Calls
1
Myles Bradshaw
JPMorgan Asset Management, Head of Global Aggregate Strategies
Win Rate
0.0%
return
-4.0%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 08
$87.43
-4.0%
Speaker explicitly stated, "I think there is still value there in the bond market." The ceasefire lowers oil prices, reducing inflation risks and allowing central banks (ECB, BoE) to pause or scale back rate hikes, which supports bond prices. LONG because bonds are undervalued given reduced expectations for aggressive central bank tightening. Ceasefire collapses, oil prices surge again, forcing central banks to prioritize inflation control and hike rates.
Speaker explicitly stated, "I think there is still value there in the bond market." The ceasefire lowers oil prices, reducing inflation risks and allowing central banks (ECB, BoE) to pause or scale back rate hikes, which supports bond prices. LONG because bonds are undervalued given reduced expectations for aggressive central bank tightening. Ceasefire collapses, oil prices surge again, forcing central banks to prioritize inflation control and hike rates.
Bonds & Rates
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Myles Bradshaw has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: TLT.
