20th October 2021

  • Fed’s Waller Sees Tapering Next Month, Rate Hike ‘Some Time Off’

Says Fed officials will react if inflation remains too high

Predicts the dot plot would show and early and steeper liftoff

https://blinks.bloomberg.com/news/stories/R18QDIT0G1L4

  • Fed Seen Well Behind as Global Race to Rate Hikes Hits Overdrive

Four hikes in England priced in by Fed’s first expected move

Australia pushes back on market view by raising cost of shorts

https://blinks.bloomberg.com/news/stories/R18CHQT0AFB5

  • Jefferies Says U.S. Risks Technical Default in 2021 on Debt Feud

Jefferies economists estimate debt ceiling x-date at year-end

Treasury Secretary Yellen identified Dec. 3 as the deadline

https://blinks.bloomberg.com/news/stories/R18N3ET0AFB4

  • Treasury Curve Steepens as Traders Reassess Stagflation Fears

Reflation trade is gaining traction once again: TD Securities

Yield curves in Australia, New Zealand have also widened

https://blinks.bloomberg.com/news/stories/R19B8VT0G1KW

CLICK HERE TO READ THE FULL ARTICLE

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