8th December 2021
- Two-Year Treasury Yields Erase Omicron Drop on Hawkish Fed Bets
Short-dated yields climb as traders bet on a June rate hike
Move helps flatten curve, showing fear remains of policy error
https://blinks.bloomberg.com/news/stories/R3RUHVT0G1KY
- Pimco Warns Risk of Policy Mistakes From Central Banks Is Rising
Inflation risk premium isn’t fully priced in the bond market
Long-dated Treasuries can still help diversify portfolio risk
https://blinks.bloomberg.com/news/stories/R3R2PGT1UM0W
- Treasury Dealer Short Positions Another Red Flag for Liquidity
Primary dealers’ net short in front end is biggest since 2017
Barclays says it suggests less demand for off-the-run bonds
https://blinks.bloomberg.com/news/stories/R3QWR9T0AFBI
- Gundlach Sees ‘Rough Waters’ for Market as Fed Pursues Taper
He says higher borrowing costs poised to crimp economic growth
Billionaire says stimulus artificially propped up the economy
https://blinks.bloomberg.com/news/stories/R3RP31T1UM0X
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