5th January 2022

  • Kashkari Sees 2022 Fed Rate Hikes to Counter Inflation Risk

Inflation is higher, more persistent than expected, he says

Minneapolis Fed president has been most dovish policy maker

https://blinks.bloomberg.com/news/stories/R5717KDWX2PS

  • Treasury Yield Curve Steepens on Bet Fed Sticks to Hawkish Path

A sign of optimism virus surge won’t deal big economic setback

Long-term yields near breaching 2021 highs after selloff

https://blinks.bloomberg.com/news/stories/R57SPUT0AFB4

  • U.S. Yield Move Is About Technicals and Inflation, Not Optimism

Classic bear-steepening has come as short-end rates anchored

Corporate bond sales mean long-end selloff is partly technical

https://blinks.bloomberg.com/news/stories/R57Y0GT0G1KY

  • Inventory ‘Bullwhip’ Risk Emerges in Latest U.S. Logistics Index

December LMI stays above 70 level for an 11th straight month

Inventory overhang would cloud 2022 outlook for prices, growth

https://blinks.bloomberg.com/news/stories/R56TLEDWRGG4

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