Calls
1
Ian Lyngen
Head of US Rates Strategy at BMO Capital Markets
Win Rate
0.0%
return
-6.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 19
$87.33
-6.0%
Speaker said, "I think ten and 30 years should outperform" and specifically that "ten year yields are below 4% by the end of the year." If the Fed delays rate cuts to continue fighting inflation, inflation expectations (breakevens) should compress, pulling nominal rates lower. This dynamic particularly benefits long-dated bonds. LONG because he expects yields on these maturities to fall, raising their prices, with a specific target for the 10-year. Persistent inflation forces the Fed to hike further or hold rates high for longer, causing long-term yields to rise instead.
Speaker said, "I think ten and 30 years should outperform" and specifically that "ten year yields are below 4% by the end of the year." If the Fed delays rate cuts to continue fighting inflation, inflation expectations (breakevens) should compress, pulling nominal rates lower. This dynamic particularly benefits long-dated bonds. LONG because he expects yields on these maturities to fall, raising their prices, with a specific target for the 10-year. Persistent inflation forces the Fed to hike further or hold rates high for longer, causing long-term yields to rise instead.
Bonds & Rates
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Ian Lyngen has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: TLT, TREASURY BONDS (LONG DURATION), US LONG-DATED TREASURIES.
