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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