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

CLICK HERE TO READ THE FULL ARTICLE

For more information please contact Rubrics Asset Management. info@rubricsam.com.