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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