Rubrics Morning Comment 27.02.23 – Rubrics – Asset Management

27th February 2023

Bets on the Year of the Bond Are Still on Even as Losses Return

Inflation, strong growth cause bond-market reset in February

While year’s gains erased, longer-term outlook seen supportive

https://blinks.bloomberg.com/news/stories/RQJIQNT0G1KY

IMF Urges Central Banks to ‘Stay the Course’ Till Prices Tamed

China reopening at pace that’s exceeded expectations, IMF says

Russia’s war still casts long shadow on global economy: IMF MD

https://blinks.bloomberg.com/news/stories/RQMEWLT0AFB4

US PCE Inflation Accelerates, Adding Pressure for More Fed Hikes

Fed’s preferred price index rose 5.4% in January, core up 4.7%

Inflation-adjusted consumer spending increased most since 2021

https://blinks.bloomberg.com/news/stories/RQL841T0G1KW

Fed’s Jefferson, Mester Say Inflation May Persist, Ease Slowly

Governor Jefferson says price growth is from complex factors

Cleveland’s Mester says she sees inflation risks titled higher

https://blinks.bloomberg.com/news/stories/RQK0T0T0AFB4

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