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VireshK9 VireshK9 XLF, D, Long ,
XLF: XLF looking like a good long position here as a short bond proxy
17 0 4
XLF, D Long
XLF looking like a good long position here as a short bond proxy

If you expect an uptick in inflation like I do in the US, the Financials could be a good way to play this. With USD down more than 10% this year, commodities having risen by more, and continued labour market tightness, inflation could surprise to the upside over the next few months and $XLF could be the proxy to play this, rather than being short bonds - which ...

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