23rd October 2023

  • Traders Scrap Bets on November Fed Move as Historic Short Cracks

Open interest in futures contract slumps from record level

Barclays, Bank of America shift Fed hike calls out to December

https://blinks.bloomberg.com/news/stories/S2TY2WT0G1KW

  • Record Treasury Bets Build as Traders Split on Fed Rate Outlook

Funds boost both short and long positions in 2-year Treasuries

Long and shorts positions are the most on record: CFTC data

https://blinks.bloomberg.com/news/stories/S2YPG8DWRGG0

  • Wild Treasuries Swings Just Starting as Bond Traders ‘Buckle Up’

Mixed signals from Fed, geopolitical angst fuel bond tumult

Volatility in Treasuries only seen increasing in coming months

https://blinks.bloomberg.com/news/stories/S2RYN9T0AFB4

  • Fed’s Mester Says Rates Are at or Near the ‘Holding Point’

Official reiterates sustained high yields could affect policy

Mester anticipates keeping rates at peak for some time

https://blinks.bloomberg.com/news/stories/S2U8IVT1UM0W

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