Rubrics Morning Comment 21.06.21
21st June 2021
• Fed's Bullard Says High Inflation May Warrant 2022 Liftoff; • U.S. 30-Year Yield Drops Below 2% for First Time Since February; • Fed's Taper Timing Moves Into Focus After Dot-Plot Surprise; • Long-End Bond Rally Goes Global With Inflation Bets Squeezed more
Rubrics Morning Comment 18.06.21
18th June 2021
• Long Bond Yields Plunge as Treasury Curve Flattening Accelerates; • Oh, Yeah, Taper: Fed's Stronger Liftoff Signal Causes Confusion; • Cash-Soaked Money Funds Embrace Fed Lifeline in Hunt for Yield; • U.S. Rates Option Traders Are Hedging a Summer Volatility Spike more
Rubrics Morning Comment 17.06.21
17th June 2021
• Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper; • Treasuries Slump on Hawkish Fed Surprise as Inflation Angst Ebbs; • Fed Tinkers With Tools to Defend Floor From Market Awash in Cash; • Treasury Reaction to Fed’s Hawkish Turn Was Limited, Mizuho Says more
Rubrics Morning Comment 16.06.21
16th June 2021
• Fed Poised to Crawl Onto 'Knife Edge' to Rein In Record Largesse; • Fed Debate Moves to Bond Taper and Liftoff: Decision-Day Guide; • Drowning in Cash, Money Markets Seek Another Life Raft From Fed; • GOP Senators Rosy on Bipartisan Infrastructure Proposal more
Rubrics Morning Comment 15.06.21
15th June 2021
• U.S. Inflation Expectations Rise to New Highs in N.Y. Fed Survey; • Millions of Missing Jobs Should Make Inflation Hawks Think Twice; • Another Record for Fed Reverse Repo Signals Persistent Cash Glut; • Treasury Yields Rebound as Rally Lures Bears From Hibernation more
Rubrics Morning Comment 14.06.21
14th June 2021
• JPMorgan, Morgan Stanley Urge Treasuries Bears to Hold Firm; • Fed Dot Plot Seen Shifting to 2023 Rate Liftoff, Economists Say; • G-7 Haggles Over Strong U.S. Push to Counter China's Clout; • U.S. Yield May Test Double Top Based on Past Pattern: SMBC Nikko more
Rubrics Morning Comment 11.06.21
11th June 2021
• U.S. Yields Set for Biggest Weekly Drop in a Year as Shorts Exit; • Consumer Prices in U.S. Top Forecast, Stoking Inflation Concern; • Fed May Tinker With Rates for ‘Broader Market Reasons,’ JPM Says; • Bipartisan Senate Group Seals $1.2 Trillion Infrastructure Deal more
Rubrics Morning Comment 10.06.21
10th June 2021
• Bond Yields in U.S., Australia May Fall to 1%, Mizuho Says; • Treasury Auction Results Send ‘Bullish Signal,’ Citigroup Says; • Fed Reverse Repo Use Tops Half a Trillion Dollars for First Time; • Popular Fed Rate Hike Bets Start to Unwind as Eurodollars Rally more
Rubrics Morning Comment 09.06.21
9th June 2021
• Champion of Key Fed Inflation Gauge Says Policy Shift Is Needed; • Former Fed Vice Chair Kohn Worries Inflation Risks Are Rising; • Job Openings in U.S. Jump to Fresh Record High of 9.3 Million; • Biden, GOP's Capito End Infrastructure Talks Without a Deal more
Rubrics Morning Comment 08.06.21
8th June 2021
• Biden's Schmoozing of Congress Meets Harsh Reality of Washington; • Goldman, Morgan Stanley Back Bets on Lower Bond Volatility; • Expectation of Fed Tweaks May Result in No Adjustments at All; • Fed Reverse Repo Usage Climbs to Fresh Record Amid Cash Glut more
