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Posted by
Two Blokes Mon at 7:45 PM -
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Stock
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SCHR offers a compelling low expense ratio versus peers, making it a preferred choice for intermediate Treasury exposure over alternatives like IEI. Current inflation expectations outside the UMich survey are moderate, with declining oil prices helping keep inflation in check and limiting the risks for duration bets. Despite positives, I maintain a Hold rating on SCHR as the economy doesn't urgently require rate cuts and trade negotiations still create uncertainty.