Rubrics Morning Comment 25.09.23
25th September 2023
• Bond Market Faces Quandary After Fed Signals It's Almost Done; • Banks Fearing a Liquidity Crunch Pay More to Cling to Cash; • ‘People Hate Inflation’: Americans Annoyed as Fed Flags Progress; • House GOP Mulls Stopgap for 14 to 60 Days to Stave Off Shutdown more
Rubrics Morning Comment 22.09.23
22nd September 2023
• Treasury Yield Climbs Past 4.5% as Higher Rate Paradigm Sinks In; • Bill Gross Warns Bond Investors Face Record Third Year of Losses; • Summers Says Fed Has Caught Soft-Landing Bug, Surprise Looms; • Treasury’s Frost Says Buyback Plan Will Boost Market Resilience more
Rubrics Morning Comment 21.09.23
21st September 2023
• US Two-Year Yields Hit 17-Year Peak on Fed's Higher Rates Mantra; • Bond Traders See Yields Marching Higher as Fed Message Sinks In; • Fed Leaves Rates Unchanged, Signals Another Hike This Year; • Fed Signals Higher-for-Longer Rates With Hikes Almost Finished more
Rubrics Morning Comment 20.09.23
20th September 2023
• Fed to Pause and Keep Bias for One More Hike: Decision-Day Guide; • Treasury Yields at Highest Levels Since 2007 on Price Concerns; • Traders Make Late Dash Into Bets Fed Stays Higher for Longer; • Fed Faces Familiar Foe as Oil Prices Threaten Growth, Inflation more
Rubrics Morning Comment 19.09.23
19th September 2023
• Sub-50 Cent Price on Treasury Bond Underscores Investor Pain; • Yellen Says No Sign of Downturn, Too Soon to Judge Strike Impact; • AllianceBernstein Joins Bond Bulls Camp With 2.5% Call on Yields; • Fed’s Higher-for-Longer Mantra Has Doubters in Bond Market more
Rubrics Morning Comment 18.09.23
18th September 2023
• Bond Market at Risk of Third Annual Loss Needs a Dot-Plot Rescue; • Hedge Funds Just Turned Bullish on Dollar Before Key Fed Meeting; • Fed’s Policy Paradox: Too-Slow Growth Threatens Inflation Fight; • US Inflation Expectations Fall to Lowest in Over Two Years more
Rubrics Morning Comment 15.09.23
15th September 2023
• Fed Likely to Shy Away From Calling Interest-Rate Peak Next Week; • US Retail Sales, Producer Prices Jump on Rising Energy Costs; • Brent Oil Set for Third Weekly Gain With Tighter Markets in View; • Biden Assails ‘Maganomics,’ Linking GOP Shutdown Stance to Trump more
Rubrics Morning Comment 14.09.23
14th September 2023
• US Consumer Prices Jump, Straining Household Budgets Even More; • Fed on Alert for One More Hike After ‘Disappointing’ Inflation; • Summers Warns Soft Landing Chances Only 1-in-3, Stocks at Risk; • Trudeau Says Canada Home Prices Have Climbed ‘Far Too High’ more
Rubrics Morning Comment 13.09.23
13th September 2023
• Central Banks Set for Higher for Longer to Fight Inflation; • Inflation Drags Real US Household Incomes by Most Since 2010; • Morgan Stanley Says ‘Fed Has Done Enough,’ Lean Into Duration; • High-Grade Issuers Storm Market Ahead of Key Inflation Data more
Rubrics Morning Comment 12.09.23
12th September 2023
• Fed Done Raising Rates, Will Cut Them in 2024, Economists Say; • US Inflation Outlook Stable, Credit Pessimism Rises in Fed Study; • Greedy US Firms Not to Blame for Inflation, Fed Study Suggests; • Fed Nowcasts for 3rd-Quarter GDP Show Wildly Different Readings more
