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Trade Alert on Bonds
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Trade Alert on Bonds

Fixed Income Traders De-Risk Ahead of CPI

Feb 12, 2025
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Bleeding Edge Macro
Bleeding Edge Macro
Trade Alert on Bonds
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The entire yield curve is pressing higher today ahead of CPI tonight. The market is pricing a hot print, and I think we’ll get it. If you are long bonds, I recommend you hedge up before the event.

The labour market is tight, speculation still rampant and financial conditions are easy. Even the FOMC is beginning to recognize it: yesterday FOMC voter Willi…

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