15th February 2022

  • U.S. Inflation Outlook Falls for First Time Since October 2020

One-year and three-year expectations dropped in Jan. survey

NY Fed President Williams co-authored blog post on inflation

https://blinks.bloomberg.com/news/stories/R7BA71T0G1L0

  • Bullard Urges Front-Loading Fed Hikes for Inflation Credibility

On CNBC, he repeats call for 100 basis points by July 1

Fed credibility is on he line, St. Louis Fed leader says

https://blinks.bloomberg.com/news/stories/R7AZDAT0AFB5

  • Traders Price Deeper Fed Rate Cuts With Cycle Peaking Mid-2023

Dec23/Dec25 eurodollar spread almost implies one 25bp rate cut

Curve extended flattening Monday following Bullard comments

https://blinks.bloomberg.com/news/stories/R7AVM4T0AFB4

  • White House Seeks to Avoid Gas Price Shocks From Ukraine Crisis

Administration is working with companies to mitigate shocks

War in Ukraine could disrupt natural gas flowing from Russia

https://blinks.bloomberg.com/news/stories/R7BEIYT0G1KW

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