Iain Stealey
Editor, Financial Times
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 11
$41.13
+0.2%
European government bonds offer better relative value than US Treasuries because the ECB is hiking from neutral with lower growth risks, while the US is seeing re-acceleration and AI-driven dynamics, making European bonds more attractive.
Macro
Short
Apr 30
$34.12
-7.7%
Japan's interest rates are too low and need to be higher, but the Bank of Japan is measured and does not want to cause volatility, so the yen will continue to depreciate. This makes short yen attractive as the currency is not going to like the policy stance.
Macro
Long
Apr 30
$108.84
+0.1%
Corporate bonds are fundamentally in a good spot; earnings are strong (U.S. earnings revised up) and the repricing in yields creates a good environment. Yields are unlikely to move higher near term, making corporate bonds attractive.
Macro
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Iain Stealey has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: JPY, IGOV, LQD.