Rubrics Morning Comment 21.03.22 – Rubrics – Asset Management

21st March 2022

Treasuries Stumble Near 2% at Short End Even With a Hawkish Fed

Two-year Treasury yield reached 1.9956% on March 16, then fell

Curve flattening is signaling bond-market recession concern

https://blinks.bloomberg.com/news/stories/R8XWLYT1UM0W

Bond Market’s Inflation Gauges Hit Record as Traders Doubt Fed

Five-year breakevens hit record amid another curve inversion

Bob Michele says he wouldn’t rule out half-point Fed hike

https://blinks.bloomberg.com/news/stories/R8Y3FLT1UM17

Fed Officials Showcase Hawkish Shift in Wake of Inflation Surge

Bullard says he favors raising rates above 3% before year-end

Onetime dove Kashkari backs increases to cool price pressures

https://blinks.bloomberg.com/news/stories/R8YEIFT0AFB4

Usurping Dollar’s Dominance an Impossible Task, Fund Giants Say

America’s deep capital markets, economy seen as unparalleled

Yuan viewed as afterthought even with progress: PineBridge

https://blinks.bloomberg.com/news/stories/R92W6FDWLU6M

CLICK HERE TO READ THE FULL ARTICLE

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

Copyright © 2024 Rubrics Asset Management (Ireland) Limited
Rubrics Asset Management (Ireland) Limited is a private company registered in Ireland (reference number: 613956) and regulated by the Central Bank of Ireland in the conduct of financial services (reference number: C173854). Details about the extent of our authorisation and regulation is available on request. Rubrics Asset Management (UK) Limited is an appointed representative of Laven Advisors LLP, which is authorised and regulated by the Financial Conduct Authority of the United Kingdom (Reference number: 447282).