7th February 2023

  • Bonds Tumble as Central Bankers Hammer Home Hawkish Message

Bonds extend Friday selloff, US two-year yield jumps 19 bps

Policymakers are trying to tamp down dovish bets in markets

https://blinks.bloomberg.com/news/stories/RPOIC9T1UM0W

  • Fed’s Bostic Says Higher Peak Rate on Table After Jobs Blowout

Atlanta Fed chief says main job is controlling inflation

Bostic tells Bloomberg that the Fed may have more work to do

https://blinks.bloomberg.com/news/stories/RPOEI0T0AFB6

  • Bond Traders Quickly Come Around to Fed’s View on Peak for Rates

Fed-dated swaps reflect 5.12% benchmark rate around midyear

SOFR options activity surges as traders pare bets on rate cuts

https://blinks.bloomberg.com/news/stories/RPOAAOT1UM10

  • JPMorgan’s Kolanovic Calls Latest Stock Rally a Bear-Market Trap

Strategist warns disinflationary process could be ‘transitory’

Kolanovic expects two more Fed rate hikes in March and May

https://blinks.bloomberg.com/news/stories/RPOC02T0G1KY

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