回复@Bear_Prince: 嘿嘿我又来了请问下大佬的 tlt target看到多少
如果priced in july rate cut and average with 2025 rate cuts in two year basis，那么从2 yrs notes来看，大概还有23bps的利润。由于fed上调r^* 约 20bps，所以给到20+ yrs大概就3bps的空间，所以tlt现在这个位置是不是差不多了呀//@Bear_Prince:回复@Bear_Prince:30yr auction 1.5bps through. It tells how institutions think of inflation prints. Long end 的上涨还没有结束。明天有umich 数据。I think inflation expectation continues to go down. My opinion only not financial advice