6th January 2022

  • Fed Minutes Flag Chance of Earlier Hikes, Balance-Sheet Rundown

Report offers more details on FOMC debate over inflation pivot

Some officials favor ‘significant’ runoff of balance sheet

https://blinks.bloomberg.com/news/stories/R5980BDWRGG1

  • Fed Leaves Gradualism Behind With Urgency on Rates, Assets

Officials want to start balance-sheet runoff after liftoff

Markets raise bets Fed will increase interest rates in March

https://blinks.bloomberg.com/news/stories/R599VYDWX2PU

  • Treasuries at 3%, Sell Tech: Traders Update Bets on Hawkish Fed

Fed talk about balance sheet sends shockwaves through markets

Treasuries selloff extends, with dollar gaining against peers

https://blinks.bloomberg.com/news/stories/R59WGBT0AFB4

  • Debate Emerges Over How to Shrink Fed’s $8 Trillion Bond Pile

Some officials see advantage in greater weight on bond runoff

Others worry about ‘vulnerabilities’ in market for Treasuries

https://blinks.bloomberg.com/news/stories/R598HUDWX2PW

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