Calls
3
Kokou Agbo-Bloua
SocGen CIB Global Head of Economics, Cross-Asset & Quant Research
Win Rate
66.7%
return
+1.3%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Sep 15
$80.61
-0.1%
Treasury yields are biased higher because the Fed has stopped being the biggest buyer and is running down its balance sheet, the deficit is large, Japan and China are reducing Treasury exposure, and the Fed's reflexive 'hall of mirrors' communication adds term premium. The bond market is simply reflecting stronger nominal GDP growth, so he sees the rise in yields as fundamentally driven and expects upward pressure to persist.
Bonds & Rates
Long
Sep 15
$158.13
+2.4%
Oil is facing a dire supply shock: Russia has stopped exporting products to Europe (2.5M bpd), Hormuz risk remains, reserves have tanked, and a 7M bpd facility was drone-attacked. If there is no de-escalation, energy prices and diesel will keep pressuring consumers and central banks, though higher prices could eventually force de-escalation.
Commodities
Long
Jul 03
$744.78
+1.8%
U.S. corporate profits are booming, driven by fiscal support and AI investment, with return on capex now exceeding cost of capital; the equity market is catching up to this alignment of favorable macro forces, making U.S. equities attractive.
Equity Indexes
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Kokou Agbo-Bloua has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: SPY, BNO, TLT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
