2-year U.S. Treasury yield Loading... : Investor Sentiment and Bull/Bear Views

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13:32
Aug 20
Mary Daly President, San Francisco Federal Reserve Bank Bloomberg Markets
Short end reflects Fed policy patience.
The short end of the Treasury curve is the better policy signal: markets have priced in a little more tightening but are reacting to the incoming data as expected, inflation compensation and expectations are not showing worrisome swings, and policy is in a good place with no urgent need for preemptive cuts or hikes.
HIGH
18:37
Jun 18
Mark Cabana Co-Head of U.S. Short Rate Strategy, BofA Securities Bloomberg Markets
Hawkish Fed, pay two-year, flatten curve.
The Fed under Warsh is hawkish and serious about bringing inflation to 2%, with nine members projecting rate hikes. Policy is not broadly restrictive outside housing, and the lack of forward guidance increases uncertainty. This supports paying the two-year rate and curve flattening trades, as short-end yields have room to rise and the curve has more flattening potential.
HIGH

About 2-year U.S. Treasury yield Investor Commentary

Across the available history and selected sources, Buzzberg tracks 2-year U.S. Treasury yield across 1 sources: 0 bullish vs 1 bearish calls from 2 authors. Historical directional balance: -50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Mary Daly, Mark Cabana.