24th January 2022

  • The Fed Might End Up Needing to Actually Sell Some of Its Bonds

QT this time is to keep ‘inflation and exuberance at bay’

Last time around, the Fed relied upon maturing securities

https://blinks.bloomberg.com/news/stories/R632OQT0AFB5

  • Overseas Treasury Buyers See Window for Best Yields Since 2016

After-hedging-cost yields jump to the highest in years

But chance may be brief, with Fed hikes set to roil calculus

https://blinks.bloomberg.com/news/stories/R60Z5PDWRGG5

  • Goldman Sees Risk Fed Will Tighten More Than Forecast

Economists’ current baseline is four 2022 interest-rate hikes

Goldman Sachs says ‘risks are somewhat tilted to the upside’

https://blinks.bloomberg.com/news/stories/R66LLDT0G1L3

  • U.S. Orders Families of Diplomats Out of Ukraine Citing War Risk

Biden weighs sending troops to eastern Europe, NYT reports

Security can deteriorate on short notice: State Department

https://blinks.bloomberg.com/news/stories/R66TXST0AFB4

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