TLT: Rate Expectations Down And Yields Up? It's All About The Term Premium

Core Viewpoint - The article discusses the potential resurgence of safe-haven demand for long-term Treasuries, particularly the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT), amid volatility in the equity markets [1]. Group 1: Market Analysis - The author suggests that the current market conditions may lead to increased interest in long-term Treasuries as a protective investment strategy [1]. - The analysis is based on macroeconomic principles derived from Austrian economic theory, indicating a contrarian approach to investment ideas across various asset classes including FX, Equities, and Fixed Income [1]. Group 2: Author's Background - The author has 15 years of experience in investing and analyzing both Asian and Global markets, previously serving as the Head of Financial Markets at Fitch Solutions [1]. - The author currently operates Icon Economics, a macro research company focused on providing unique investment insights [1].