4th September 2023

  • US Jobs Report Signals Smooth Downshift in Labor Market

Still-solid hiring, slower wage growth gives Fed room to pause

More people returned to the labor force but couldn’t find jobs

https://blinks.bloomberg.com/news/stories/S0B7WFDWX2PS

  • From BlackRock to Pimco, Bond Investors Bet Fed Hiking Is Over

Two-year notes are a ‘screaming buy’: BlackRock’s Rosenberg

‘The trade to be in is steepeners,’ says Rajappa at SocGen

https://blinks.bloomberg.com/news/stories/RZJH0NDWX2PS

  • Fed’s Mester Says Inflation Too High, Job Market Still Strong

Mester says Fed’s moves helping ease supply-demand imbalances

Cleveland chief: Future policy decisions about managing risks

https://blinks.bloomberg.com/news/stories/S0B97NDWRGG0

  • Fed Short-Term Investment Facility Loses Ground to Alternatives

Reverse repo facility usage down nearly $1 trillion from peak

Shifting outlook for Fed policy enhances appeal of bills

https://blinks.bloomberg.com/news/stories/S0BKH2DWX2PS

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