Rubrics Morning Comment 19.10.22
19th October 2022
• Kashkari Says Fed Can't Pause at 4.5% If Inflation Still Rising; • Oil Advances From Two-Week Low on Lingering Supply Concerns; • BofA Survey 'Screams' Capitulation With Rally Set for 2023; • Some Fed Directors Eyed Smaller September Hike, Others Said More more
Rubrics Morning Comment 18.10.22
18th October 2022
• Momentum Builds for Creating a Treasury Bond Buyback Program; • Forecast for US Recession Within Year Hits 100% in Blow to Biden; • White House Planning Oil Reserve Release Announcement This Week; • JPMorgan’s Kolanovic Trims Risk as He Turns More Wary on Economy more
Rubrics Morning Comment 17.10.22
17th October 2022
• Bruised Bond Bulls See Rate-Hike Pain Sowing Seeds of 2023 Rally; • Tug of War That Markets Fear Is Central Banks Versus Governments; • Fed’s Bullard Leaves Open Possibility of Larger December Hike; • White House’s Rouse Says Fed Inflation Push Starting to Work more
Rubrics Morning Comment 14.10.22
14th October 2022
• Entrenched US Inflation Piles Pressure on Fed -- and the World; • Citi Says Dollar Peak Will Only Come When World Economy Recovers; • Dollar Becomes the Awkward VIP Guest at Global Finance Meetings; • Hoisington, Battered by Treasury Selloff, Sees Looming Recession more
Rubrics Morning Comment 13.10.22
13th October 2022
• Fed Officials Commit to Restrictive Rates But Calibration Needed; • Bond Trader Inflation Expectations Edge Up as Focus Turns to CPI; • Yellen Worries Over Loss of 'Adequate Liquidity' in Treasuries; • Fear Grips Treasuries Buyers Burned by Relentless Rise in Yields more
Rubrics Morning Comment 12.10.22
12th October 2022
• Morgan Stanley Isn't Worried About Who'll Buy All Those Bonds; • Biden Says 'Very Slight' Recession Possible, Downplays Risk; • IMF Warns Worst to Come as Steps to Slow Inflation Raise Risks; • Fed's Mester Says More Restrictive Policy Needed to Cool Prices more
Rubrics Morning Comment 11.10.22
11th October 2022
• Brainard Offers Case for Caution as Fed Hikes Rates Aggressively; • Global Bonds Slide on Risk Inflation Data Will Support Fed Hawks; • The Most Powerful Buyers in Treasuries Are All Bailing at Once; • 'Fragile Liquidity' in Bond Market Could Threaten Fed's QT Plans more
Rubrics Morning Comment 10.10.22
10th October 2022
• Bond Traders Follow Fed's Lead With No Let-Up in Inflation Fight; • Central Banks Plow On Hiking Rates Despite Pivot Talk; • El-Erian Blames Fed for 'Very High' Risk of a Damaging Recession; • US Jobs Rise While Unemployment Drops, Keeping Pressure on Fed more
Rubrics Morning Comment 07.10.22
7th October 2022
• Fed Officials Keep Hammering Hawkish Message on Rates Heading Up; • PGIM Sees No-Brainer in Betting Against Another Fed Pivot Trade; • Global Economy Could Lose $4 Trillion in Output, IMF Chief Warns; • Mester Says No Evidence to Support Slowing Pace of Rate Hikes more
Rubrics Morning Comment 06.10.22
6th October 2022
• Bostic Sees Fed Rate Rising Up to 4.5% and No Quick Turn in 2023; • Fed's Bostic-Daly Double Team Fails to Quash 2023 Rate Cut Bets; • World Currency Reserves Shrink by $1 Trillion in Record Drawdown; • IMF Sees Low Risk of Global Wage-Price Spiral Due to Rate Hikes more
