25th March 2022

  • Bets on Higher Treasury Yields Rippling Through Funding Market

Cost of financing two-year notes in repo has gone negative

Benchmark for financing rates fell for the third straight day

https://blinks.bloomberg.com/news/stories/R994PGT0G1L2

  • Goldman Boosts Treasury Yield Forecasts, Sees ‘Modest’ Inversion

Expects 10-year yield to end 2022 around 2.7%, 2-year at 2.9%

Expects increases in yields to be bigger at the shorter end

https://blinks.bloomberg.com/news/stories/R99FLUT0G1KW

  • Treasuries Risk Fresh Shock With Fed QT Timeline Likely Soon (1)

Market participants gaming out impact of bond-portfolio runoff

Sketch of Fed plan may come in weeks, with announcement in May

https://blinks.bloomberg.com/news/stories/R99C98T0AFB4

  • Oil Fluctuates as Traders Weigh Threats to Russian Energy Flows

WTI set for weekly gain as investors assess shifts in supplies

President Biden may announce increase in gas exports to Europe

https://blinks.bloomberg.com/news/stories/R9ADVZDWX2PT

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