ZB=F U.S. Treasury Bond Futures 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
Source
10:00
Sep 25
Sep 25
Forward Guidance
Higher yields remain the pain trade.
DCP says the bond and STIR markets cannot flip to a favorable long until conditions materially change, so the pain trade remains higher yields. He points to SOFR pricing no cuts until December 2029 and four hikes, AI capex, diesel and fiscal inflation, and geopolitical stalemate keeping upward pressure on yields. He sees the 30-year potentially reaching 6%, the front end around 5-5.5%, and ZB breaking 103/103-12 as a path toward par, roughly 6%.
ZB=F
U.S. Treasury Bond Futures
Short
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About ZB=F Investor Commentary
Across the available history and selected sources, Buzzberg tracks ZB=F (U.S. Treasury Bond Futures) across 3 sources: 2 bullish vs 3 bearish calls from 3 authors. Historical directional balance: -14% = 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. 7 total trade ideas tracked. Latest voices: Andy Constan, DCP.