28th September 2023

  • Bank of America Says 5% Yield Requires Sentiment Boost

Bond market needs conviction on economy to push yields higher

Higher Fed neutral rate and term premium key to reaching 5%

https://blinks.bloomberg.com/news/stories/S1O3R6DWRGG0

  • Prolonged US Shutdown to Bring Dollar Peak Closer, SocGen Says

Scenario may weaken greenback 3% by year-end: SocGen’s Juckes

Dollar support from risk aversion would be brief, Juckes says

https://blinks.bloomberg.com/news/stories/S1M1OPDWLU68

  • US Yield Surge Helps Fed on Inflation, at Risk of Harder Landing

Yield jump adds to risks including federal government shutdown

Higher rates could help Fed policymakers tamp down inflation

https://blinks.bloomberg.com/news/stories/S1N7V9DWRGG0

  • Fed May Do Less If Risks Like Shutdown Hit, Kashkari Says

Kashkari says Fed will raise rates if economy doesn’t slow

Fed official says he sees one more hike before holding in 2024

https://blinks.bloomberg.com/news/stories/S1NLF2DWLU68

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