FreeTLTJul 18
The steepener has more room than consensus thinks
Front end is anchored. The term premium rebuild is the trade.
Viktor Reinholt
VerifiedTwo decades trading sovereign bonds. Curve trades, auction reads, and what the long end is really telling you.
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Posts
4FreeTIPMay 23
What a steeper curve means for TIP
Liquidity is tightening at the margin even as risk assets pretend otherwise.
PaidSHYMay 21
Why the long end is mispriced into SHY
Subscribers get the full thesis, the levels, and my positioning on SHY. Subscribe to read on.
PaidTIPMay 5
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.