TLT iShares 20+ Year Treasury Bond ETF Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
02:00
Jul 19
Jul 19
Long bonds unattractive amid sticky inflation.
Persistent inflation and continued massive capex spending will keep bond yields elevated or rising. Long-duration bonds are particularly risky in this environment, and the asset class is unattractive relative to equities.
MED
12:28
Jul 18
Jul 18
Favor short-to-intermediate bonds over long bonds
Prefer front and intermediate parts of the yield curve because long-end bonds like 30-year Treasuries are too volatile (whippy), and with the Fed expected to hold rates through 2026, shorter maturities offer attractive carry.
MED
11:00
Jul 18
Jul 18
Hedge US debt risk with gold, Bitcoin
To protect against a possible US debt crisis and potential devaluation of the dollar, investors should diversify out of US government bonds and into assets without political interference such as gold and Bitcoin, which can serve as hedges.
MED
02:14
Jul 18
Jul 18
Japan and China reduced their U.S. Treasury holdings significantly over the past year, with Japan posting the largest monthly decline since 2022 to support the yen.
21:17
Jul 17
Jul 17
Avoid long bonds, prefer shorter duration.
Long-duration bonds like 30-year Treasuries are too volatile and whippy, while the Fed is expected to hold rates through 2026, so investors should prefer front and intermediate maturities for income rather than seeking total return from rate declines.
MED
21:16
Jul 17
Jul 17
The tweet highlights a superb summary of Treasury market risks from deficits and shifting investor demand, but does not express a personal position or trade call.
LOW
18:00
Jul 17
Jul 17
A five-decade trader reveals a diversified portfolio of commodity and currency bets including long wheat, long dollar, short euro, long pound vs euro, long EU banks, short live cattle, and long Italian and Singapore stocks.
16:10
Jul 17
Jul 17
The tweet references a 5.2% yield level on the Afsluitdijk in the bond market, likely indicating a technical or historical comparison without a clear directional trade call.
15:06
Jul 17
Jul 17
The author agrees long bonds will be fine in USD terms but warns of severe purchasing power erosion over time.
14:46
Jul 17
Jul 17
The author warns that 30-year yields breaking higher despite disinflationary data is a bearish signal for bonds, dismissing the parent's calm view as misguided.
LOW
12:40
Jul 17
Jul 17
UBS Asset Management's Kevin Zhao plans to short Treasuries betting the robust US economy will erode the haven appeal of government debt.
05:29
Jul 17
Jul 17
The author suggests bonds look attractive if AI capex and oil disappoint, but the geopolitical commentary is speculative and not a clear position.
LOW
20:33
Jul 16
Jul 16
Long-term Treasury yields moving higher
Since 2020 a structural period of higher long-term bond yields has begun. Geopolitical volatility and persistently higher inflation will push 10-year and 30-year Treasury yields higher over the coming years, making long-term bonds a poor place to be outside of short-term trades.
HIGH
18:10
Jul 16
Jul 16
News report: Hoisington has turned bearish on Treasuries; no explicit short trade or actionable short call was stated.
17:23
Jul 16
Jul 16
Foreign holdings of US Treasuries rose to 9.37 trillion dollars in May, the second-highest on record, with Japan reducing and the UK and China increasing their positions.
15:16
Jul 16
Jul 16
Short long-dated Treasuries on sticky inflation
The Fed's hands are tied, inflation is sticky, and fiscal spending is accelerating. Long-end Treasury yields will struggle to rally because of inflation fears, potential China selling, and weak foreign demand. Shorting long-dated bonds is the trade.
MED
14:43
Jul 16
Jul 16
Market biased toward rate hikes
With the U.S. economy still resilient and inflation well above the Fed's target for over five years, the market is rightfully biased toward interest rate hikes rather than cuts. Rate cuts this year are off the table, and balance sheet tightening is a next-year story, so short-term rates should stay elevated or move higher.
MED
07:24
Jul 16
Jul 16
High real yields favor fixed income
Real yields on long-term U.S. bonds are at multi-year highs, making fixed income attractive relative to the narrow, highly valued equity leadership. She is happily compensated in fixed income given equity volatility.
MED
00:56
Jul 16
Jul 16
Japanese government bonds traded mixed as investors weighed gains in U.S. Treasuries against rising oil prices according to a Wall Street Journal report
00:35
Jul 16
Jul 16
Asian stocks fell as a semiconductor selloff pressured the AI trade with SK Hynix dropping over 8%, while oil extended its rally on U.S. strikes on Iran and supply concerns, supported by softer inflation data.
20:39
Jul 15
Jul 15
Stocks and bonds rose after softer-than-expected core PPI data reduced expectations of near-term Fed rate hikes, while oil prices remained elevated above $80 amid geopolitical tensions.
20:00
Jul 15
Jul 15
Excess debt supply drives yields up.
Long-term US Treasury yields are rising not because of a strong economy or accelerating inflation, but because global markets are choking on excess government debt supply for the first time in decades. Debts and deficits now matter, structurally pushing real yields higher.
MED
00:44
Jul 15
Jul 15
Japanese government bonds are mixed and may track gains in U.S. Treasuries according to a Wall Street Journal report.
22:13
Jul 14
Jul 14
CPI drop means Treasury yields will fall.
CPI dropped sharply from 4.2% to 3.5%, reminiscent of 2018 when such a decline led the 10-year Treasury yield to fall with a lag. The speaker expects the 10-year yield, currently at 4.59%, to decline meaningfully as inflation continues to cool, which would be a strong tailwind for bonds.
MED
20:07
Jul 14
Jul 14
U.S. stocks and bonds rose after softer-than-expected June CPI data reduced expectations of a near-term Fed rate hike, with the Nasdaq 100 gaining 1.1% and Treasury yields falling.
20:02
Jul 14
Jul 14
Bitcoin, gold, and bonds are all bid amid benign inflation data while big banks perform well but market breadth remains poor and big tech stocks are weak.
17:15
Jul 14
Jul 14
Fed balance sheet reform may lift yields.
The Fed's balance sheet policy should be reformed. In normal times, the Fed should be a price taker, not a price maker, and he is inclined to move toward a regime that reduces the Fed's large holdings of long-term Treasuries and MBS. This implies less artificial demand, potentially pushing long-term yields higher over time.
MED
14:48
Jul 14
Jul 14
Warshing says containing inflation would be consistent with lower long-term Treasury yields and more affordable mortgages.
12:50
Jul 14
Jul 14
US Treasuries surged as traders pulled back from bets on Federal Reserve interest-rate hikes after consumer prices data came in lower than forecast.
11:58
Jul 14
Jul 14
The author provides a macro brief highlighting binary CPI risk, gamma fragility, IBM's capex pivot as a sector warning, and Hormuz disruption as a multi-commodity shock, but does not state any personal positions or explicit forward calls.
About TLT Analyst Coverage
Buzzberg tracks TLT (iShares 20+ Year Treasury Bond ETF) across 112 sources. 247 bullish vs 163 bearish calls from 415 analysts. Sentiment: predominantly bullish (6%). 1432 total trade ideas tracked. Past 7 days: 4 bullish, 5 bearish, 34 watch. Latest voices: Sung Sang-hyun, Amanda Lynam, Fernando Ulrich.