23rd October 2024

  • Treasuries Plunge Like It’s 1995 as Traders See Soft Landing (2)

Two-year yields have jumped 34 basis points since Fed meeting

Resilient economy limits room for rate cuts as election looms

https://blinks.bloomberg.com/news/stories/SLS0AFT1UM0W

  • IMF Lowers Global Growth Forecast, Warns of Increasing Risks (1)

Fund sees wars, protectionism posing threats to expansion

Euro-area outlook reduced on manufacturing in Germany, Italy

https://blinks.bloomberg.com/news/stories/SLRHLPDWX2PS

  • Cost to Hedge Against Treasuries Losses Soars to Highest of 2024

Options premium on US 10-year heavily skews to bearish hedges

Position seen that targets 10-year at about 4.75% in a month

https://blinks.bloomberg.com/news/stories/SLRC7MT0G1KW

  • Bank of Canada in Position to Speed Up Rate Cuts: Decision Guide

Inflation lower than 2% target, growth well below estimates

Bank is arguably ‘well behind the curve,’ says RBC’s Daw

https://blinks.bloomberg.com/news/stories/SLF0MHDWLU69

CLICK HERE TO READ THE FULL ARTICLE

For more information please contact Rubrics Asset Management. info@rubricsam.com.