Hedge funds massive short exposure on U.S Treasuries

[mervyn]

All important CPI news release tomorrow.

My uninformed numpty opinion is that the U.S will point further towards deflation rather than inflation.

The S&P 500 rally over the last week also looks like a classic relief rally.

disinflation not deflation, totally different concept. but the question is whether the market rate is ahead of the fed and by how much.

 

[maxinger]

Up it goes

 

[GordyG]

disinflation not deflation, totally different concept. but the question is whether the market rate is ahead of the fed and by how much.

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.

 

[mervyn]

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.

if you can afford the drawdown, then yes, keep roling forward.

 

[Nighthawk]

Just trying to remember when I started to buy T Notes and T Bonds. Somehow, must be party responsible for the picture below:

 

[The_Krakenite]

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).

 

[Repoguy]

This morning on BB says it all