Bigworld, Looking at some conservative trading ideas, 5-10 year Treasuries might be interesting over the next year or so (as an alternative to stock or Vix trading). Trump and Bessent say they specifically want to get the 10 year Treasury yield lower (link below), so there could be some decent capital gains for patient investors. Fed % easing might not be coming until later in the year, but that should be another boost for 5-10 year bond prices.
Fwiw, I already have a 3-4 year Treasury bond ladder, so wasn't looking to add more buy / hold type bonds, but these 5-10 bonds would be for the capital gain aspect. Combined with their ongoing interest payments, they could have a decent total return over the next year or so. Stocks are usually the place to get capital gains, but when will the bottom arrive (?) Tough to say, so bonds might be an easier play. I was looking at 5-7 year individual Treasuries, or possibly an Intermediate term ETF like VGIT.
>>> Treasuries are the standout play as Trump’s trade war heats up <<<