Rubrics Morning Comment 30.03.22 – Rubrics – Asset Management

30th March 2022

Fed’s Harker Is ‘Open’ to Faster Rates With Half-Point on Table

Philadelphia Fed chief sees asset holdings being reduced soon

Says he’s worried inflation expectations could become unmoored

https://blinks.bloomberg.com/news/stories/R9ISEDDWX2PS

Traders Irked by Fed Rate-Hike Wagers Are Already Eyeing Cuts

Forward swaps show a quarter-point cut priced over two years

Positioning suggests market is wary of aggressive tightening

https://blinks.bloomberg.com/news/stories/R9HUX7T0AFB4

Fed Pivots Toward Jumbo Hikes After Being Slammed as Too Slow

Price relief looks more distant with war affecting food, fuel

Fed wants its policy shift part of conversation as prices soar

https://blinks.bloomberg.com/news/stories/R9GNNUDWX2PT

Pimco Says Curve Inversion May Be Unreliable Recession Signal

Yield curve isn’t as good an indicator as it once was: Browne

DoubleLine’s Gundlach said the signal shouldn’t be ignored

https://blinks.bloomberg.com/news/stories/R9J65YDWRGGO

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