31st January 2022

  • Hedge Funds’ Wrong-Way Bets on Yield Curve Fueled Flattening

Fast-money accounts stopped out steepeners after Fed meeting

Futures positioning showed extended net short in Ultra Bonds

https://blinks.bloomberg.com/news/stories/R6F8U2T0G1L0

  • Fed Watchers Increase Calls for 2022 Hikes, BoA Sees Seven Moves

Shifts follow Powell signaling March liftoff amid hawkish tone

Inflation is at 40-year high, employment costs advance

https://blinks.bloomberg.com/news/stories/R6FM5UT0AFB5

  • Bostic Says Fed Could Do Half-Point March Hike If Needed

Atlanta Fed president tells FT all options on table if needed

Chairman Jerome Powell has left door open to tame inflation

https://blinks.bloomberg.com/news/stories/R6IS61T0AFB4

  • Bond Market Girds for Bumpy Road as Powell Shreds Fed Playbook

‘Nimble’ approach casts uncertainty on speed, scale of hikes

Sticky inflation challenges market view of short Fed cycle

https://blinks.bloomberg.com/news/stories/R6FG3YT0G1KW

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