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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