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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