21st June 2021

  • Fed’s Bullard Says High Inflation May Warrant 2022 Liftoff

Says natural for Fed to take hawkish tilt amid inflation risk

Leans toward curbing Fed’s MBS role to not feed housing froth

https://blinks.bloomberg.com/news/stories/QUWW9MT0AFB4

  • U.S. 30-Year Yield Drops Below 2% for First Time Since February

Selloff in Asian stocks is triggering risk-off sentiment: RBC

Flattening set off a scramble to unwind curve steepeners

https://blinks.bloomberg.com/news/stories/QV19E2DWRGG3

  • Fed’s Taper Timing Moves Into Focus After Dot-Plot Surprise

Taper signal could come at late-August Jackson Hole retreat

Hawkish dot plot seen challenging Fed’s new policy framework

https://blinks.bloomberg.com/news/stories/QUWIHPT0AFB4

  • Long-End Bond Rally Goes Global With Inflation Bets Squeezed

U.K. yield curve flattens to lowest level since January

Fed’s hawkish tilt spurred rally in 30-year Treasuries

https://blinks.bloomberg.com/news/stories/QUVYLQT1UM0X

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