42 Macro 对 $LTPZ 的判断变化

2026-10-02看跌
《The Macro Minute: What is the most important thing we learned today?》
对 LTPZ 持强烈负面看法,完全回避。

你对长期通胀挂钩债券 LTPZ 怎么看?它 6.57% 的通胀挂钩收益率非常有吸引力。我没有一根十英尺长的棍子,但如果有的话,我会用那根棍子像这样把 LTPZ 推开。

What is your opinion on the long-term inflation-linked bond, LTPZ? Its yield of 6.57%, inflation- linked, is very attractive. I do n't have a 10-foot stick, but if I did, I would have shoved LTPZ away with that stick like this.