). 1441 total trade ideas tracked. Past 7 days: 6 bullish, 4 bearish, 36 watch. Latest voices: Bloomberg, Mohamed El-Erian, AahanPrometheus.