Сигналы
3
Guneet Dhingra
Глава стратегии по ставкам США, BNP Paribas
Винрейт
100.0%
доходность
+0.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
20 авг
$41.46
+0.0%
Fiscal problems are global, but in Europe the ECB is expected to hike once more in September and then go on hold; that should keep European bonds more stable relative to the ongoing volatility and upward yield pressure in US rates.
Облигации и ставки
Лонг
20 авг
$220.69
+1.0%
Equity market strength, visible in small caps and S&P 500 Equal Weight, shows markets are pricing growth strong enough to outweigh high interest rates; stock indices continue rising despite high yields.
Фондовые индексы
Шорт
09 июн
$84.86
+1.8%
The 30-year Treasury yield is de-anchoring and will move higher, potentially reaching 5.25%. The bond market is front-running a hawkish Fed that needs to remove the easing bias and hike rates. The buyer base for Treasuries has shifted from yield-sensitive central banks to more macro-sensitive financial sectors, increasing volatility. Higher long-end yields are also needed as a hedge to slow the equity market momentum, similar to 2023.
Облигации и ставки
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Guneet Dhingra на Buzzberg отслеживается 3 торговых идей по 3 тикерам с мая 2026. Чаще всего покрывает: US30Y, TLT, IGOV.
