johan.gradin

Yields vs ZBs

CBOT:ZB1!   T-본드 선물
2
Time to short yields. Trajectory on reduction of LSAPs is what's important now, Not the fact that they're reducting, that's priced in and happenin. It's going to be data dependent, which means we're in for another round of this psychological waterboarding of strong highly opinionated market views. This combined with big positioning to the downside for bonds, i.e higher yields. Makes it a low risk contrarian entry.
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