MOVE ICE BofA MOVE Index Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
17:55
Sep 17
Sep 17
Macro Voices
Fed credibility loss raises bond volatility.
The Fed's shift away from forward guidance and its damaged credibility mean markets must reassess risk themselves, which is already making bond markets more volatile. He favored a 50bp one-and-done hike because the slow 25bp path prolongs uncertainty; investors should expect higher bond volatility.
MOVE
ICE BofA MOVE Index
Long
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08:14
Sep 01
Sep 01
Bloomberg Odd Lots
Treasury yields and volatility should rise.
Posen says the Fed communications task force, led by Mervyn King, may surprise with radical recommendations skeptical of central bank communications. He argues yields and volatility around yields should be higher to force markets to take risk more seriously and price things better, reducing bubbles and moral hazard.
MOVE
ICE BofA MOVE Index
Long
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08:00
Mar 06
Mar 06
Forward Guidance
Short bonds and bond volatility
Bonds have not worked since 2021 and inflation is no longer falling; Main Street data is heating, deficits and nominal growth exceed yields, and oil/commodity inflation makes bonds a poor safe haven. He is short bonds and short bond volatility.
MOVE
ICE BofA MOVE Index
Short
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About MOVE Investor Commentary
Across the available history and selected sources, Buzzberg tracks MOVE (ICE BofA MOVE Index) across 5 sources: 2 bullish vs 1 bearish calls from 5 authors. Historical directional balance: 20% = 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. 5 total trade ideas tracked. Latest voices: Harley Bassman, Adam Posen, Quinn Thompson.