3rd February 2023

  • Global Bonds Roar Back as Central Bank Warnings Go Unheeded

Bonds advance even as policy makers warn of sticky inflation

‘Central banks aren’t as important’ this year: Brandywine

https://blinks.bloomberg.com/news/stories/RPHG2LT1UM0Z

  • Huge $80 Million Option Bet Targets Hard Fed Pivot to Easing

Dovish SOFR hedge sees policy rate as low as 2.5% by year-end

Relentless buying of the wager seen before, after Fed meeting

https://blinks.bloomberg.com/news/stories/RPGU0VDWLU68

  • Apple, Alphabet and Amazon Hurt as Economic Slump Crimps Demand

‘Headwinds kept the consumer sentiment weak in 2022’

Tech CEOs point to some bright spots, such as the use of AI

https://blinks.bloomberg.com/news/stories/RPH72FDWRGG0

  • Oil Suffers 5% Weekly Loss as China Optimism Dims, Holdings Rise

Additional sanctions and caps on Russian flows set to kick in

WTI falls toward $75 a barrel after US inventories climb again

https://blinks.bloomberg.com/news/stories/RPHNS4T0AFB4

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