Сигналы
3
Iain Stealey
Редактор, Financial Times
Винрейт
50.0%
доходность
-0.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
11 июн
$41.13
+0.7%
European government bonds offer better relative value than US Treasuries because the ECB is hiking from neutral with lower growth risks, while the US is seeing re-acceleration and AI-driven dynamics, making European bonds more attractive.
Облигации и ставки
Шорт
30 апр
$34.12
-
Japan's interest rates are too low and need to be higher, but the Bank of Japan is measured and does not want to cause volatility, so the yen will continue to depreciate. This makes short yen attractive as the currency is not going to like the policy stance.
Валюты
Лонг
30 апр
$108.84
-2.2%
Corporate bonds are fundamentally in a good spot; earnings are strong (U.S. earnings revised up) and the repricing in yields creates a good environment. Yields are unlikely to move higher near term, making corporate bonds attractive.
Облигации и ставки
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Iain Stealey на Buzzberg отслеживается 3 торговых идей по 3 тикерам с апреля 2026. Чаще всего покрывает: IGOV, JPY, LQD.
