Rubrics Morning Comment 30.03.22
30th March 2022
• Fed's Harker Is 'Open' to Faster Rates With Half-Point on Table; • Traders Irked by Fed Rate-Hike Wagers Are Already Eyeing Cuts; • Fed Pivots Toward Jumbo Hikes After Being Slammed as Too Slow; • Pimco Says Curve Inversion May Be Unreliable Recession Signal more
Rubrics Morning Comment 29.03.22
29th March 2022
• Billionaires, Private Equity Would See Tax Hikes in Biden Plan; • Morgan Stanley Flags 'Temporary' April Reprieve on Bond Losses; • White House Budgets for an Unrealistic Inflation Slowdown; • Treasury Yields Show Fed's Final Rate a Key to Depth of Rout more
Rubrics Morning Comment 28.03.22
28th March 2022
• Global Bond Rout Sparks BOJ Buying, U.S. Yield Curve Inversion; • Fed's Best Hope Increasingly Looks Like a 'Semi-Hard' Landing; • Treasury Selloff Sends Yields Racing Past Limits of Bullish Era; • Treasury Yields Surge as Fed Traders Price In Even More Hikes more
Rubrics Morning Comment 25.03.22
25th March 2022
• Bets on Higher Treasury Yields Rippling Through Funding Market; • Goldman Boosts Treasury Yield Forecasts, Sees 'Modest' Inversion; • Treasuries Risk Fresh Shock With Fed QT Timeline Likely Soon; • Oil Fluctuates as Traders Weigh Threats to Russian Energy Flows more
Rubrics Morning Comment 24.03.22
24th March 2022
• Treasury Market Gets Reprieve as Investors Pounce on Auction; • Fed Officials Take Aim at Inflation, Say Ready to Act With Vigor; • Oil Swings as Biden, Allies Gather to Step Up Pressure on Moscow; • U.S., Europe Closing In on Deal to Cut Demand for Russian Energy more
Rubrics Morning Comment 23.03.22
23rd March 2022
• Treasuries Threaten to Break Decades-Long Bullish Trend Line; • Historic Treasury Selloff Opens Rifts Between Old and New Bonds; • Global Bond Index Loses $2.6 Trillion in Record Slide From Peak; • Fed Officials Back Powell Over Hikes, With Half-Point on Table more
Rubrics Morning Comment 22.03.22
22nd March 2022
• Powell Is Ready to Back Half-Point Hike in May If Necessary; • U.S. Yield Curve Crushed as Short-End Rates Surge on Fed Stance; • Most Central Banks Seen as Behind the Curve in Global Survey; • Oil Rallies as EU Debates Possible Ban on Russian Crude Imports more
Rubrics Morning Comment 21.03.22
21st March 2022
• Treasuries Stumble Near 2% at Short End Even With a Hawkish Fed; • Bond Market's Inflation Gauges Hit Record as Traders Doubt Fed; • Fed Officials Showcase Hawkish Shift in Wake of Inflation Surge; • Usurping Dollar's Dominance an Impossible Task, Fund Giants Say more
Rubrics Morning Comment 16.03.22
16th March 2022
• Fed to Hike and Steepen Its Rate Policy Path: Decision-Day Guide; • Treasury 30-Year Yield Rises to Highest Since 2019 Before FOMC; • Oil's Retreat Pauses After Shedding Most of Russian War Gains; • Raskin Withdraws From Fed Nomination After Support Crumbles more
Rubrics Morning Comment 15.03.22
15th March 2022
• Inflation Outlook Rises to Match Record in New York Fed Survey; • Global Bonds Extend Rout as Seven Fed Hikes Priced In for Year; • Fed Traders Now Fully Pricing In Seven Standard Hikes for 2022; • U.S., China Describe Rome Talks as 'Substantial,' 'Constructive' more
