Trump may bring inflation shocks, and "Doctor Doom" Rubini is betting on this popular trade!
Rubini refuted traditional safe-haven trades, not bullish on long-term US bonds and bitcoin.
Yen Strengthens on Dollar as US Bond Yields Fall: Markets Wrap
Ishares Iboxx $ High Yield Corporate Bond Etf Options Spot-On: On November 27th, 181.69K Contracts Were Traded, With 5.26 Million Open Interest
On November 27th ET, $Ishares Iboxx $ High Yield Corporate Bond Etf(HYG.US)$ had active options trading, with a total trading volume of 181.69K options for the day, of which put options accounted
US Treasury bonds are at risk of deep selling, with the 10-year US Treasury yield potentially rising to 4.9%.
Options traders are betting that U.S. Treasuries will face a deep sell-off within the next few weeks, and the upcoming major events will be key to these bets.
Japanese Yen Expected to Slide as US Policy Drives Dollar Higher - BofA
The atmosphere changed after Trump's election: the Federal Reserve minutes indicated that many supported a "gradual" rate cut, and officials raised the possibility of pausing actions.
The 'New Federal Reserve News Agency' indicated that the minutes suggest that if inflation progress stalls, there will be more cautious interest rate cuts; Fed officials discussed a technical reduction of the ON RRP rate by 5 basis points at the 'next meeting'.