Author explicitly states “bonds will go up next week” and references the ^move3m index as supporting evidence. If super-rich are deleveraging equities and moving to cash/bonds, short-term bond prices could rise as a safe-haven flow. A tactical long on longer-dated Treasuries (TLT) to capture a potential near-term risk-off bid. Strong economic data or hawkish Fed commentary could reverse bond gains; the $1B flow is too small to matter.
Author explicitly states “bonds will go up next week” and references the ^move3m index as supporting evidence. If super-rich are deleveraging equities and moving to cash/bonds, short-term bond prices could rise as a safe-haven flow. A tactical long on longer-dated Treasuries (TLT) to capture a potential near-term risk-off bid. Strong economic data or hawkish Fed commentary could reverse bond gains; the $1B flow is too small to matter.