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Bank of America 8.5
Investment Bank $3040.00B
Jim DeMare 9.0
9/17/2025 4:38:45 PM
dxy
We're looking at weakness in dollars 10%, 15% versus its peak.
4 calls
-1
no reliable edge (random outcomes)
9/3/2025 5:31:38 PM short term sharp down 5 days later -0.57% +0.85%
yields
I think we have to see a considerable drop in longer term rates to really get that traditional impact. We had an inverted curve for an extended period of time which everybody indicated should indicate a weakening economy, which we didn't see. So a cautious down direction in yields medium term reflects this view.
14 calls
+0
no reliable edge (random outcomes)
9/5/2025 10:40:41 PM medium term cautious down 21 days later +2.35% -1.17%
9/3/2025 5:31:38 PM medium term sharp down 20 days later -0.69% +1.04%
8/26/2025 11:54:24 PM short term cautious down 6 days later +0.92% -0.46%
8/14/2025 9:14:07 PM short term cautious down 5 days later -0.74% +0.37%
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