Rubrics Morning Comment 17.12.21 – Rubrics – Asset Management

17th December 2021

Five-Year Treasury Yields Slump in Rejection of Fed 2023 Outlook

Interest-rate futures reprice rate increases in 2023

Wild two-day ride takes five-year to 1.17% from 1.30%

https://blinks.bloomberg.com/news/stories/R47YKGDWLU6G

Powell Resets Fed Goals for Job Market in Light of Covid Reality

Returning to pre-pandemic may not be practical today, he says

Full employment is subjective and an FOMC decision, he says

https://blinks.bloomberg.com/news/stories/R47Q18DWLU71

Central Banks Bet Economies Can Tolerate Omicron, Not Inflation

This week, Fed, ECB and BoE all sound less worried about Covid

They see less damage to demand; focus on supply risk to prices

https://blinks.bloomberg.com/news/stories/R487HGDWRGG2

Top Biden Economist: ‘I Really Do Believe’ Inflation Will Ease

Rouse says she appreciates that higher prices are painful

Too early to gauge omicron variant’s impact on U.S. economy

https://blinks.bloomberg.com/news/stories/R485F2DWX2PS

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