42 Macro发布 2026-10-02
《The Macro Minute: What is the most important thing we learned today?》
$LTPZ看跌
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.