My view on treasuries as a commodity investor
Member Report - Big moves in the treasury market around the corner!
Hello subscribers,
todays Member Report is about treasuries. While I’m mostly trading commodities based on my unique system, I also trade several financial futures contracts. The sentiment towards treasuries was pretty bad over the last several months which made me pensive.
Here is why I think some durations are interesting again for investors.
What is my thesis?
The FED seems to hike faster than anticipated, rate hikes are also around the corner and inflation is high. Usually, this isn’t the best environment for treasuries, right?