30th January 2023

  • The Bond-Market Comeback of 2023 Is Heading to First Big Test

Treasuries rallied in January on bets Fed hikes nearing an end

Fed meeting, key economic figures will show if wagers correct

https://blinks.bloomberg.com/news/stories/RP3NKWT1UM0Z

  • Powell’s Narrow Path Would Avoid Routes Taken by Burns, Volcker

The Fed chief is aiming to quash inflation without a recession

Inflation resurgence, soaring job losses could foil strategy

https://blinks.bloomberg.com/news/stories/RP5QTVT0AFB4

  • Pension Funds in Historic Surplus Eye $1 Trillion of Bond-Buying

Corporate plans ending years of shortfalls want to derisk

Funding ratio at biggest US pension plans surges to 110%

https://blinks.bloomberg.com/news/stories/ROXTOVDWX2PS

  • US PCE Inflation Cools Further, Paving Way for Smaller Fed Hike

Core, overall annual PCE prices climbed the slowest since 2021

Real spending declined 0.3% in December, mostly due to goods

https://blinks.bloomberg.com/news/stories/RP5FL6T0G1KX

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