16th May 2022

  • Volatility Might Embolden Fed to Tighten Further, Pozsar Says

Analyst contemplates how far Fed might go to ‘slay inflation’

Riskier assets around the world have been hurt amid tightening

https://blinks.bloomberg.com/news/stories/RBUCA8DWRGG0

  • Bonds Suddenly Look Like a Smart Hedge Again After 12% Loss

Treasuries look more appealing after a historic rout this year

Stock rout juices U.S. debt, Citi sees a peak in bund selloff

https://blinks.bloomberg.com/news/stories/RBYHZ6T1UM0X

  • Goldman’s Blankfein Says US Should Prepare for Recession

It’s not ‘baked in’ and policy makers have a narrow path

Says Fed has been responding well to historic price increases

https://blinks.bloomberg.com/news/stories/RBXU6UT0AFB4

  • Fed’s Mester Backs Half-Point Rate Hikes in June and July

‘Faster pace’ of increases may be needed if prices don’t cool

Says needs to see ‘several months’ of lower inflation readings

https://blinks.bloomberg.com/news/stories/RBTZRCDWLU6O

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