Rubrics Morning Comment 18.05.22
18th May 2022
• Powell Vows Hikes Until 'Clear and Convincing' Cooling in Prices; • Bullard Says Fed Has 'Good Plan' With Its Half-Point Rate Hikes; • US Retail Sales Show Consumer Standing Firm in Face of Inflation; • Wall Street Warns Stock-Bond Liquidity Is Getting as Bad as 2020 more
Rubrics Morning Comment 17.05.22
17th May 2022
• Bond Market's Big Short Can Drive Treasury Yields Lower Still; • Stability in US Treasuries Sets Stage for Banks to Resume Buying; • Goldman Says a Recession Would Cast Doubt on a Strong Dollar; • Williams Downplays Worsening Market Liquidity as Fed Tightens more
Rubrics Morning Comment 16.05.22
16th May 2022
• Volatility Might Embolden Fed to Tighten Further, Pozsar Says; • Bonds Suddenly Look Like a Smart Hedge Again After 12% Loss; • Goldman's Blankfein Says US Should Prepare for Recession; • Fed's Mester Backs Half-Point Rate Hikes in June and July more
Rubrics Morning Comment 13.05.22
13th May 2022
• Bond Bulls Trickle Back to Treasuries as Short-End Looks Sweet; • Goldman Lifts Yield Forecasts, Sees 10-Year Treasuries at 3.3%; • Powell Reiterates Half-Point Hikes Are Likely in June and July; • World Economy Seen 'Flatlining' in Bank Group's New Forecast more
Rubrics Morning Comment 12.05.22
12th May 2022
• Fed Officials Stay Course on Half-Point Hikes Despite Hot Prices; • Treasury Curve Flattens After Inflation Jumps More Than Forecast; • Hedge Funds' Treasury Basis Trade Is Back With Soft 2020 Echoes; • Yield Curves Flatten as Inflation Spurs Fed Recession-Risk Fear more
Rubrics Morning Comment 11.05.22
11th May 2022
• Fed Officials Back Half-Point Hikes, Mester Open to Doing More; • Oil Climbs Above $101 as China's Virus Cases Ease Before US Data; • Williams Says Unemployment Rate May Rise as Fed Fights Inflation; • Inflation Is So Bad Democrats Tell Biden ‘Do More’ for Midterms more
Rubrics Morning Comment 10.05.22
10th May 2022
• Bond Market Burned by Fed's Liftoff Struggles to See End to Pain; • Fed's Bostic Says No Need to Move Faster Than Half-Point Hikes; • Fed Warns of Worsening Market Liquidity in Stability Report; • Fuel Costs Soaring Into Summer Cast Shadow for U.S. Economy more
Rubrics Morning Comment 09.05.22
9th May 2022
• Treasury Curve Steepens After Jobs Data With Real Yields Surging; • Fed's Barkin Declines to Take 75 Basis-Point Hike Off Table; • Fed Can Still Achieve Soft Landing, Says UBS's Jeremy Zirin; • U.S. Posts Robust Job Gains, Data Offer Mixed Inflation Signs more
Rubrics Morning Comment 06.05.22
6th May 2022
• Global Bonds Hammered Ahead of Jobs Report as Market Doubts Fed; • Excess Liquidity to Keep Rates in U.S. Funding Markets Tethered; • Recession Risk Is Message of Market Turmoil, BMO's Lyngen Says; • Ex-Fed Vice Chair Clarida Says Rates Must Rise to at Least 3.5% more
Rubrics Morning Comment 05.05.22
5th May 2022
• Fed Hikes Rates Half-Point as Powell Signals Similar Moves Ahead; • Powell Vows to Curb Inflation With Hikes That Risk Economic Pain; • Central Banks Told That Risk of Wage-Price Spiral Is Real; • Bond Turbulence Far From Over as Inflation Fears Haunt Fed Path more
