David Savage
Editor, The Block
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
May 29
$85.76
+0.5%
Long-term bond yields are likely to move higher in the near term because AI capex spending is boosting both inflation and growth, and unless the Fed signals a preemptive pivot, the direction of travel for yields at the long end is up.
Macro
Long
Apr 14
$27.32
+1.9%
The U.S. dollar is set for a positive environment because the U.S. economy is more insulated from the Iran war impacts compared to Asia and Europe, and there could be a haven bid if tensions escalate further, outweighing domestic inflation and growth challenges.
Macro
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