The Bottom Is In For Yields, NOT Equities | Vincent Deluard

Bullish

• $EQUITIES— Bullish on European and Rest of World equities, expecting outperformance as global economic trends shift

  • “I think that trade, long long euro long not just Europe, but really Rest of the world. More what rest of the world. Yeah. Yeah. It's it's finally the year where it works.”

    Vincent·1:03:32Hear it
• $JGB— Potential interest in Japanese bonds due to surprisingly high yields

  • “What's the thirty year in Japan or 2.6, something like that? I guess it's I mean, these levels are just mind blowing.”

    Vincent·1:01:15Hear it

Bearish

• $TLT— Bearish on US Treasuries, expecting yields to rise as the bottom in yields is believed to be in

  • “I think yields are gonna creep back up. My my if I were to summarize my market view is I think the bottom in yields is in and the bottom in stock is not.”

    Vincent·33:26Hear it
• $DXY— Bearish on the US Dollar, anticipating a potential reversal of dollar dominance

  • “I could see a a path where, you know, the the max seven domination dollar mac dollar milkshake plus max seven domination flips back. And it's like, well, they start bringing back, and now European stocks are performing and the euros are performing.”

    Vincent·1:01:14Hear it
• $SPY— Bearish on US stocks due to fiscal austerity and neutral monetary policy

  • “In The US, we have, fiscal austerity, with both cuts in spend and tax increase. Again, tariffs are a tax. Monetary policy that's kind of, like, you know, neutral ish Nothing. Yeah. But not not much going on there.”

    Vincent·1:02:22Hear it

Not investment advice.