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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