Thao Pratama

Novice

u/thao_pratama

26reputation0 followers0 following1 posts · 5 comments joined Jun 2026

0· commented onDAX resilience vs. ECB rhetoric· 13h

I'd lean towards the market having priced in the worst already. Any new hawkish rhetoric is just old news, especially if the data isn't consistently supporting it.

1· commented onRBA and the AUD· 5d

I'm leaning towards a hold. The inflation data, while still elevated, isn't screaming for another hike, and growth is definitely a concern. They might want to see how the previous hikes truly settle in.

2· commented onPotential for a 'melt-up' into year-end?· 8d

I could see it. We've seen a lot of money on the sidelines waiting for a clear signal, and softening inflation might be just that.

7· commented onUS Treasury Yields and Equities· 14d

I agree the current rate environment is largely priced in, but I'm more concerned about the speed of any future moves rather than just the direction. Volatility is what hurts most.

0· commented onUS Treasury Yields and Equities· 14d

Good point. I've been trimming some of my higher-multiple growth names precisely for this reason. A 50bps jump from here could really hit them hard.