Calls
10
#434
Alpha Score 57.2
Ella Gude
Head of Fixed Income and CO-Head of Real Return, BNY Investments Newton
Win Rate
66.7%
return
+0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$45.76
+2.8%
European equities are relatively underpriced versus U.S. equities, will benefit from structural capex build-up and a potential reversal of capital flows, and any re-pricing of the extended AI trade will favor Europe and the UK on a relative basis.
Equity Indexes
Long
Jun 29
$87.13
+1.9%
European equities are relatively underpriced versus U.S. equities, will benefit from structural capex build-up and a potential reversal of capital flows, and any re-pricing of the extended AI trade will favor Europe and the UK on a relative basis.
Equity Indexes
Long
Jun 29
$53.94
+7.3%
The energy sector has been favored for over a year, remains well protected regardless of Middle East tensions, and benefits from steep curves and favorable cyclical policy rates.
Thematic ETFs
Long
Jun 29
$182.16
-1.6%
Health care and industrials sectors are supportive in equities as part of a real return allocation in the current environment.
Thematic ETFs
Long
Jun 29
$161.00
+0.0%
Health care and industrials sectors are supportive in equities as part of a real return allocation in the current environment.
Thematic ETFs
Short
May 27
$85.32
+1.0%
Yields are trending higher across G7 bond markets due to rising inflation and reduced central bank buying, and the trend remains in play, making higher yields (lower bond prices) likely ahead.
Bonds & Rates
Short
May 27
$27.75
-2.1%
The Fed cannot significantly hike in the face of higher inflation, the dollar remains expensive versus major currencies, and U.S. fiscal dynamics are concerning, so a structural short on the U.S. dollar is warranted.
FX & Currencies
Long
Apr 13
$29.30
+1.0%
Higher energy and input costs from a structural bullish environment for commodities, including oil, lead to higher inflation, creating persistent upward pressure on bond yields.
Commodities
Short
Apr 13
$43.24
-
Inflationary pressures from higher commodity costs mean bond yields should move up, and the structural environment keeps pressure on yields to rise.
Bonds & Rates
Long
Apr 13
$133.43
-5.9%
Higher energy and input costs from a structural bullish environment for commodities, including oil, lead to higher inflation, creating persistent upward pressure on bond yields.
Commodities
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Ella Gude has 10 trade ideas tracked on Buzzberg across 10 tickers since April 2026. Ranked #434 on the Buzzberg Alpha leaderboard. Most covered: XLE, BNO, XLI.
