25th October 2022
- Morgan Stanley Says Bonds ‘Finally’ Offer Value for Risk-Takers
Term premium for long-dated Treasuries ‘has never been higher’
Timing purchases is key amid lack of ‘transactional liquidity’
https://blinks.bloomberg.com/news/stories/RK9HJSDWRGG0
- Yellen Cites ‘Dangerous’ Global Backdrop, Eyes US Finance Risks
Treasury chief ‘closely monitoring’ financial sector for risks
Yellen flags need for ‘enhancing’ resilience of Treasuries
https://blinks.bloomberg.com/news/stories/RK9OUUDWX2PU
- HSBC’s Major Raises Prospect of Ultra-Low US Rates Returning
Hard-landing risk supports case for low rates: Steven Major
Likes long-dated TIPS, expects steeper Treasury curve in 2023
https://blinks.bloomberg.com/news/stories/RK46MJT1UM0W
- Fed Is Losing Billions, Wiping Out Profits That Funded Spending
Central banks around the world paying more in interest
Governments may need to make up holes at central banks
https://blinks.bloomberg.com/news/stories/RKA558T1UM0Y
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