US Yield curve made new highs YET AGAIN on Friday…. you know our view.
BUY AVIATE YIELD CURVE BASKET
BUY AVIATE ABEONOMICS BASKET
BUY AVIATE REVAL BASKET
BUY AVIATE USD STRENGTH BASKET.
These trades ARE working.
Best exposures to US yield curve steepening;
- BUY Japanese Banks – BUY MUFG (8306 JP), BUY SMFG (8316 JP)
- BUY QBE AU
- SELL SINGAPORE REITS – SELL KREIT SP, SELL MINT SP, SELL SUN SP, SELL CRCT SP (also HK REITS Champion (2778 HK) and Yuexiu (405 HK)
- Supportive of Abenomics – As US QE tapers, supportive of Japanese QE – BUY Abenomics Basket.
- Supportive of stronger USD call – Supports SELL AUD call (Buy RIO (RIO AU); SELL no growth / yield proxies i.e. (TLS AU), OZ BANKS; SELL AUD); USD Earning names – BUY QBE AU, BUY BXB AU, BUY FOX AU; Pair trade India – BUY Infosys, BUY TCS, BUY DR Reddy’s, SELL SBIN IN, Sell Index, (SELL Domestic exposure); BUY A/H China spread
Call for details.
