HSBC on rates: either bear or bull steepener ahead. "Our view is that the Fed is likely to commence net asset purchases, concentrated in T-bills, from Q1 2026". What I've been calling QE.b. The market has started putting steepeners on again after six months of chop. https://t.co/aOXQZJpKDW
Original source ↗  |  December 05, 2025 at 00:58 UTC  |  Twitter - @krugermacro

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: Stocks with paid promotion campaigns (e.g., YYAI as an example) DIRECTION: Short THESIS: Stocks identified as engaging in paid stock promotion campaigns, like $YYAI, have historically experienced significant declines (90%+) shortly after the promotion, presenting a short opportunity. SPEAKER: @stockjabber TIMEFRAME: Short-term to medium-term

IDEA [4] TICKER: BTC (Bitcoin) DIRECTION: Avoid / Short (implied) THESIS: Bitcoin is expected to remain in a bear market as long as AI progress continues, as capital is currently preferring AI investments over crypto as a hedge against fiat devaluation. SPEAKER

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