30th August 2022
- QT to Hit ‘Full Stride’ With Fed Shrinking $9 Trillion Portfolio
Unwind to increase this week to $95 billion per month
September, October will be largest declines for bill holdings
https://blinks.bloomberg.com/news/stories/RHDOPJDWX2PS
- Oil Holds Biggest Gain in Six Weeks With Supply Risks Ascendant
WTI trades near $97 a barrel after rallying by 4.2% on Monday
Investors track production in Libya following militia clashes
https://blinks.bloomberg.com/news/stories/RHEWL9T0AFB4
- Kashkari ‘Happy’ to See Market Rout in Wake of Jackson Hole
The Minneapolis Fed president sees the selloff as evidence that the market is taking the central bank’s inflation fight seriously.
https://blinks.bloomberg.com/news/stories/RHE419DWLU68
- JPMorgan’s Kelly Says Buy Value, Sell Crypto With Hawkish Fed
Investors should overweight value and relatively low PE stocks
‘Fed is overestimating the strength of the economy’: Kelly
https://blinks.bloomberg.com/news/stories/RHDS0EDWLU68
CLICK HERE TO READ THE FULL ARTICLE
For more information please contact Rubrics Asset Management. info@rubricsam.com.