13th October 2022

  • Fed Officials Commit to Restrictive Rates But Calibration Needed

Policymakers see risks rising as rates become restrictive

Cost of too little action outweighs costs of too much

https://blinks.bloomberg.com/news/stories/RJNMIQT0G1KW

  • Bond Trader Inflation Expectations Edge Up as Focus Turns to CPI

Breakeven rates on TIPS have risen, though below 2022 highs

Producer-price inflation data shows ongoing upward pressure

https://blinks.bloomberg.com/news/stories/RJNOYHT0AFB4

  • Yellen Worries Over Loss of ‘Adequate Liquidity’ in Treasuries

Treasury secretary notes surge in supply of Treasuries

Yellen flags that Fed’s standing-repo facility could help

https://blinks.bloomberg.com/news/stories/RJNQUKT0G1KW

  • Fear Grips Treasuries Buyers Burned by Relentless Rise in Yields

Traders on guard for hotter US inflation data in September

‘We are not ready to dip our toes in,’ JPMorgan’s Berro says

https://blinks.bloomberg.com/news/stories/RJLMDGDWRGG0

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