The ACD Method

BTW, the best trade I'm in right now is long the yield curve. If Trump wins it will explode higher. If Clinton wins, it will grind higher. Either way. I believe it's going to steepen.
 
Trying to think of the opposite pressure. What benefits from a steepening curve? Banks and insurance if they aren't net long Treasuries. May have to let the smoke clear on that one.
 
Cswim63 said:
Trying to think of the opposite pressure. What benefits from a steepening curve? Banks and insurance if they aren't net long Treasuries. May have to let the smoke clear on that one.
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Yeah banks will benefit the most (large money center banks) and they have held up well. The dollar will also benefit. We are pulling back to the QTR A up on the dollar as we speak.
 
Expecting chop out of USD as we near election. I have it scored as any whiff of a Trump win, you get dollar weakness. But I say that with respect for the ongoing trend. Euro at 1.1050 kinda seems like no man's land.
 
Wonder how much of that is linked to strength in China. I noticed that the PMI was up. How much of our coal now goes to export? Probably much more than before.
 
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