6th November 2023
- Best Run for Bonds Since 2020 as Traders Bet on Fed-Hike Finale
Jobs data, Fed meeting and Treasury refunding drive the rally
Bond traders see room for Fed to finally end rate-hiking cycle
https://blinks.bloomberg.com/news/stories/S3ILTHT0G1KW
- US Yields Dive After Jobs Data as Traders Move Up Rate-Cut Bets
Markets now see the Fed’s first cut in June, instead of July
Long-end bonds are experiencing historic declines this week
https://blinks.bloomberg.com/news/stories/S3JUYOT0AFB4
- Hedge Funds Catapulted Treasury Shorts to Record at Wrong Time
Investors boost net short UST futures bets to most since 2006
‘Short US Treasuries positioning was at an extreme’: Macquarie
https://blinks.bloomberg.com/news/stories/S3OKT8T1UM0W
- Fed’s Bostic Says FOMC Has Time to Watch, Be Patient on Rates
Policymakers can get inflation to 2% without a recession
Atlanta Fed chief speaks in interview on Bloomberg TV
https://blinks.bloomberg.com/news/stories/S3KCDQT1UM0W
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