Ella Gude
Head of Fixed Income and CO-Head of Real Return, BNY Investments Newton
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
May 27
$85.32
+0.0%
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.
Macro
Short
May 27
$27.75
-0.4%
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.
Macro
Long
Apr 13
$29.30
+2.8%
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.
Other
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.
Macro
Long
Apr 13
$133.43
+5.7%
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.
Energy
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