What was said about iShares 20+ Year Treasury Bond ETF

Kevin considers TLT attractive as investors seek Treasury exposure during technology-market stress. He identifies $78.77 as a historically respected support floor and expects an Iran agreement to provide another catalyst for bond appreciation.

Kevin favors TLT as investors seek Treasury exposure during technology-stock volatility. He identifies $78.77 as a long-term support area and expects bond values to rally if an Iran deal is signed.

Kevin argues that growth fears and neocloud stress are encouraging Treasury purchases and reinforcing TLT's bottom. He also expects an Iran deal to lift TLT as bond yields decline.

Kevin expects an Iran deal to lift long-duration Treasury bond prices as yields fall. He also argues that growth fears and hardware-sector stress are supporting a bottom in TLT.

Before the CPI release, Kevin tentatively anticipates TLT recovering toward its familiar 77–78 area that day. The subsequent inflation surprise and higher Treasury yields weaken the recovery backdrop, with an Iran agreement becoming central to his hope for rate relief.

He calls a peak in yields around five and a quarter percent and says the 78.77 line on TLT is support the fund can hold or regain.

Kevin argues that despite a near-term Fed rate hike, disinflationary forces from AI productivity, normalizing labor participation, and the fading Iran conflict will bring rates down over time, with him betting on the lowest rates ever by 2032. He also believes markets are currently pricing in too many future hikes, which he expects to be walked back as inflation cools.

The host believes TLT has probably bottomed and Treasury yields have peaked as Treasury buybacks begin easing selling pressure. He expects attractive yields to draw buyers once downward bond momentum stops, potentially supporting a broader equity rally.

The host expects TLT to find a bottom soon and rebound following an extreme sell-off. Its deeply oversold RSI supports the thesis, although widespread expectations of a rebound may delay it.

The host argues that bond prices have fallen too quickly because of hedging and forced liquidation rather than a fundamental change. He expects oversold bonds to rebound, lowering yields and supporting equities.

The host identifies TLT as oversold and near a trend line associated with earlier rebounds. He nevertheless expects continued pressure without favorable external news, making a recovery conditional rather than assured.

The host argues 10-year Treasury yields are breaking out to a 19-year high near 5% and that nothing the Treasury is doing is working to bring yields down, implying continued pressure on long-duration bond prices. He says only an economic crack, an AI trade slowdown, or an end to the Iran war could bring yields down.

The host expects long-term Treasury yields to decline after an anticipated Fed rate hike on Wednesday, which would imply bond price strength, though he frames this within a broader uncertain rate-hiking cycle narrative.

The host expects long-term Treasury yields to rise due to renewed Canada tariffs and lingering inflation concerns, which implies falling long-duration bond prices. He frames this as a headwind for both bonds and equities.