8th March 2022

  • Bond Market’s U.S., EU Inflation Expectations Hit Record Highs

Breakeven CPI rate for 10-year TIPS climbs to 2.785%

Oil extends surge as U.S. considers ban on Russian imports

https://blinks.bloomberg.com/news/stories/R8DQ31DWLU6E

  • Surging Price of Everything Spells Stagflation, Risks Recessions

Barclays, JPMorgan cut growth outlook, lift inflation view

Commodities surging amid fears of new sanctions on Russia

https://blinks.bloomberg.com/news/stories/R8DHALT1UM0Y

  • Faltering Market Liquidity Renews Prodding for Treasury Buybacks

Treasury hasn’t done buybacks of off-the-runs for two decades

Some dealers see it adding a backstop as Fed withdraws

https://blinks.bloomberg.com/news/stories/R8DJMMT0G1L2

  • Wheat Swings Near Record After Surpassing Food-Crisis High

Prices can’t keep going up forever, says CBA’s Gorey

The world still has to deal with a huge supply shock

https://blinks.bloomberg.com/news/stories/R8EWXQT1UM0W

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