ZFmain (5-YR T-NOTE - main 2609)
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After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t","listText":"A recent string of mismatches between macro data and capital flows has revealed a new direction for the rotation across global asset classes. After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t","text":"A recent string of mismatches between macro data and capital flows has revealed a new direction for the rotation across global asset classes. After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t","images":[{"img":"https://community-static.tradeup.com/news/b1d68d41ef1ab72218abe06408681eb1","width":"865","height":"575"},{"img":"https://community-static.tradeup.com/news/d4c230068847bbff5c88526ca1c1d993","width":"865","height":"387"},{"img":"https://community-static.tradeup.com/news/4e40f02b889e05510d26c1b194985edf","width":"865","height":"384"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":28,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583239757926496","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"comments":[],"streamModify":1783424304962,"id":583239757926496,"gmtCreate":1783423301047,"gmtModify":1783424304962,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_Tradinghouse","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491416357875149","authorIdStr":"3491416357875149"},"themes":[],"title":"Dollar Strength: I Booked the Straddle Win — Now Treasuries Are My Core Bet","htmlText":"A recent string of mismatches between macro data and capital flows has revealed a new direction for the rotation across global asset classes. After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t","listText":"A recent string of mismatches between macro data and capital flows has revealed a new direction for the rotation across global asset classes. After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t","text":"A recent string of mismatches between macro data and capital flows has revealed a new direction for the rotation across global asset classes. After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t","images":[{"img":"https://community-static.tradeup.com/news/b1d68d41ef1ab72218abe06408681eb1","width":"865","height":"575"},{"img":"https://community-static.tradeup.com/news/d4c230068847bbff5c88526ca1c1d993","width":"865","height":"387"},{"img":"https://community-static.tradeup.com/news/4e40f02b889e05510d26c1b194985edf","width":"865","height":"384"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":28,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583239757926496","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"imageCount":12,"langContent":"EN","totalScore":0}],"newsList":[],"exchange":{"abbreviation":"Chicago Board of Trade","code":"CBOT","exchangeId":"FT_EX_CBOT","name":"CBOT","securityType":"FUT","status":"Online","weight":40,"zone":"CDT","zoneId":"America/Chicago","zoneName":"Central Daylight Time"},"contract":{"categoryId":"FT_CA_Interest","contractCode":"ZF2609","contractId":"6e3c7022576143d68ed2f778c59f0ce6","contractMonth":"202609","currency":"USD","currencyName":"USD","deliveryMode":"Physical","description":{"productAlias":"","productExchangeUrl":"http://www.cmegroup.com/cn-s/trading/interest-rates/us-treasury/5-year-us-treasury-note_contract_specifications.html","productPriceIncrement":"0'002(One-quarter of one thirty-second (1/32) of one point ) (US$7.8125)","productScale":"Face value at maturity of $100,000","productTradingMonth":"3 nearest quarterly months","productTradingTime":"17:00(T-1)- 16:00","productType":"Interest Rates","productWorth":"US$1,000 x futures price","worth":1000},"exchangeCode":"CBOT","exchangeId":"FT_EX_CBOT","firstNoticeDate":"20260831","firstNoticeDateTimestamp":1788210000000,"hasVWAP":false,"isContinuous":false,"isMain":false,"isOmnibusTrade":true,"isTrade":true,"lastTradingDate":"20260930","lastTradingDateTimestamp":1790787660000,"multiplier":{"offset":0,"value":1000},"name":"5-YR T-NOTE - Sep 2026","overnightSupported":false,"productId":"FT_PD_ZF_FUT","productPriceConfig":{"displayMultiplier":{"offset":0,"value":1},"maxScale":7,"priceIncrements":[{"displayPriceIncrement":{"offset":7,"value":78125},"priceLowerLimit":{"offset":0,"value":0},"priceUpperLimit":{"offset":0,"value":0}}],"quotesScale":{"offset":7,"value":1},"quotesVendorMultiplier":{"offset":0,"value":1},"tradeMultiplier":{"offset":0,"value":1}},"quotesDisplayType":"Interest","referMainContractCode":"ZFmain","referMainContractId":"87fc784c82f44d21ab56921b7f6a44ab","securityType":"FUT","status":"Online","symbol":"ZF","symbolId":"FT_SY_ZF","symbolName":"5-YR T-NOTE"}}