Poll time: What's your current positioning on US long-term treasuries?
YES = underweight, no exposure, or actively short
NO = equal weight or overweight, meaningfully long
Interested to see where people stand here. The setup's getting interesting with rates pinned high and recession odds creeping up. Classic barbell question — are you fading the rally or positioning for the eventual pivot?
Drop your vote. Curious how crowded either side is right now.
YES = underweight, no exposure, or actively short
NO = equal weight or overweight, meaningfully long
Interested to see where people stand here. The setup's getting interesting with rates pinned high and recession odds creeping up. Classic barbell question — are you fading the rally or positioning for the eventual pivot?
Drop your vote. Curious how crowded either side is right now.