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!
Always on the substack chat. Make sure you have the app and notifications. Welcome!
thank you
Any perspective on long duration bonds after the data last week?