13th December 2023

  • Fed Not Ready to Signal Near-Term Rate Cuts: Decision-Day Guide

Investors will be focused on dot plot forecasts for 2024 rates

Powell is not ready to speculate on when rate cuts will start

https://blinks.bloomberg.com/news/stories/S5D7S9DWLU68

  • Bond Market’s Big Rate-Cut Wager Faces a Reckoning From the Fed

Fed officials quarterly rate projections are keenly in focus

Chairman Powell may push back on rate cuts at press gathering

https://blinks.bloomberg.com/news/stories/S5L9HJT1UM0W

  • US Consumer Prices Pick Up, Denting Hopes for Fed Rate Cuts

Core and overall CPI accelerated in November from prior month

Services kept prices high while goods deflation continued

https://blinks.bloomberg.com/news/stories/S5K4POT1UM0W

  • Best Bond Forecasters of 2023 Say Rally Is Doomed to Fizzle

Goldman, RSM see 10-year yields rising to around 4.5% in 2024

They were among the few to call this year’s yield jump

https://blinks.bloomberg.com/news/stories/S5K39IT0G1KW

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