Quinn Thompson

Latest positions

• QTQuinn ThompsonSharply rising on inflation Inflation is on the firm side and re-accelerating, with little disinflation ahead given oil. ▶ 3:26 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
• QTQuinn ThompsonStrongly hawkish on Board of Governors of the Federal Reserve System It will be very difficult for the Fed not to hike over coming meetings; base case shifting toward a hike. “it's going to be very difficult for them to not hike i think over the coming meetings” ▶ 22:16 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
• QTQuinn ThompsonFalling on nominal GDP Quinn expects growth to peak out and decline from here into next year. “I do think growth, growth will be peaking out and decline from here into next year” ▶ 32:12 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
• QTQuinn ThompsonRisk rising sharply on 3X levered ETF Quinn warns that once a trade is levered to the gills with hundreds of billions in 3X levered ETF volume and rinses out, it's an area to avoid for six months to a year. ▶ 41:01 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
• QTQuinn ThompsonFalling on SOFR He would fade the three hikes priced into the SOFR curve into mid-2027, preferring SOFR exposure. ▶ 28:14 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
• QTQuinn ThompsonBearish on equities Three hikes in six to nine months would mean the stock market takes an absolute beating. “if they ripped three hikes in the next six to nine months like you gotta imagine the stock market's taking an absolute beating” ▶ 28:14 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
• QTQuinn ThompsonStrongly bullish on oil Suppressed prices post-war brought on the return to highs; oil at $120 would be a crisis. “when they suppressed prices for many months post-war, that's why we're back to highs” ▶ 8:29 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept