29th November 2023

  • Fed’s Waller Signals Support for Keeping Interest Rates Steady

Waller says can’t say for sure policymakers have done enough

Fed’s Bowman says continues to expect rates will move higher

https://blinks.bloomberg.com/news/stories/S4UCF2T0AFB4

  • Treasury Yields Slide After Fed’s Waller Sounds Dovish Notes

Traders anticipate 2024 rate cuts totaling 100 basis points

Broad market index set for best monthly gain since August 2019

https://blinks.bloomberg.com/news/stories/S4UO0QT0G1KW

  • Global Bonds Surge Toward Best Month Since 2008 Financial Crisis

Looks like Fed is all but done in hiking cycle: Jamieson Coote

Dovish shift in Fed expectations has boosted corporate bonds

https://blinks.bloomberg.com/news/stories/S4V2I3T1UM0W

  • Everywhere You Look, Rates Traders Are Piling Into Rate-Cut Bets

Option structures for an economic hard landing are in demand

JPMorgan Treasury client group has record net-long position

https://blinks.bloomberg.com/news/stories/S4UCN2T0AFB4

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