Tracie McMillion
Chief Investment Officer, Wells Fargo
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 05
$53.09
-0.3%
We are buying US intermediate (3-7 year) investment grade bonds. The longer end faces pressure from higher rates, and we are paring long bonds and rotating into equities on weakness. Intermediate IG offers a good yield without excessive duration risk.
Macro
Long
May 05
$51.75
-1.6%
We are buyers of financials in developed market equities. The steepening yield curve, deregulation, and expected re-acceleration in M&A will help margins and investment banking revenues.
Fintech
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