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Duration... Bond convexity.
(he hinted at it in the piece, lower inflation post-Iran peace is gonna rally the long bonds more than the short. Some resources here #1430666)
I disagree. The trend is growing demand for short term treasuries. Unless we are flipping to a deflationary environment I don't see a huge rally for long term bonds in the future.
disagree with his take, or the trading implication of his assessment?
Duration... Bond convexity.
(he hinted at it in the piece, lower inflation post-Iran peace is gonna rally the long bonds more than the short. Some resources here #1430666)