Alexandra Ivanova

Fund Manager, IFI Europe Team at Invesco
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
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No live winners yet
Worst Calls
TLT long -4.9%
Most Mentioned
TLT ×1
Recent Calls
TLT long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -4.9% Long Return -4.9% Short Return -
Average Return
7d -0.3%
30d -2.8%
90d -5.3%
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TLT iShares ... iShares 20+ Year Tr...
Long
Feb 13
$89.72
-4.9%
"J.P. Morgan strategists recommending 2-year Treasuries as a tactical trade... I actually agree." She also notes that "technicals that have been so strong [in credit] are starting to turn." With economic data softening and the "AI Scare" driving risk-off sentiment, the front end of the curve (2-Year) offers protection. Ivanova suggests the market is pricing in perfection for rate cuts, but the 2-year is the safer spot compared to the volatile long end or crowded corporate credit. LONG. A hot CPI print forces the Fed to hold rates higher for longer, damaging the short-end trade.
"J.P. Morgan strategists recommending 2-year Treasuries as a tactical trade... I actually agree." She also notes that "technicals that have been so strong [in credit] are starting to turn." With economic data softening and the "AI Scare" driving risk-off sentiment, the front end of the curve (2-Year) offers protection. Ivanova suggests the market is pricing in perfection for rate cuts, but the 2-year is the safer spot compared to the volatile long end or crowded corporate credit. LONG. A hot CPI print forces the Fed to hold rates higher for longer, damaging the short-end trade.
Macro
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