21st December 2022
- US Recession Is Key to Whether BOJ-Fueled Treasury Selloff Lasts
US 10-year yield jumped after news of Japanese policy tweak
Yields remain well below levels they reached earlier in year
https://blinks.bloomberg.com/news/stories/RN7M7SDWX2PS
- Treasuries Positioning Purge Gives Green Light for Higher Yields
Treasury 10-year yield cheapest since November after BOJ shock
Position flows show hedge funds unwinding SOFR short bets
https://blinks.bloomberg.com/news/stories/RN73L4T0G1KW
- Treasuries Bulls Find No Solace in Tepid Demand From Japan Funds
Japan funds sold a record amount of US sovereign bonds in 2022
Buying in 2023 may be 20%-30% of this year’s outflow: Fivestar
https://blinks.bloomberg.com/news/stories/RMR6A9T0AFB6
- US Rent Inflation Slows Sharply in New Index Built by Fed Team
Gauge based on leases of tenants who recently moved in
Collaborated with Bureau of Labor Statistics researchers
https://blinks.bloomberg.com/news/stories/RN5WMCDWRGG1
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