Zortix matched this thesis to Rates & bonds ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.

Aggressive rate cuts under Trump risk inflation backlash

The thesis presented was that a new Fed chair focused on aggressively cutting rates to 1% per Trump's demand could trigger a bond market sell-off, pushing long-term rates higher due to inflation fears.

Socialismon MacroVoices