18th September 2023

  • Bond Market at Risk of Third Annual Loss Needs a Dot-Plot Rescue

Fed policymakers set to unveil new forecasts for policy rate

‘Much maligned’ dot plot seen vital without forward-guidance

https://blinks.bloomberg.com/news/stories/S0KTT0T0G1KW

  • Hedge Funds Just Turned Bullish on Dollar Before Key Fed Meeting

Switch driven by drop in euro long positions after ECB meeting

Fed likely to make hawkish hold this week, Brown Brothers says

https://blinks.bloomberg.com/news/stories/S15RWTT1UM0W

  • Fed’s Policy Paradox: Too-Slow Growth Threatens Inflation Fight

Too-high rates can hurt supply, lift price pressures: paper

Theory in past focused on throttling demand to stem inflation

https://blinks.bloomberg.com/news/stories/S0XR6XDWX2PS

  • US Inflation Expectations Fall to Lowest in Over Two Years

Consumers see price growth easing in short and long term

University of Michigan sentiment gauge still fell this month

https://blinks.bloomberg.com/news/stories/S115QNDWLU68

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