21st February 2023

  • Treasuries Start Week on Back Foot as Inflation Bets Climb

Two-year breakeven yields near highest level since November

ANZ forecasts US 2-year yields to rise to 4.75% by mid-year

https://blinks.bloomberg.com/news/stories/RQEONWT0AFB6

  • Biden Meets Zelenskiy on Surprise Trip Nearly Year Into War

US president makes first visit to Ukraine since Russia invaded

Zelenskiy pushing for additional and faster weapons deliveries

https://blinks.bloomberg.com/news/stories/RQDYOYT1UM10

  • JPMorgan’s Matejka Says Stock Rally Will Fade Amid Fed Fallout

Historically, stocks don’t bottom before Fed stops hiking: JPM

Strategists echo other bearish calls from MS, BofA peers

https://blinks.bloomberg.com/news/stories/RQD977T1UM0W

  • Oil Falls in Choppy Market as Fed and China Recovery Face Off

Russian exports to China surge to most since Ukraine invasion

Brent futures drop toward $83 after climbing 1.3% on Monday

https://blinks.bloomberg.com/news/stories/RQEWC3T0AFB4

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