XLF looking like a good long position here as a short bond proxy
If you expect an uptick in inflation like I do in the US, the Financials could be a good way to play this.
With USD down more than 10% this year, commodities having risen by more, and continued labour market tightness, inflation could surprise to the upside over the next few months and
XLF could be the proxy to play this, rather than being short bonds - which is something I don't like to do due to the negative carry. This trade could also complement a long position in USD/JPY.
With USD down more than 10% this year, commodities having risen by more, and continued labour market tightness, inflation could surprise to the upside over the next few months and
XLF could be the proxy to play this, rather than being short bonds - which is something I don't like to do due to the negative carry. This trade could also complement a long position in USD/JPY. 
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