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[deleted] t1_j6nqmfo wrote

Traders are betting yields will go higher with future rate hikes and hawkishness. They don’t expect a pivot

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zxc123zxc123 t1_j6oqynq wrote

This. What kind of regard would lock in 3% for 30 years if they know they can lock in 4% or 5% if they wait 6-12 months instead?

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EWJWNNMSG t1_j6pc769 wrote

Or you keep the bond part of your portfolio in something like 25% long bonds and lock the 3.5% in the 10 right now and 75% t-bill and then as the fed keeps getting to 5% you continue aggressively transitioning from the short end to the long end, I would already go beyond 50% of the portfolio if you actually get 4%. You know, as the pros are doing. I'm not of course but that's only because I don't like money

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