Search Results for: tlt

February 9, 2017 by Dan • FREE ACCESS

Last Friday on CNBC’s Options Action my co-panelist Carter Worth made the case for a near term rally in U.S. Treasury bonds . I am not going to revisit Carter’s entire technical thesis, but his …

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November 11, 2016 by riskreversal • Trade Ideas

In case you missed it, U.S. Treasury yields have been on the rise, with the 10 year at 2.15%, above the dividend yield on the S&P 500 (SPX) for the first time in a long …

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October 11, 2016 by Dan • Big Printin'

Expectations for a Fed Funds rate increase at the November 2nd FOMC meeting aren’t particularity high at only about a 19%. For all intents and purposes, this might as well be zero, especially just 6 days …

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September 14, 2016 by Dan • Big Printin'

This morning I had some thoughts on interest rates (MorningWord 9/14/16: Basket of Predictables). To recap, I don’t think they are going meaningfully higher anytime soon. Maybe we get back to 2.25% in the 10 …

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June 9, 2016 by Dan • Commentary

On May 20th we laid out out bullish view for U.S. Treasury bonds, expressing it with a Risk Reversal in September expiration (Must Yield to Fedestrians). Here was the trade an rationale: TLT ($130) Buy …

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May 20, 2016 by Dan • Trade Ideas

You know the drill by now, Fed Fund futures went from pricing about a 4% chance of the Fed raising interest rates for the first time since December 2015, and only the second time since …

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