I don’t have a sense that people were speculating on rising rates in Europe. Rather, they were going long and got wiped out lately. My guess is the positions are pretty clean in Europe. But I do think that the reality of QE will cause bunds to resume their drift higher.

I have no position on short-term USTs; there is significant risk on both sides. My bullish call pertains only to the long end.

2001 Addison Street Suite 240
Berkeley, CA 94704

CONTACT US

Hon Te - Contact Us Form

  • This field is for validation purposes and should be left unchanged.
Hon Te Advisors
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.