9th November 2023
- Quant, Asset Manager Buying Adds Juice for Bigger Treasury Rally
Real money extends Treasury long positions in cash and futures
JPMorgan sees CTAs buying $92 billion US futures in next month
https://blinks.bloomberg.com/news/stories/S3RGZVT0G1KW
- Swaps Markets Price a Game-Over Scenario for Global Hiking Cycle
Global markets see average policy rate falling within a year
Such bets backfired before on resilient inflation, growth
https://blinks.bloomberg.com/news/stories/S3TZCBDWLU68
- Pandemic Savings May Last to Mid-2024: San Francisco Fed Study
Revised data shows more extra cash remains in US economy
Household reserves dwindling slower than previously thought
https://blinks.bloomberg.com/news/stories/S3TGYYDWRGG0
- Oil Holds Near Three-Month Low as Demand Headwinds Proliferate
China’s crude consumption outlook worsens as economy wobbles
Brent trades near $80 after losing almost 7% in two sessions
https://blinks.bloomberg.com/news/stories/S3UF3YT0AFB4
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