9th March 2021

  • Biggest Yield-GDP Gap Since 1966 Shows Room for Bond Pain

Analysts boost forecasts on nominal growth to 32-year high

Rising yield cannot keep up with growth upgrade on stimulus

https://blinks.bloomberg.com/news/stories/QPOIG1DWX2PX

  • Treasury Traders Beware Auctions in March as Demand Litmus Test

U.S. to sell three-, 10-, 30-year debt over next three days

Wednesday’s inflation numbers are also a potential catalyst

https://blinks.bloomberg.com/news/stories/QPOGZIDWX2PS

  • Yellen Says Stimulus Unlikely to Cause Inflation Problem

IMF’s Georgieva applauds Biden’s ‘very progressive policies’

Treasury yields have surged amid worries over inflation

https://blinks.bloomberg.com/news/stories/QPNQ9ADWRGGC

  • Haunted by 2008, China and U.S. Diverge on Stimulus Plans

Biden plans double fiscal dose, Powell swears off tightening

China emphasizes deleveraging with tighter fiscal targets

https://blinks.bloomberg.com/news/stories/QPNPB7DWRGG4

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