10Y

Bonds Are Stuck In The Worst Rut In 52 Years – Here’s Why

September 27, 2017September 27, 2017

It's no secret that everyone jumped the gun on the whole Trump-ian "reflation" trade in the immediate aftermath of the election. Headed into 2017, short USTs and long USD were the two of the most crowded trades on the planet. Everyone seemed to assume that the combination of a Republican-controlled government and a President who describes himself as God's gift to deal making would result in the near instantaneous implementation of an agenda that included tax reform, fiscal stimulus, an

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4 thoughts on “Bonds Are Stuck In The Worst Rut In 52 Years – Here’s Why”

Paul

September 27, 2017 at 9:20 pms Reply

Above 250 Bps UST10 is reasonable value
Below 210 it’s expensive
Welcome to range trading…
Anonymous

September 27, 2017 at 10:02 pms Reply

There is a really good chance that the 10 yr. will trade to .90.
1. Irb
  
  September 28, 2017 at 3:15 ams Reply
  
  Raoul Pal sees it going to 0.50% lol
  Not so sure with inflation coming…
Irb

September 28, 2017 at 3:12 ams Reply

Range trade my ass. 10 yr yields now in a 3rd wave muppets.