Hedge funds massive short exposure on U.S Treasuries

Discussion in 'Fixed Income' started by GordyG, Aug 10, 2024.

  1. mervyn

    mervyn

    disinflation not deflation, totally different concept. but the question is whether the market rate is ahead of the fed and by how much.
     
    #21     Aug 13, 2024
    GordyG likes this.
  2. maxinger

    maxinger

    upload_2024-8-13_20-55-47.png


    Up it goes
     
    #22     Aug 13, 2024
    GordyG likes this.
  3. GordyG

    GordyG

    Are you still more bullish on zn, even after its good run?
    I see it held up well in early 2020 compared to the longer dated, and still got the yield.
     
    #23     Aug 13, 2024
  4. mervyn

    mervyn

    if you can afford the drawdown, then yes, keep roling forward.
     
    #24     Aug 13, 2024
  5. Just trying to remember when I started to buy T Notes and T Bonds. Somehow, must be party responsible for the picture below:

    upload_2024-8-21_12-30-56.png
     
    #25     Aug 21, 2024
    Bond Trader likes this.
  6. I already bought my T-Bills last week. Have no further intention of adding any more this year (unless something really bad or really good happens). :fistbump:
     
    #26     Aug 22, 2024
  7. Repoguy

    Repoguy

    This morning on BB says it all
     
    #27     Aug 23, 2024
    Bond Trader likes this.