23rd August 2022

  • Hedge Funds Build Up Big Short Betting on Hawkish Jackson Hole

Position set to benefit if Powell rules out dovish pivot

Shorts triple in a month even as market sees rate cuts in 2023

https://blinks.bloomberg.com/news/stories/RH1NIPT0AFB4

  • Chip Sales Set to Slow Further as Global Recession Fears Mount

World tracking body slashes forecasts for this year and next

Chip sales in Europe to grow at slowest pace in world in 2023

https://blinks.bloomberg.com/news/stories/RH1J4PT1UM0W

  • Inflation Is a Terrible Bet in the Case of Linkers Plunging 17%

Inflation-linked index falls most this year among benchmarks

Longer average maturities mean debt suffers from rate hikes

https://blinks.bloomberg.com/news/stories/RH0ZC0T1UM0W

  • Stocks Have Reason to Rally Out of Jackson Hole, Strategists Say

Relief rally awaits if Fed is only modestly hawkish: StanChart

JPMorgan says half of clients expect no change in Fed position

https://blinks.bloomberg.com/news/stories/RH1PFET1UM0W

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