28th December 2023

  • Global Bond ‘Carnival’ Sets Stage for Best Two Months on Record

Bonds rise by a total of nearly 10% over November and December

Traders are front-loading bets of policy easing, Mizuho says

https://blinks.bloomberg.com/news/stories/S6CW5NT0G1KW

  • US Treasuries Jump as Another Smooth Auction Boosts Confidence

Both of this week’s note sales have drawn strong buyer demand

Year-end factors such as a dearth of other supply also at play

https://blinks.bloomberg.com/news/stories/S6C93KDWRGG0

  • Fed Surveys Across America Show Labor Market Cooldown in 2024

Regional Fed reports show less hiring demand, no major cuts

Surveys come ahead of the US monthly jobs report next Friday

https://blinks.bloomberg.com/news/stories/S6BWF4T0G1KW

  • Year-End Angst in Money Markets Echoes 2018 Crunch as Fed Exits

Volatility in repo market rising for first time in five years

Usage of the reverse repo facility jumped to $819 billion

https://blinks.bloomberg.com/news/stories/S6CDKNT0AFB4

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