US2Y US 2-Year Treasury Yield Loading... : Bullish and Bearish Analyst Opinions
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20:00
Aug 20
Aug 20
Front-end Treasuries benefit as Fed cuts.
The Fed's next move is likely a cut, not a hike, because the economy is growing below potential and inflation is cooling. The front end of the Treasury curve is still priced for at least one more hike; Rosenberg says those hike odds will come out, making the two-year and three-year notes very good places to be.
HIGH
11:57
Aug 17
Aug 17
Short-to-intermediate Treasuries look supported.
Softer U.S. data should reduce pressure on shorter yields, and the two- to five-year part of the Treasury curve now has cyclical support, especially relative to expensive equity and credit valuations.
MED
10:50
Aug 17
Aug 17
Prefer front-end over long-end Treasuries.
Treasury bill issuance is being absorbed well by money markets, and the front end is the sweet spot for now because the three-year auction had solid demand while the 10-year and 30-year auctions tailed at high yields.
MED
15:29
Jul 21
Jul 21
Three Fed hikes will lift Treasury yields.
The U.S. economy is running above trend with sticky inflation and a tight labor market, requiring three Fed rate hikes later this year that will raise Treasury yields.
HIGH
14:52
Jul 17
Jul 17
Market underprices Fed rate hike risk.
Torsten Slok argues that the market is underappreciating the risk of the Federal Reserve hiking rates later this year and keeping rates higher for longer because inflation remains sticky due to rising oil prices and a delayed pass-through from tariffs, and the FOMC is split with many members leaning hawkish.
HIGH
About US2Y Analyst Coverage
Buzzberg tracks US2Y (US 2-Year Treasury Yield) across 3 sources. 3 bullish vs 2 bearish calls from 5 analysts. Sentiment: predominantly bullish (20%). 5 total trade ideas tracked. Past 7 days: 3 bullish. Latest voices: David Rosenberg, Ella Gude, Krissy.