8th May 2024

  • Rents Set to Be Last Domino to Fall in Global Inflation Battle

Immigration and housing shortages fuel rents in Australia, UK

Sticky inflation prevents central banks from cutting rates

https://blinks.bloomberg.com/news/stories/SD1KMXT0G1KW

  • Fed’s Kashkari Says Rates Likely on Hold for ‘Extended Period’

Kashkari questions if rates are high enough to tame prices

Resilient housing market may indicate neutral rate is higher

https://blinks.bloomberg.com/news/stories/SD4HL1DWX2PS

  • Treasuries Remain Higher After Solid Three-Year Note Auction

First of three note and bond sales gets near-expected result

Higher-stakes auctions of 10- and 30-year debt are ahead

https://blinks.bloomberg.com/news/stories/SD4LBBDWLU68

  • Traders Weigh Next Move After Short Bond Wagers Scrapped

Positioning moves to neutral as bearish front-end wagers cut

Barclays proposes shorting front-end as cuts repriced

https://blinks.bloomberg.com/news/stories/SD4EMSDWRGG0

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