Steve Ricchiuto
Mizuho Securities
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
Feb 12
$89.23
+4.4%
Ricchiuto argues the economy is accelerating, inflation is "stuck," and the Fed will not cut rates for 12 months. The market is pricing in cuts that won't happen. As data confirms sticky inflation and strong growth, yields must rise (prices fall) to reflect a "higher for longer" reality. SHORT Treasuries (expecting higher yields). A sudden economic crack or banking crisis forces the Fed to cut.
Ricchiuto argues the economy is accelerating, inflation is "stuck," and the Fed will not cut rates for 12 months. The market is pricing in cuts that won't happen. As data confirms sticky inflation and strong growth, yields must rise (prices fall) to reflect a "higher for longer" reality. SHORT Treasuries (expecting higher yields). A sudden economic crack or banking crisis forces the Fed to cut.
Macro
Showing 1 of 1 picks ยท sorted by mentions
Choose a mentions count to open ticker posts.