AI IBDS Forecast


Bullish Case: With potential economic stabilization and improved corporate yields ahead, IBDS may benefit from a bullish sentiment, reflecting historical trends of modest returns over extended holding periods.


Bearish Case: Ongoing economic challenges and rising interest rates could suppress demand for bonds like IBDS, leading to declines in prices as evidenced by negative returns in shorter holding periods.


Potential Outcomes:

1. 40% Stability: Relative market calm could sustain prices.

2. 30% Moderate Increase: Favorable economic indicators boost investor confidence.

3. 15% Sharp Decline: Unexpected economic downturn impacts prices.

4. 10% Sharp Increase: Regulatory or policy changes drive significant corporate bond demand.

5. 5% Prolonged Stagnation: Economic inertia yields low returns.


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August 24, 2024


iShares Trust - iShares iBonds Dec 2027 Term Corporate Forecast

IBDS      iShares Trust - iShares iBonds Dec 2027 Term Corporate











Correlated Assets

Assets that tend to move strongly with IBDS



IEI Forecast + Options Trading Strategies   IEI  BTC iShares 3-7 Year Treasury Bond (0.97)


URE Forecast + Options Trading Strategies   URE  ProShares Ultra Real Estate (0.93)


VCLT Forecast + Options Trading Strategies   VCLT  Vanguard Long-Term Corporate Bond (0.92)


XLRE Forecast + Options Trading Strategies   XLRE  Real Estate Select Sector SPDR (0.92)


VNQ Forecast + Options Trading Strategies   VNQ  Vanguard Real Estate Index (0.92)



Uncorrelated Assets

Assets with little price relationship to IBDS



ROK Forecast + Options Trading Strategies   ROK  Rockwell Automation (0.0)


SOXX Forecast + Options Trading Strategies   SOXX  BTC iShares PHLX Semicond (-0.01)


FIGS Forecast + Options Trading Strategies   FIGS  Figs (-0.01)


IJH Forecast + Options Trading Strategies   IJH  BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap (0.01)


MLI Forecast + Options Trading Strategies   MLI  Mueller Industries (0.01)



Anticorrelated Assets

Assets that tend to move strongly against IBDS



EQT Forecast + Options Trading Strategies   EQT  EQT (-0.76)


FNGR Forecast + Options Trading Strategies   FNGR  FingerMotion (-0.8)


TBT Forecast + Options Trading Strategies   TBT  PowerShares UltraShort Lehman 20+ Yea (-0.89)


TMV Forecast + Options Trading Strategies   TMV  Direxion Daily 20+ Year Treasury Bear 3X Shares (-0.9)


DRV Forecast + Options Trading Strategies   DRV  Direxion Daily Real Estate Bear 3X Shares (-0.91)





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