20th December 2023

  • Fed’s Bostic Says He Doesn’t See Urgency to Cut Interest Rates

Atlanta chief watching three-month, six-month inflation rates

Says inflation heading in right direction, still too high

https://blinks.bloomberg.com/news/stories/S5XI2WDWX2PS

  • Barkin Suggests Fed Would Cut Rates If Inflation Keeps Falling

Richmond chief says he’s looking for data consistency, breadth

Barkin sees inflation as ‘stubborner’ than average policymaker

https://blinks.bloomberg.com/news/stories/S5X3W6DWLU68

  • Last Bond Bears Capitulate as Bets on Higher Fed Rates Vanish

De-risking continues in shorter-maturity futures after Fed

Meanwhile, bullish positions are building in long-end of curve

https://blinks.bloomberg.com/news/stories/S5X193T0G1KW

  • Wall Street Forced by Fed Into Rethink of 2024 Bond Yields

Rally unleashed by Dec. 13 policy shift saw rates outlook met

Revised forecasts for Treasury yields still span a wide range

https://blinks.bloomberg.com/news/stories/S5D3YCDWRGG0

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