IG Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: Stable macroeconomic conditions and AI-driven efficiencies could revitalize demand, leveraging IG's historical resilience over longer periods.




Bearish Case: Economic instability and rising rates could prolong underperformance with historical data pointing towards negative returns in such scenarios.




Potential Outcomes: Economic recovery boosts demand (+30%), rate hikes depress growth (-35%), AI efficiencies enhance returns (+25%), and external shocks decrease performance (-25%).



May 15, 2025


Principal Investment Grade Corporate Forecast

IG        Principal Investment Grade Corporate











Correlated Assets

Assets that tend to move strongly with IG



BIV Forecast + Options Trading Strategies   BIV  Vanguard Group, Inc. - Vanguard Intermediate-Term Bond (0.86)


ZROZ Forecast + Options Trading Strategies   ZROZ  PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded (0.75)


BAX Forecast + Options Trading Strategies   BAX  Baxter International (0.73)


XLV Forecast + Options Trading Strategies   XLV  Health Care Select Sector SPDR (0.7)


MFA Forecast + Options Trading Strategies   MFA  MFA Financial (0.7)



Uncorrelated Assets

Assets with little price relationship to IG



TWST Forecast + Options Trading Strategies   TWST  Twist Bioscience (0.0)


DKS Forecast + Options Trading Strategies   DKS  Dicks Sporting Goods (0.01)


EA Forecast + Options Trading Strategies   EA  Electronic Arts (0.01)


RYAAY Forecast + Options Trading Strategies   RYAAY  Ryanair (0.01)


VIXY Forecast + Options Trading Strategies   VIXY  ProShares VIX Short-Term Futures (0.01)



Anticorrelated Assets

Assets that tend to move strongly against IG



HOOD Forecast + Options Trading Strategies   HOOD  Robinhood Markets (-0.53)


UUP Forecast + Options Trading Strategies   UUP  Invesco DB US Dollar Index Bullish (-0.56)


IONQ Forecast + Options Trading Strategies   IONQ  IonQ (-0.65)


TBF Forecast + Options Trading Strategies   TBF  ProShares Short 20+ Year Treasury (-0.81)


TBT Forecast + Options Trading Strategies   TBT  PowerShares UltraShort Lehman 20+ Yea (-0.84)









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