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.

Long-end Treasury yields pressured to 4.5%-5% range

The thesis presented was that 10-year Treasury yields will remain elevated in a 4.5% to 5% range due to crowding out from corporate issuance, reduced foreign buying, and increased global sovereign debt supply.

Thoughtful Money'shead of macro strategy at Academy Securitieson Thoughtful Money