31st January 2023

  • Top-Performing Bond Fund Bets Markets Are Wrong on Rates, Again

BlueBay is short US, Japanese and Italian rates: Dowding

Contrarian wagers based on market too quick to price Fed cuts

https://blinks.bloomberg.com/news/stories/RP593BT0G1KW

  • Fed Funds Borrowing Leaps to New High as Banks Scramble for Cash

Trading volume in federal funds market rises to $120 billion

Jump suggests banks are in need of funding as deposits leave

https://blinks.bloomberg.com/news/stories/RPAYG2DWX2PX

  • IMF Raises World Economic Outlook for the First Time in a Year

Forecast boosted on resilient US demand, China reopening

High interest rates, inflation and other risks persist

https://blinks.bloomberg.com/news/stories/RP5VWIT0G1KW

  • Central Banks Told to Keep Rate Hiking Until Inflation All-Clear

It’s too early to let up on prices, IMF’s Adrian says

He says market optimism on inflation is somewhat worrying

https://blinks.bloomberg.com/news/stories/RP588LT0AFB4

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