TLT
FreeThe steepener has more room than consensus thinks
Front end is anchored. The term premium rebuild is the trade.
TLT18 Jul· 7 min
Viktor Reinholt Verified
4 notes · 23 subscribers · publishing since May 2026
Two decades trading sovereign bonds. Curve trades, auction reads, and what the long end is really telling you.
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Notes
4What a steeper curve means for TIP
Liquidity is tightening at the margin even as risk assets pretend otherwise.
TIP23 May· 10 min
SHY
SubscribersWhy the long end is mispriced into SHY
Subscribers get the full thesis, the levels, and my positioning on SHY. Subscribe to read on.
SHY21 May· 7 min
What a steeper curve means for TIP (Part 2)
Subscribers get the full thesis, the levels, and my positioning on TIP. Subscribe to read on.
TIP5 May· 9 min
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