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Sell US stocks, buy long-term Treasuries as rates likely fall, says analyst.

Market News
17 Jun 2026
Seeking Alpha
View Source
Bearish
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An analyst recommends selling core US stock indices due to high valuations and narrow market leadership, while suggesting reallocating capital into long-duration US Treasuries like TLT and IEF. Despite concerns about Federal Reserve policies and regulatory changes, the analyst expects these factors to support US debt and lead to lower interest rates. Market data showing reduced short interest in these Treasuries supports the view that the worst is over for US long-term debt. This strategy anticipates a shift to a lower interest rate environment, benefiting long-duration bonds.

More News (TLT)

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