1st February 2022

  • Fed Officials Stress Not Jamming Brakes on Economy as Hikes Loom

Fed’s George: policy support should be removed ‘deliberately’

Daly argues against going too quickly; Bostic sees three hikes

https://blinks.bloomberg.com/news/stories/R6LCXKDWRGG0

  • Fed’s Tightening Plan Upends Outlook for Treasury Bond Sales

Many dealers see just one more cut to quarterly refundings

Fed balance-sheet runoff will alter Treasury borrowing needs

https://blinks.bloomberg.com/news/stories/R6KWZCT0AFBA

  • Hedge-Fund Trade That Upended Treasury Market Is Set to Return

Relative-value opportunities emerge as Fed shrinks footprint

Older Treasury notes and bonds have seen some value erode

https://blinks.bloomberg.com/news/stories/R6KR6CDWLU6F

  • U.S. Yield Curve Flattens as Traders Mull Half-Point March Hike

Two- and 10-year yield gap now smallest since October 2020

Traders are reluctant to push long-term yields higher

https://blinks.bloomberg.com/news/stories/R6KWGODWX2PX

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