Mimi Duff
Head of NY Office and Senior Client Advisor, GenTrust
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 20
$87.10
-2.1%
On the margin, favor steeper yield curves because if inflation rises due to higher crude oil, the Fed can be patient; conversely, if the labor market weakens materially, the Fed could ease 100-200 basis points. The risk-reward still leans toward lower rates, and not much easing is priced in currently.
Macro
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