Calls
3
Stephen Blakely
Global Head of iShares, BlackRock
Win Rate
66.7%
return
-1.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 10
$110.18
+0.1%
"Take a look at the start of 2026, taking in over $100 billion just in the first two months of the year... it's the strongest start to a year in the data we have... Investors are leaning into high-quality income." Despite headline inflation noise and geopolitical volatility, institutional and retail money is aggressively front-running the fixed income market, locking in attractive yields in high-quality, short-duration, and inflation-protected bond ETFs. LONG. The unprecedented pace of inflows provides a strong technical floor for bond prices, while current yields offer an attractive risk-adjusted return against equity volatility. A massive resurgence in inflation forces the Fed to hike rates further, causing a duration selloff across the fixed income complex.
"Take a look at the start of 2026, taking in over $100 billion just in the first two months of the year... it's the strongest start to a year in the data we have... Investors are leaning into high-quality income." Despite headline inflation noise and geopolitical volatility, institutional and retail money is aggressively front-running the fixed income market, locking in attractive yields in high-quality, short-duration, and inflation-protected bond ETFs. LONG. The unprecedented pace of inflows provides a strong technical floor for bond prices, while current yields offer an attractive risk-adjusted return against equity volatility. A massive resurgence in inflation forces the Fed to hike rates further, causing a duration selloff across the fixed income complex.
Bonds & Rates
Long
Mar 10
$88.27
-4.2%
"Take a look at the start of 2026, taking in over $100 billion just in the first two months of the year... it's the strongest start to a year in the data we have... Investors are leaning into high-quality income." Despite headline inflation noise and geopolitical volatility, institutional and retail money is aggressively front-running the fixed income market, locking in attractive yields in high-quality, short-duration, and inflation-protected bond ETFs. LONG. The unprecedented pace of inflows provides a strong technical floor for bond prices, while current yields offer an attractive risk-adjusted return against equity volatility. A massive resurgence in inflation forces the Fed to hike rates further, causing a duration selloff across the fixed income complex.
"Take a look at the start of 2026, taking in over $100 billion just in the first two months of the year... it's the strongest start to a year in the data we have... Investors are leaning into high-quality income." Despite headline inflation noise and geopolitical volatility, institutional and retail money is aggressively front-running the fixed income market, locking in attractive yields in high-quality, short-duration, and inflation-protected bond ETFs. LONG. The unprecedented pace of inflows provides a strong technical floor for bond prices, while current yields offer an attractive risk-adjusted return against equity volatility. A massive resurgence in inflation forces the Fed to hike rates further, causing a duration selloff across the fixed income complex.
Bonds & Rates
Long
Mar 10
$50.38
+0.2%
"Take a look at the start of 2026, taking in over $100 billion just in the first two months of the year... it's the strongest start to a year in the data we have... Investors are leaning into high-quality income." Despite headline inflation noise and geopolitical volatility, institutional and retail money is aggressively front-running the fixed income market, locking in attractive yields in high-quality, short-duration, and inflation-protected bond ETFs. LONG. The unprecedented pace of inflows provides a strong technical floor for bond prices, while current yields offer an attractive risk-adjusted return against equity volatility. A massive resurgence in inflation forces the Fed to hike rates further, causing a duration selloff across the fixed income complex.
"Take a look at the start of 2026, taking in over $100 billion just in the first two months of the year... it's the strongest start to a year in the data we have... Investors are leaning into high-quality income." Despite headline inflation noise and geopolitical volatility, institutional and retail money is aggressively front-running the fixed income market, locking in attractive yields in high-quality, short-duration, and inflation-protected bond ETFs. LONG. The unprecedented pace of inflows provides a strong technical floor for bond prices, while current yields offer an attractive risk-adjusted return against equity volatility. A massive resurgence in inflation forces the Fed to hike rates further, causing a duration selloff across the fixed income complex.
Bonds & Rates
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Stephen Blakely has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: TLT, SHV, USFR.
