Research Notes · Ticker
TLT
Kresmion Research notes about TLT. Independent, source-attributed, information-only.
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- July 28, 2026The Market Prices a One in Four Chance the Fed Raises Rates on Wednesday. Economists Still Say No Change.
- July 24, 2026The Fed Has Cut 0.75 Points Since Last Summer. The Two-Year Treasury Has Risen 0.48.
- July 23, 2026Gold's 30-Day Correlation With Bitcoin Reached 0.64. With Long Treasuries It Is 0.10.
- June 28, 2026Treasuries Have Started Moving With Stocks. The 60/40 Bond Hedge Is Quietly Weakening
- June 17, 2026The Market Prices Today's Fed Decision at 98%. The Real Event Is Warsh's First Dot Plot.