The Fed's hands are tied, inflation is sticky, and fiscal spending is accelerating. Long-end Treasury yields will struggle to rally because of inflation fears, potential China selling, and weak foreign demand. Shorting long-dated bonds is the trade.
Oksana Aronov has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: TLT, LONG-END US TREASURIES, INVESTMENT GRADE FLOATING RATE BONDS.