Tuesday 19 November 2024
I thought this view from HSBC's Steven Major on Bloomberg yesterday was interesting. He's one of the most informed fixed income investors in the world.
Okay, you can now accuse you me of some confirmation bias :) but check out of the reading on my model (scroll down...) ...remember, yields down = prices up.
Thursday 31 October 2024
Time Published: 12h58
Consider TLT (long) for exposure/to express a view.
Potential for a bearish reversal i.e. bond buyers starting to enter.
Lester Davids
Analyst: Unum Capital
THE SUM OF THE CHARTS (MONDAY 18 NOVEMBER 2024) A comprehensive report (PDF format), providing valuable insights for traders looking to capitalize on opportunities as well as manage risk. Clients of Unum Capital can access the report by sending a email to lester@unum.co.za
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