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Inverse Treasury ETFs to Play as 10-Yr Yield at Highest Since November

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The financial markets were taken aback when the rating agency Fitch downgraded the United States to AA+ from AAA this week, expecting fiscal deterioration over the next three years and repeated last minute debt ceiling negotiations that can pressurize the government’s ability to pay its bills. U.S. stocks slumped on Wednesday following the news (read: ETF Areas in Focus on Fitch Downgrade of Credit Rating).

Fitch initially raised concerns about a potential downgrade in May and continued to support that stance in June after the resolution of the debt ceiling crisis. The agency, however, stated its intention to conclude the review in the third quarter of the current year, per Reuters, quoted on Yahoo Finance.

If this was not enough, ADP reported much stronger private sector job gains in July than economists expected. Private sector jobs increased by 324,000 in July, following a revised 455,000 increase in June. The data breezed past economists’ expectations (surveyed by FactSet) of 185,000 job creations, as quoted on Barrons.

It means that the U.S. economy is on solid footing. This piece of information may lead the Fed to hike rates further to pull down stubborn inflation. The double whammy of a Fitch Rating cut and chances of a hawkish Fed has pushed the 10-Year U.S. Treasury yield to the highest level since November 2022, according to Dow Jones Market Data, quoted on Barrons.

The benchmark 10-year U.S. treasury yield closed Aug 2 on 4.08%, up 12 bps from Jul 28, 2023. In the key trading session on Aug 2, the very yield touched even 4.09%. Traders are eagerly anticipating Friday's U.S. employment report to gain a clearer insight into the current state of the job market. If that also comes out great, yields to likely to surge higher.   

Against this backdrop, below we highlight a few inverse treasury ETFs that have gained on Aug 2.

ETFs to Play

Direxion Daily 20+ Year Treasury Bear 3x Shares (TMV - Free Report) – Up 3.1% on Aug 2; Up 8.7%

AUM: $298.35 million

Expense Ratio: 1.86%

ProShares UltraPro Short 20+ Year Treasury (TTT - Free Report) – Up 3.3% on Aug 2; Up 8.4%

AUM: $218.80 million

Expense Ratio: 1.08%

ProShares UltraShort 20+ Year Treasury (TBT - Free Report) – Up 2.1% on Aug 2; Up 5.7%

AUM: $470.15 million

Expense Ratio: 2.45%

ProShares Short 20+ Year Treasury (TBF - Free Report) – Up 1.1% on Aug 2; Up 2.9%

AUM: $167.16 million

Expense Ratio: 2.48%

Word of Caution

As a caveat, investors should note that inverse-leveragedproducts are extremely volatile and suitable only for short-term traders. Additionally, the daily rebalancing — when combined with leverage — may make these products deviate significantly from the expected long-term performance figures. Still, for ETF investors bearish on U.S. treasuries for the near term, either of the above products can be an interesting choice(see: all the Leveraged Equity ETFs here).

              

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