5th January 2022
- Kashkari Sees 2022 Fed Rate Hikes to Counter Inflation Risk
Inflation is higher, more persistent than expected, he says
Minneapolis Fed president has been most dovish policy maker
https://blinks.bloomberg.com/news/stories/R5717KDWX2PS
- Treasury Yield Curve Steepens on Bet Fed Sticks to Hawkish Path
A sign of optimism virus surge won’t deal big economic setback
Long-term yields near breaching 2021 highs after selloff
https://blinks.bloomberg.com/news/stories/R57SPUT0AFB4
- U.S. Yield Move Is About Technicals and Inflation, Not Optimism
Classic bear-steepening has come as short-end rates anchored
Corporate bond sales mean long-end selloff is partly technical
https://blinks.bloomberg.com/news/stories/R57Y0GT0G1KY
- Inventory ‘Bullwhip’ Risk Emerges in Latest U.S. Logistics Index
December LMI stays above 70 level for an 11th straight month
Inventory overhang would cloud 2022 outlook for prices, growth
https://blinks.bloomberg.com/news/stories/R56TLEDWRGG4
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