11th January 2024
- US Bond Markets Are Trimming Bets on Treasuries Ahead of CPI
JPMorgan sees positioning as most neutral in four months
Weekly option demand has surged as traders hedge higher yields
https://blinks.bloomberg.com/news/stories/S71XMMDWRGG0
- Fed’s Williams Says Rates High Enough to Cool Inflation to Goal
Need policy to stay restrictive for ‘some time,’ Williams says
Don’t seem close to point of slowing asset runoff, he says
https://blinks.bloomberg.com/news/stories/S72EABT0AFB4
- JPMorgan Asset Says Fed Rate Cuts May Exceed Forecasts
Reasonable base case is 150 basis points of cuts: Mac Gorain
JPMorgan Asset favors buying five-, seven-, 10-year Treasuries
https://blinks.bloomberg.com/news/stories/S733PLT1UM0W
- Oil Pushes Higher With Red Sea Risks and Weaker Dollar in Focus
US currency gives up ground before release of inflation data
Benchmark Brent climbs above $77 a barrel after Wednesday drop
https://blinks.bloomberg.com/news/stories/S72ZXOT0AFB4
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