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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