6th November 2023

  • Best Run for Bonds Since 2020 as Traders Bet on Fed-Hike Finale

Jobs data, Fed meeting and Treasury refunding drive the rally

Bond traders see room for Fed to finally end rate-hiking cycle

https://blinks.bloomberg.com/news/stories/S3ILTHT0G1KW

  • US Yields Dive After Jobs Data as Traders Move Up Rate-Cut Bets

Markets now see the Fed’s first cut in June, instead of July

Long-end bonds are experiencing historic declines this week

https://blinks.bloomberg.com/news/stories/S3JUYOT0AFB4

  • Hedge Funds Catapulted Treasury Shorts to Record at Wrong Time

Investors boost net short UST futures bets to most since 2006

‘Short US Treasuries positioning was at an extreme’: Macquarie

https://blinks.bloomberg.com/news/stories/S3OKT8T1UM0W

  • Fed’s Bostic Says FOMC Has Time to Watch, Be Patient on Rates

Policymakers can get inflation to 2% without a recession

Atlanta Fed chief speaks in interview on Bloomberg TV

https://blinks.bloomberg.com/news/stories/S3KCDQT1UM0W

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