Growth and inflation keep surprising to the upside so I would lean bearish bonds. But I dont really see a great risk/reward setup either way here. January CPI/PPI tends to be an outlier in many years so I think many bond traders waiting for confirmation of a nascent inflation spike from next months print.
Growth and inflation keep surprising to the upside so I would lean bearish bonds. But I dont really see a great risk/reward setup either way here. January CPI/PPI tends to be an outlier in many years so I think many bond traders waiting for confirmation of a nascent inflation spike from next months print.
Just joined. Where do you post your trades? I haven't used Substack before for trading. Thanks!
thank you
Any perspective on long duration bonds after the data last week?