Rubrics Morning Comment 17.02.21 – Rubrics – Asset Management

17th February 2021

Fed’s Daly Plays Down Inflation as Officials Warn of Virus Risk

‘Long way to go’ before economy back to full strength: Bowman

Kansas City Fed’s George says recovery ‘incomplete and uneven’

https://blinks.bloomberg.com/news/stories/QON4G2T0G1KZ

Democrats Put Biden Stimulus on 10-Day Fast Track for House Vote

House set to approve the legislation before end of February

Senate braces to make changes to the minimum wage measure

https://blinks.bloomberg.com/news/stories/QOMWWQT0AFB7

Treasury Volatility Is Just Starting With Another Big Swing Seen

Stimulus vote, reflation trade and supply among key drivers

Volatility on 10-year swap rates jumped by most since March

https://blinks.bloomberg.com/news/stories/QONDE4T0G1L2

Pimco’s Mather Sees Inflation as Danger to Market in Years Ahead

Money manager looks to agency MBS, financials, junk for refuge

Voya, Allianz also raise red flags as economy picks up steam

https://blinks.bloomberg.com/news/stories/QOMLEJT0G1L7

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