22nd January 2024

  • Morgan Stanley, JPMorgan Say Buy the Dip After Treasury Rout

Both firms recommend investors to buy five-year Treasuries

Five-year Treasuries sold off most since May last week

https://blinks.bloomberg.com/news/stories/S7NC8CT0AFB4

  • Bad Week for Bonds Worsens With Yields Reaching Year’s Highs

Treasury yields headed for highest closing levels of year

Economic data remain inconsistent with recession forecasts

https://blinks.bloomberg.com/news/stories/S7IYWVT0G1KW

  • Seismic Bond Shift Has Traders Watching Yield Curve’s Moves

Market has priced big rate cuts and curve remains inverted

Gross and Bassman are calling for a steeper yield curve

https://blinks.bloomberg.com/news/stories/S7IDF1T0AFB4

  • DeSantis Drops Out of 2024 Presidential Race, Endorses Trump

DeSantis releases video saying he sees no path to victory

Campaign burned through cash as it struggled to hone message

https://blinks.bloomberg.com/news/stories/S7MRG4DWLU68

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