Archr Archr Archr
  • Home.
  • About.
  • People.
  • Services.
  • Contact.
  • Home.
  • About.
  • People.
  • Services.
  • Contact.
Thursday, 10 June, 2021

TD not too bad on their US calls:::: so can have a read of this:

TD not too bad on their US calls:::: so can have a read of this

fits wiht your doewnside trades pout on over the last couple of sessions:

TD Securities Recommend Short US 10y Treasuries
* TD Securities issue new trade recommendation: Short US 10y Treasuries.
* They cite an entry of 1.50%, targeting 1.70% with a stop-loss of 1.39%.
* TD write that even though the last two jobs reports were weaker than consensus, momentum remains solid. They look for Q2 and Q3 GDP of 8% and 7%, respectively.
* CPI is likely to remain strong. Even though the recent move is mostly driven by supply chain disruptions and reopening-related demand, it can bring some caution at the Fed about being too dovish.
* While they don’t expect the Fed to taper until early-2022, they expect them to sound upbeat on the recovery. The median 2023 dot is likely to move higher, and the Fed can start to talk about the conditions and timing of the exit. This should come as a surprise to the market, which is priced for a dovish Fed.
* Even though the market is pricing in strong CPI and a dovish Fed, the biggest risk to the trade is a weakening in growth/inflation momentum and even more Fed dovishness.

——————————————————————————-
This message may contain confidential or privileged information. If you are not
the intended recipient, please advise us immediately and delete this message.
The unauthorised use, disclosure, distribution and/or copying of this e-mail or
any information it contains is prohibited.
This information is not, and should not be construed as, a recommendation,
solicitation or offer to buy or sell any securities or related financial
products. This information does not constitute investment advice, does not
constitute a personal recommendation and has been prepared without regard to
the individual financial circumstances, needs or objectives of persons who
receive it.

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook

Like this:

Like Loading...

Related

A BESPOKE BROKING SERVICE ROOTED IN ENTREPRENEURIALISM, MOTIVATION AND REPUTATION

  • Careers
  • Terms
  • Compliance
  • Order Execution Policy Disclosure
  • Privacy Policy
  • Linkedin
  • Twitter
LONDON

49 Carnaby Street,
London, W1F 9PY

DUBAI

Unit Ot 19-31, Level 19, Central Park Offices,
Dubai International Financial Centre,
Dubai, 507146

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook

Like this:

Like Loading...

Related

CONTACT

t. +44 (0)20 7422 2970

hq@archr.com

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook

Like this:

Like Loading...

Related

Archr © Copyright Archr LLP 2020
%d