Rubrics Morning Comment 28.01.22
28th January 2022
• Fed Should Sell Bonds, Not Just Let Them Roll Off, Pozsar Says; • Traders Brace for Possibility of Five Fed Rate Hikes This Year; • Treasuries' Worst Rout in Years to Deepen as Fed Plays Catch-Up; • U.S. Economic Growth Quickened Last Quarter With Inventory Boost more
Rubrics Morning Comment 27.01.22
27th January 2022
• Powell Opens Door to Faster Rate-Hike Path to Curb Inflation; • Inflation Measure Cited by Powell Is About to Register More Heat; • Bank of Canada Signals Hikes Are Imminent After Omicron Wave; • Oil Drops From Seven-Year High After Fed Flags Tighter Policy more
Rubrics Morning Comment 26.01.22
26th January 2022
• Fed to Signal March Interest-Rate Liftoff: Decision-Day Guide; • Investors Are Scooping Up Treasuries at Auction Right Before Fed; • Short-Seller Clearout Leaves Bond Traders Primed for Crucial Fed; • Biden Says Putin at Risk of Personal Sanctions Over Ukraine more
Rubrics Morning Comment 25.01.22
25th January 2022
• U.S. Puts 8,500 Troops on Alert to Bolster NATO Near Ukraine; • Inflation Up Close: Pain Grips Pockets of U.S. With Rate Over 9%; • Business Activity in U.S. Nearly Stalls on Omicron Infections; • Market Storm Fails to Dent Economists' Solid U.S. Growth Outlook more
Rubrics Morning Comment 24.01.22
24th January 2022
• The Fed Might End Up Needing to Actually Sell Some of Its Bonds; • Overseas Treasury Buyers See Window for Best Yields Since 2016; • Goldman Sees Risk Fed Will Tighten More Than Forecast ; • U.S. Orders Families of Diplomats Out of Ukraine Citing War Risk more
Rubrics Morning Comment 21.01.22
21st January 2022
• Battered Treasuries Face Added Headwind as Banks Amp Up Lending; • Surging Real Yields Jar Markets Eyeing End of Easy-Money Era; • Pimco Says Treasuries 'Becoming More Attractive' After Selloff; • Yellen Still Hopes U.S. Inflation Gets Back to 2% by Year-end more
Rubrics Morning Comment 20.01.22
20th January 2022
• Treasuries Shock Lurks After Futures Dip Toward Key Strike Level; • Oil Steadies Near 7-Year High as Biden Pledges to Tackle Prices; • Biden Says Stemming Inflation Is Fed's Job, Backs Policy Shift; • Biden Says It's 'Uncertain' Whether China Tariffs Will Be Lifted more
Rubrics Morning Comment 19.01.22
19th January 2022
• Traders Are Pricing Risk of First Half-Point Fed Hike Since 2000; • Treasury 10-Year at 2% Looks a 'Done Deal' on March Fed Bets; • Dollar Comeback May Cut Short Rally in Emerging Currencies; • Oil Extends Rally as Pipe Blast Squeezes Already-Tight Market more
Rubrics Morning Comment 18.01.22
18th January 2022
• Treasuries Slump Resumes as Fed Rate Hike Bets Ramp Up; • Roughed-Up Treasury Market Must Now Reckon With Supply Shifts; • Yellen Says Economy 'Never Worked Fairly for Black Americans'; • Brent Oil Climbs to 2014 High as Geopolitical Unrest Returns more
Rubrics Morning Comment 17.01.22
17th January 2022
• Global Bonds Under Siege as Treasuries Selloff Spreads; • Dimon Warns Fed Could Hike 7 Times and Not Be 'Sweet and Gentle'; • Brent Oil's Rally to Seven-Year High Falters on China Weakness; • U.S. Hits an Old Germany Problem as It Tries to Squeeze Russia more
