12th May 2022

  • Fed Officials Stay Course on Half-Point Hikes Despite Hot Prices

April consumer inflation higher than expected, dimming outlook

Data boost expectations the Fed will continue large rate hikes

https://blinks.bloomberg.com/news/stories/RBQJ17DWRGG1

  • Treasury Curve Flattens After Inflation Jumps More Than Forecast

Short-maturity yields briefly climb over 10 basis points

TIPS outperform, pushing breakeven inflation rates higher

https://blinks.bloomberg.com/news/stories/RBQIF3DWLU69

  • Hedge Funds’ Treasury Basis Trade Is Back With Soft 2020 Echoes

A key cash-yield spread approaches March 2020 crisis level

Fast money’s elevated positioning can drive bond volatility

https://blinks.bloomberg.com/news/stories/RBPU6XDWLU68

  • Yield Curves Flatten as Inflation Spurs Fed Recession-Risk Fear

Ten-year bonds lead gains in U.S., Australian markets

Bets firmed on 3 straight half-point Fed hikes after CPI data

https://blinks.bloomberg.com/news/stories/RBR72IDWLU68

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