Rubrics Morning Comment 29.06.23 – Rubrics – Asset Management

29th June 2023

Powell Signals Fed Open to Two Straight Hikes at Coming Meetings

Projections show Fed officials see rates rising more this year

Fed chair makes remarks at ECB forum in Sintra, Portugal

https://blinks.bloomberg.com/news/stories/RWYXVPT1UM0W

Powell and Peers See More Tightening as Economies Resist Hikes

Fed, ECB, BOE heads say their inflation fight is not done

‘A woman’s got to do what a woman’s got to do,’ Lagarde says

https://blinks.bloomberg.com/news/stories/RWZFB7T0AFB4

Notorious Hedge Fund Trade Puts Bond Bulls on Steepening Watch

Uncertainty about US rate path is fueling bets on yield moves

Big positioning may result in an “explosive move:” T. Rowe

https://blinks.bloomberg.com/news/stories/RWZG79T0G1KW

Banks Pass Fed Stress Test With Mixed Outlook for Higher Payouts

Industry still faces tougher capital requirements in future

Fed says lenders can start making payout announcements Friday

https://blinks.bloomberg.com/news/stories/RWZIFFT1UM0W

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