16th January 2023

  • US Year-Ahead Inflation Views Drop to Lowest Since April 2021

One-year price expectations fell to 4% in early January

University of Michigan consumer sentiment beat all estimates

https://blinks.bloomberg.com/news/stories/ROFJATT0AFB4

  • Bond Investors Are at a Crossroads With Fed Pause In Sight

Inflation trend sparks bets rate increases will end in March

Open interest in Treasury note futures swells in rally

https://blinks.bloomberg.com/news/stories/RODWA1T1UM0W

  • Oil’s Advance Takes Breather as Investors Assess China Reopening

WTI falls toward $79 after rallying by more than 8% last week

Monthly outlooks due from OPEC and International Energy Agency

https://blinks.bloomberg.com/news/stories/ROKC6DT0AFB4

  • Treasury’s Debt-Ceiling Maneuvers to Hamper the Fed’s QT Efforts

Ceiling constraints alter distribution of Fed’s liabilities

TGA drop under the limit will neutralize unwind, BofA Says

https://blinks.bloomberg.com/news/stories/ROFIM6T0G1KW

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