22nd December 2022

  • Just 1% of Bond Investors Dodged Mistakes That Sank Rivals

T. Rowe, JPMorgan funds stand out for year’s positive returns

Managers sticking to defensive strategies that helped in 2022

https://blinks.bloomberg.com/news/stories/RN9MNET0G1KX

  • Morgan Stanley’s Caron Says Markets Are Wrong on Fed Hikes

Hiking cycles are not sufficiently priced in: Jim Caron

Fed-dated swaps pricing terminal rate of 4.87% for May

https://blinks.bloomberg.com/news/stories/RN8YKODWX2PS

  • US Consumer Confidence Jumps to Highest Level in Eight Months

Inflation expectations fell to lowest since September 2021

Consumers also more slightly more upbeat about the job market

https://blinks.bloomberg.com/news/stories/RN8YJGT1UM0W

  • Fed’s Group to Take Dovish Tilt With Four New 2023 Voters

Chicago’s Goolsbee and two centrists will vote in the new year

Chair Powell seems to have unified committee with few dissents

https://blinks.bloomberg.com/news/stories/RN94ANT1UM0W

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