20th March 2024
- Bond Short Bets Pile Up on Fear the Fed Will Dash Rate-Cut Hopes
Concern that Fed may reduce projections for 2024 rate cuts
Options trading shows positioning to protect against a selloff
https://blinks.bloomberg.com/news/stories/SALM7NDWLU68
- ‘Gloriously Wrong’ Dollar Bets Derailed by Synced Central Banks
Central banks facing most synchronized easing cycle since 2008
Dollar has advantages including yield premium, haven status
https://blinks.bloomberg.com/news/stories/S9UT4VT0G1KW
- Fed to Give Fresh Clues on Path of Rate Cuts: Decision-Day Guide
Economists expect FOMC to pencil in three 2024 rate cuts
Policymakers will discuss slowing balance-sheet unwind
https://blinks.bloomberg.com/news/stories/SAJOO9DWLU68
- Funding Market Signals Fed Officials Have Some Time to Ponder QT
US funding markets have been stabilizing so far this year
Fed likely set to discuss when and how to taper asset runoff
https://blinks.bloomberg.com/news/stories/SAJQKXDWRGG0
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