18th March 2021

  • Powell Hammers Home Dovish Message in ‘Clean Break’ With Old Fed

Fed holds rates near zero and signals no liftoff through 2023

Growth forecasts upgraded but inflation bump seen as temporary

https://blinks.bloomberg.com/news/stories/QQ4UHEDWRGGB

  • Bond Traders Revive Inflation Bets With Fed’s Easy-Policy Vow

Powell says central bank won’t act preemptively with hikes

10-year proxy of inflation expectations is highest since 2013

https://blinks.bloomberg.com/news/stories/QQ58SADWRGG2

  • Morgan Stanley Favors Treasury Steepeners Following Dovish Fed

https://blinks.bloomberg.com/news/stories/QQ545MDWX2Q5

  • Pozsar Says Markets to Sidestep ‘Mayhem’ If Fed Relief Expires

Expiry of SLR measures won’t force Treasury sales, impede repo

Fed’s Powell says announcement on exemption ‘in coming days’

https://blinks.bloomberg.com/news/stories/QQ4MVLT0G1KW

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