AAA Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: Potential interest rate cuts could enhance AAA returns, aligning with historical data indicating higher likelihood of positive returns over longer periods.




Bearish Case: Economic uncertainty and potential interest rate hikes threaten AAA, as historical data suggests possible negative short-term returns.




Potential Outcomes:
  • Improved Returns: 25% - Rate cuts lead to bond demand.
  • Economic Downturn: 20% - Limits bond performance.
  • Market Stabilization: 25% - Sentiment stabilizes returns.
  • Regulatory Impact: 15% - Affects yields.
  • Competitive Pressure: 15% - Lowers margins.



April 30, 2025


Listed Funds Trust - AAF First Priority CLO Bond Forecast

AAA        Listed Funds Trust - AAF First Priority CLO Bond











Correlated Assets

Assets that tend to move strongly with AAA



CRSR Forecast + Options Trading Strategies   CRSR  Corsair Gaming (0.84)


ETR Forecast + Options Trading Strategies   ETR  Entergy (0.83)


DPZ Forecast + Options Trading Strategies   DPZ  Dominos Pizza (0.8)


WBA Forecast + Options Trading Strategies   WBA  Walgreens Boots Alliance (0.76)


DAN Forecast + Options Trading Strategies   DAN  Dana (0.74)



Uncorrelated Assets

Assets with little price relationship to AAA



OGN Forecast + Options Trading Strategies   OGN  Organon (0.0)


BHC Forecast + Options Trading Strategies   BHC  Bausch Health Companies (-0.0)


EXC Forecast + Options Trading Strategies   EXC  Exelon (-0.0)


BYRN Forecast + Options Trading Strategies   BYRN  Byrna (-0.01)


ODP Forecast + Options Trading Strategies   ODP  ODP (-0.01)



Anticorrelated Assets

Assets that tend to move strongly against AAA



UL Forecast + Options Trading Strategies   UL  Unilever (-0.71)


JDST Forecast + Options Trading Strategies   JDST  Direxion Daily Junior Gold Miners Index Be (-0.71)


ZETA Forecast + Options Trading Strategies   ZETA  Zeta Global Holdings Corp (-0.76)


GRBK Forecast + Options Trading Strategies   GRBK  Green Brick (-0.78)


UNH Forecast + Options Trading Strategies   UNH  Unitedhealth (-0.79)









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