5th December 2022

  • Bonds Rallying Back From Brutal Year Show Power of Higher Rates

Treasury buyers drawn in after interest payments surged

Market sees best month since March 2020 even with Fed hiking

https://blinks.bloomberg.com/news/stories/RM9LOAT0AFB4

  • Fed Has Data to Mull Even Higher Peak Rate Following Wage Surge

Jerome Powell sees wage gains as a key to inflation outlook

Fed to consider half-point hikes for December and February

https://blinks.bloomberg.com/news/stories/RMA98ST1UM0W

  • Global Debt Extends Best Run Since Pre-Covid on China, Fed Bets

Asia high-grade dollar bond yield premiums tightened Monday

Chinese property bonds gain further on reopening prospects

https://blinks.bloomberg.com/news/stories/RME9LYT0G1KX

  • Quant Funds Have Path to Pounce on Treasuries After Jobs Setback

CTAs would likely buy if 10-year reaches 3.25%, Citi says

Trend-following funds amassed short positions as yields rose

https://blinks.bloomberg.com/news/stories/RM9JPXT0AFB4

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