Category: Bill Ackman

Ackman stays long 1-year and 5-year treasuries, says fed will cut at least 75bps

January 13, 2024

Ackman said that he was staying long sort duration bonds, including the 1-year and 5-year. He mentioned that he had tweeted that the 30-year had gone far enough when it reached 5%, but did not mention investing in longer-duration. Ackman mentioned that he believes the fed will cut ay

Ackman is worried the economy is slowing down

January 11, 2024

Bill Ackman, speaking on CNBC, believes the fed is done hiking interest rates and sees “lots of evidence” that the economy is starting to slow down. However, he believes long-term interest rates can still rise in the the mid 5% rate, due to structural inflationary forces. He is not betting