Сигналы
3
Tony Crescenzi
Executive VP, Market Strategist and Generalist Portfolio Manager at PIMCO
Винрейт
66.7%
доходность
-0.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
23 авг
$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.
Валюты
Лонг
24 авг
$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.
Металлы/добыча
Лонг
24 авг
$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.
Облигации и ставки
Показано 3 из 3 коллов · сортировка по упоминаниям
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У Tony Crescenzi на Buzzberg отслеживается 3 торговых идей по 3 тикерам с августа 2026. Чаще всего покрывает: DXY, HIGH-QUALITY BONDS, TLT.
