Rubrics Morning Comment 09.02.22
9th February 2022
• Treasuries 'Mini' Bear Market Nears an End for Some Investors; • Bets on Rising U.S. Yields Increase Pressure on Financing Rates; • Rising Rates Become Enemy No. 1 for Traders Betting on Dollar; • Oil Fluctuates After Report Points to Shrinking U.S. Stockpiles more
Rubrics Morning Comment 08.02.22
8th February 2022
• U.S. 10-Year Yield Nears Threshold That Could Propel It Past 2%; • Goldman, Citigroup See Winning Bets Against Super-Sized Fed Hike; • Treasuries Closing on 2% Just a Start as Traders See More Misery; • Oil Steadies Near $91 With Focus Turning to Iran Nuclear Talks more
Rubrics Morning Comment 07.02.22
7th February 2022
• Traders Boost Bets on Super-Sized March Fed Hike on Jobs Blowout; • Bond Bears Brace for Challenges From Consumer Prices, Auctions; • U.S. 30-Year Real Yield Turns Positive as Fed Hike Bets Increase; • Oil Fluctuates as Red-Hot Rally Cools After Seven Weekly Gains more
Rubrics Morning Comment 04.02.22
4th February 2022
• Negative Rates Under Attack as Bond Traders See Hikes Everywhere; • U.S. Jobs Data Look 'Particularly Tricky' on Omicron, Revisions; • WTI Crude Passes $90 a Barrel for the First Time Since 2014; • Lagarde Pivots on ECB Hikes as Switch in Guidance Seen Soon more
Rubrics Morning Comment 03.02.22
3rd February 2022
• U.S. Private Jobs Plunged Last Month on Omicron, ADP Data Show; • Markets Face Next Big Test From U.S. CPI Data, UBS's Kaiser Says; • Global Bonds Rally as Meta, Growth Concern Fan Demand for Havens; • Yellen Puts Inflation Blame Elsewhere, Defends Biden Stimulus more
Rubrics Morning Comment 02.02.22
2nd February 2022
• Fed Won't Be Rushed in Its Hiking Path by Wall Street Frenzy; • Goldman Sees QT Fueling Treasury Volatility, Hurting Liquidity; • White House, Fed Warn January Jobs Will Be Ugly Due to Omicron; • Bullard Backs March Liftoff, Second-Quarter Balance-Sheet Shrink more
Rubrics Morning Comment 01.02.22
1st February 2022
• Fed Officials Stress Not Jamming Brakes on Economy as Hikes Loom; • Fed's Tightening Plan Upends Outlook for Treasury Bond Sales; • Hedge-Fund Trade That Upended Treasury Market Is Set to Return; • U.S. Yield Curve Flattens as Traders Mull Half-Point March Hike more
Rubrics Morning Comment 31.01.22
31st January 2022
• Hedge Funds' Wrong-Way Bets on Yield Curve Fueled Flattening; • Fed Watchers Increase Calls for 2022 Hikes, BoA Sees Seven Moves; • Bostic Says Fed Could Do Half-Point March Hike If Needed; • Bond Market Girds for Bumpy Road as Powell Shreds Fed Playbook more
Rubrics Morning Comment 28.01.22
28th January 2022
• Fed Should Sell Bonds, Not Just Let Them Roll Off, Pozsar Says; • Traders Brace for Possibility of Five Fed Rate Hikes This Year; • Treasuries' Worst Rout in Years to Deepen as Fed Plays Catch-Up; • U.S. Economic Growth Quickened Last Quarter With Inventory Boost more
Rubrics Morning Comment 27.01.22
27th January 2022
• Powell Opens Door to Faster Rate-Hike Path to Curb Inflation; • Inflation Measure Cited by Powell Is About to Register More Heat; • Bank of Canada Signals Hikes Are Imminent After Omicron Wave; • Oil Drops From Seven-Year High After Fed Flags Tighter Policy more
