TLT iShares 20+ Year Treasury Bond ETF Loading... : Bullish and Bearish Analyst Opinions
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07:50
Jun 19
Jun 19
UK government bonds fell as oil price concerns over inflation and political uncertainty from Andy Burnham's by-election win weighed on sentiment
03:22
Jun 19
Jun 19
Long US Treasuries as yields offer value.
US 10-year Treasury yields above 4% historically offer good returns; the Fed is done easing and unlikely to hike further, making duration attractive for the next six months, with the intention to jawbone long-end yields lower.
MED
21:30
Jun 18
Jun 18
Long TLT as bonds cheapened significantly, making them more attractive on a risk-adjusted basis; author adding to get closer to risk target with cheap fixed income exposure.
HIGH
20:35
Jun 18
Jun 18
Treasury yields fell and oil prices edged lower as investors bet improving Middle East energy flows could reduce inflation pressure and allow the Fed to keep rates unchanged.
20:00
Jun 18
Jun 18
Buy US Treasuries for crash safety.
During the coming market crash after the melt-up, US Treasury bonds will be the only true safe haven, providing essential dollar exposure as a global scramble for dollars and safe assets unfolds, much like in 2008.
HIGH
19:40
Jun 18
Jun 18
Speaker explains TLT's recent strength via reduced term premium rewarding Fed independence, then flags a conditional bearish catalyst: Warsh/Trump pushing for more rate cuts would pressure TLT sharply lower.
MED
19:15
Jun 18
Jun 18
A Markets Pulse survey indicates that thirty-year Treasury yields are expected to rise back above five percent by the end of the year.
18:44
Jun 18
Jun 18
The author provides a detailed sector and factor rotation scanner with data-driven observations but no explicit personal positions or forward calls, only a disciplined risk-on read with noted divergences.
16:42
Jun 18
Jun 18
The author expects long rates to rise with large Treasury issuance in August-September, potentially spooking markets and causing a correction.
12:30
Jun 18
Jun 18
Bond rally possible if Fed hikes.
If the Fed were forced to raise rates, it would be a small 25-50 bps move, and the bond market might actually rally on it because previous rate cuts failed to lower bond yields and a hike could be seen as a final step or a sign of confidence, with yields already normalized.
LOW
10:57
Jun 18
Jun 18
US Treasuries rebounded from a selloff after new Federal Reserve Chairman Kevin Warsh positioned himself as a credible figure to fight inflation.
03:59
Jun 18
Jun 18
Japanese government bonds decline, tracking losses in U.S. Treasuries as reported by the Wall Street Journal.
21:57
Jun 17
Jun 17
Yield curve to flatten on hikes.
If the Fed commits to rate hikes to fight inflation, front-end yields will rise while the long end will outperform on a relative basis, driving a flattening of the yield curve as the market prices in credible inflation control.
MED
21:54
Jun 17
Jun 17
Author mentions bonds, gold, and commodities as part of a portfolio weight adjustment but provides no explicit directional position or trade action.
LOW
21:03
Jun 17
Jun 17
Hawkish Fed ultimately good for long bonds.
A Fed that is committed to fighting inflation and is vigilant about price stability should ultimately be positive for long-duration bonds, because it anchors long-term inflation expectations and prevents runaway yields. The historical example of 2022 shows that when the Fed panicked and hiked aggressively, bond investors were able to hold in. Today's hawkish message from Chair Warsh reinforces that the Fed will not let inflation get out of control, which is good for long bonds over time.
MED
20:06
Jun 17
Jun 17
The yield curve flattened sharply as short-term yields rose and long-term yields fell, reflecting a hawkish Fed interpretation from markets.
LOW
19:53
Jun 17
Jun 17
Hawkish Fed supports long-dated bonds.
A hawkish Federal Reserve that reaffirms its commitment to price stability will anchor inflation expectations and create support for the long end of the Treasury market, making long-dated bonds attractive.
HIGH
19:48
Jun 17
Jun 17
Long the 5-30 yield curve flattener (short long-end duration via TLT) as hawkish Fed rhetoric anchors short rates while compressing the long end premium; author doubled on the Fed statement.
MED
19:10
Jun 17
Jun 17
Inflation to force Fed rate hikes.
Persistent pass‑through of energy costs is keeping inflation elevated, and the Fed’s ability to contain it is limited by supply shocks and rising inequality. The balance of risks suggests more Fed governors will shift toward favoring future rate hikes, and the dot plot is unlikely to show rate cuts this year.
MED
13:55
Jun 17
Jun 17
MUFG's chief of US macro strategy George Goncalves says falling oil prices should smooth the way for a fixed-income rally as new Fed Chair Kevin Warsh leads his first policy meeting.
13:29
Jun 17
Jun 17
Government debt market is on fire.
The US government debt market is in a catastrophic state, like a house on fire, and the Fed under Kevin Warsh is boxed in and unable to address it effectively. This suggests a structural breakdown that will end badly for government bonds.
MED
13:10
Jun 17
Jun 17
Fidelity portfolio managers warn that Kevin Warsh's debut press conference could trigger bond-market volatility as the Fed holds rates and markets focus on his inflation messaging.
13:08
Jun 17
Jun 17
Long duration bonds as housing unaffordability and political utility prevent yield spikes; shorting bonds futile without an inflationary catalyst.
MED
13:02
Jun 17
Jun 17
Bonds poised for summer rally.
We are entering a summer of the bond market; rates have peaked for the cycle, oil prices are contained, no second-wave inflation, labor market not as strong as reported, and the Fed could open a window to cut rates later this year, fueling a bond rally.
HIGH
12:58
Jun 17
Jun 17
Fidelity investors warn that new Fed Chair Kevin Warsh could trigger bond-market volatility and reset inflation expectations after Wednesday's policy decision.
12:25
Jun 17
Jun 17
The author provides a comprehensive macro and market brief ahead of Fed day, analyzing gamma pinning, crude dynamics, and G7 mineral caps without stating any personal positions or forward calls.
11:53
Jun 17
Jun 17
The author provides a comprehensive macro and market brief ahead of Fed day, analyzing gamma pinning, crude dynamics, and G7 mineral caps without stating any personal positions or forward calls.
09:11
Jun 17
Jun 17
Fade rate hikes via US/UK bonds
The US-Iran peace deal reduces oil prices and inflation, removing the need for further rate hikes by major central banks like the Fed and Bank of England. The bond market is still pricing about 30–35 basis points of hikes over the next year, which is too aggressive. The Fed under new chair Kevin Warsh may avoid hiking, and the Bank of England has already tightened financial conditions by pricing out cuts. U.S. and UK government bonds are attractive because rate hike expectations should be faded.
HIGH
23:11
Jun 16
Jun 16
Markets are unwinding Iran war-driven inflation trades with lower oil prices and bond yields shifting attention to Kevin Warsh's first Fed meeting as chair.
22:33
Jun 16
Jun 16
Fed rate hike risk pressures Treasuries.
He argues it makes more sense to own high-quality investment grade corporate bonds rather than Treasuries. Credit spreads, though narrow, still provide a yield pick-up, and declining long-duration Treasury demand from well-funded pension funds makes corporate bonds relatively more attractive.
MED
About TLT Analyst Coverage
Buzzberg tracks TLT (iShares 20+ Year Treasury Bond ETF) across 100 sources. 218 bullish vs 120 bearish calls from 367 analysts. Sentiment: predominantly bullish (8%). 1248 total trade ideas tracked. Past 7 days: 14 bullish, 5 bearish, 24 watch. Latest voices: Bloomberg, Isaac Poole, Andy Constan.