If inflation is given and interest rates do not rise, expect negative real rates on long-term bonds. If inflation rises faster than the possible rate hike, expect negative real rates on long-term bonds.
If real rates on long-term bonds fall, expect a rise in inverse ETFs like this one. They have been one of Burry's bets to protect himself from the inflationary escalation that he foresees.
TMV
The latest report of the portfolio positions of Scion Asset Management was published last Monday, May 17, I recommend checking it out.
If real rates on long-term bonds fall, expect a rise in inverse ETFs like this one. They have been one of Burry's bets to protect himself from the inflationary escalation that he foresees.
TMVThe latest report of the portfolio positions of Scion Asset Management was published last Monday, May 17, I recommend checking it out.
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.