Myles Bradshaw

JPMorgan Asset Management, Head of Global Aggregate Strategies
· tracked since Apr 2026
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90d —
Average Return -2.4% Long Return -2.4% Short Return -
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7d -0.4%
30d -1.5%
90d —
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TLT iShares ... iShares 20+ Year Tr...
Long
Apr 08
$87.43
-2.4%
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.
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