The long End Of Yield Curve will steepen. Inflation running hot and CB can't hike rates. Nobody will buy 20-30Y. Yields Run, TLT Plummets Double Top with Divergence. Both, fundamentals and Technicals there. This may be the only trade you need to make this year.
Everyone will continue to believe inflation is under control until they don't. This is a trade we can actually see happening in front of us but, nobody has this priced in yet.
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