2nd August 2022

  • Chaos in Bond Market Is Dangerous Side Effect of Inflation Fight

Poor liquidity and economic uncertainty triggers yield swings

German bonds are their most volatile on record by some metrics

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

  • BofA Sees Path to 10-Year Treasuries Yielding 2% as US Cools Off

Level could be reached in six to 12 months, strategists say

A global slowing in growth may also exacerbate demand

https://blinks.bloomberg.com/news/stories/RFYASDDWX2PT

  • Bond Market’s Misread of Fed at Peak, Bloomberg’s Wong Says

Swaps price in rate cuts early next year in wager on slowdown

Bloomberg Chief US Economist says calls on Fed pause premature

https://blinks.bloomberg.com/news/stories/RFXZ3CDWX2PS

  • Pelosi’s Taiwan Trip Raises Angst in Global Financial Markets

Asian stocks retreat while Japanese yen, Treasuries climb

China has promised grave consequences for any Pelosi visit

https://blinks.bloomberg.com/news/stories/RFZ35HDWX2PS

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