Slack: C09VCM0PX5H/ts:1773913799.8007

Author: thibault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

treasury-bond-crisis-rates

🔴 [E2170] Situation so tricky prefer to remain at very short end (cash rates). Could make case for duration if apocalyptic credit event. Base case ~-15% in main indices not enough for duration to work.
challenging · 2026-04-07