Fidenza Macro

Fidenza Macro

Trade alert - close long gold at 3332 and close short US Treasury short at 112'10

Geo Chen's avatar
Geo Chen
May 26, 2025
∙ Paid

Some news came out today suggesting that both Japan and the UK will issue less on the long end and more at shorter maturities. This is similar to what Yellen did in 2023 to trigger a rally in long bo…

User's avatar

Continue reading this post for free, courtesy of Geo Chen.

Or purchase a paid subscription.
© 2026 Geo Chen · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture