14th August 2023
- Bond Market Sees No End to Tumult as Fed Casts a Hawkish Shadow
Traders to look at July 25-26 FOMC minutes for insights on Fed
Inflation risk and supply wave is lifting long-term US yields
https://blinks.bloomberg.com/news/stories/RZ6U64DWLU68
- Real Long Bond Yields on Cusp of 2% to Seriously Tempt Investors
Inflation-protected 30-year yield near 2%, highest since 2011
TIPS auction on Aug. 24 will reveal strength of buyer interest
https://blinks.bloomberg.com/news/stories/RZ8995DWRGG0
- Bill Gross Slams Stock and Bond Bulls, Says Markets ‘Overvalued’
Says 10-year Treasuries are too expensive, yield at 4.5% fair
Equity risk premium suggests stocks are also overvalued
https://blinks.bloomberg.com/news/stories/RZ8OQFDWRGG0
- US Treasuries on Track for Record Year of Inflows, BofA Says
Flows into Treasuries have reached $127 billion this year
Money-market funds reach record high amid rate hikes
https://blinks.bloomberg.com/news/stories/RZ7XW0T1UM0W
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