Long - term Treasuries

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TLT: Higher Term Premiums On The Incoming Rate-Cut Bets
Seeking Alpha· 2025-09-11 23:35
Ongoing fiscal deficit concerns, weakening global demand, and Trump's recent policies have been capping the upside potential for long-term Treasuries. We've seen the front end of the curve drop meaningfully while the long end remains elevated, reflectingI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I'm a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ro ...