Rubrics Morning Comment 05.10.22
5th October 2022
• Fed Pivot Trade Sparks Again as Bonds Rally, Dollar Weakens; • Fed Telegraphs No Aussie-Style Policy Pivot in Inflation Battle; • Dollar to Shake off RBA's 'Wag the Dog' Moment, Strategists Say; • Extreme Treasury Positioning Shows Short Squeeze Has Room to Run more
Rubrics Morning Comment 04.10.22
4th October 2022
• US Manufacturing Downshifts as Orders Shrink, ISM Data Show; • Treasury Yields Slump as Economic Slowdown Meets Poor Liquidity; • Fed's Bostic Warns Supply Chain Overhaul to Add Inflation Burden; • Williams Says Fed Policy Not Restrictive, Still Has Ways to Go more
Rubrics Morning Comment 03.10.22
3rd October 2022
• A $1 Trillion Burden Looms For World Borrowers Refinancing Debt; • World Economy Roiled by Simultaneous Shocks Echoing 2007 Anxiety; • Fed Begins to Split on the Need for Speed to Peak Rates; • Coordinated Action to Tame Dollar a Matter of Time, Barrow Says more
Rubrics Morning Comment 28.09.22
28th September 2022
• Treasury 10-Year Yields Climb Above 4% Amid Global Debt Selloff; • White House's Deese Doesn't Expect Another Plaza Accord Coming; • Bullard Leads Fed Speakers Pushing Hikes, Defending Credibility; • Yellen Says Markets Functioning Well, Conditions Not Disorderly more
Rubrics Morning Comment 27.09.22
27th September 2022
• Treasury Yields Surge in Worst Selloff Since March 2020 Crash; • Fed's Mester Says More Restrictive Policy Needed for Longer; • Dollar Swaps Face Biggest Collapse Since Fed 2011 Liquidity Plan; • Citigroup's Wieting Buys Treasuries as Downturn Looms in 2023 more
Rubrics Morning Comment 26.09.22
26th September 2022
• Fed's Bostic Says US Could Have a 'Relatively Orderly' Slowdown; • Powell Says Economy May Be Entering 'New Normal' After Pandemic; • Treasury Yields Whipsaw as UK Bond Plunge Drives Volatility; • Oil's Retreat Deepens as Dollar's Surge Looms Over Commodities more
Rubrics Morning Comment 23.09.22
23rd September 2022
• Treasury Yields Surge in Massive Rejection of Post-Fed Gains; • It's Every Nation for Itself as Dollar Batters Global Currencies; • Treasury Selloff Drives SOFR Spread Toward Record One-Day Drop; • Central Bank Hikes Are Far From Over After Marathon Week more
Rubrics Morning Comment 22.09.22
22nd September 2022
• Powell Signals More Pain to Come With Fed Sending Rates Higher; • Powell Signals Recession May Be the Price for Crushing Inflation; • Bond Market Pushes Recession Trades as Fed Hawks Take Flight; • US Debt Buyers Brace for Fed to Hike 'Until Something Breaks' more
Rubrics Morning Comment 21.09.22
21st September 2022
• Fed to Hike and Hammer Home Hawkish Message: Decision-Day Guide; • Roubini Sees Stocks Sink 40%, US in 'Long, Ugly' Recession; • Traders Watch for Red Flags That May Dial Back Fed Hawkishness; • Dollar's Rally at Risk of Reversal If Fed's Dot Plot Disappoints more
Rubrics Morning Comment 20.09.22
20th September 2022
• US 10-Year Yield Rises to 3.5% for First Time Since 2011; • Oil Steadies as Looming Interest-Rate Hikes Spur Demand Concerns; • Treasury Two-Year Yields Climb Relentlessly Toward 4% Before Fed; • Biden to Release 10 Million Oil Barrels Ahead of EU-Russian Ban more
