Rubrics Morning Comment 10.05.22 – Rubrics – Asset Management

10th May 2022

Bond Market Burned by Fed’s Liftoff Struggles to See End to Pain

A consensus on where Fed’s heading, but not where it winds up

Peak for current tightening seen not too far above last cycle

https://blinks.bloomberg.com/news/stories/RBMGAHDWX2PS

Fed’s Bostic Says No Need to Move Faster Than Half-Point Hikes

Bostic: 50 basis points ‘is already a pretty aggressive move’

Atlanta Fed chief sees move to neutral range, then assessing

https://blinks.bloomberg.com/news/stories/RBMM8GDWRGG0

Fed Warns of Worsening Market Liquidity in Stability Report

Risk of sudden liquidity deterioration ‘higher than normal’

‘Notable dysfunction’ seen in commodity markets amid war: Fed

https://blinks.bloomberg.com/news/stories/RBMT0QDWLU6F

Fuel Costs Soaring Into Summer Cast Shadow for U.S. Economy

Diesel-price shock to have longer impact on economy: Finley

Gasoline pump prices have remained firmly above $4 a gallon

https://blinks.bloomberg.com/news/stories/RBDE21T0AFB6

CLICK HERE TO READ THE FULL ARTICLE

For more information please contact Rubrics Asset Management. info@rubricsam.com.

Copyright © 2024 Rubrics Asset Management (Ireland) Limited
Rubrics Asset Management (Ireland) Limited is a private company registered in Ireland (reference number: 613956) and regulated by the Central Bank of Ireland in the conduct of financial services (reference number: C173854). Details about the extent of our authorisation and regulation is available on request. Rubrics Asset Management (UK) Limited is an appointed representative of Laven Advisors LLP, which is authorised and regulated by the Financial Conduct Authority of the United Kingdom (Reference number: 447282).