23rd January 2023
- Hedge Fund Bond Split With Institutions May Signal Fed Cycle End
Leveraged funds bearish 10-year bonds, asset managers bullish
Split mirrors peak of last Fed interest-rate hike cycle
https://blinks.bloomberg.com/news/stories/ROWW8CT0G1KW
- US Bond Market Flouting Inflation Looks Increasingly Vulnerable
Traders have been slashing their expectations for inflation
Inflation-protected bond auction results show different view
https://blinks.bloomberg.com/news/stories/ROQPEGDWLU6A
- Fed Set to Slow Hikes Again and Debate How Much Further to Go
Officials poised for quarter-point move with inflation cooling
Tight labor market makes some uneasy about pausing increases
https://blinks.bloomberg.com/news/stories/ROSYPTDWRGG0
- Fed’s Waller Backs Slowing the Next Rate Hike to 25 Basis Points
Fed governor says further tightening needed to curb inflation
Says Fed must maintain the progress made on cooling prices
https://blinks.bloomberg.com/news/stories/ROSTB9DWX2PS
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