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22.09.26 - 18:30
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Ed Dowd: The Fed Hiked Interest Rates Into A Supply Shock (ZeroHedge)
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Ed Dowd: The Fed Hiked Interest Rates Into A Supply Shock
Authored by Ed Dowd: Beyond the Narrative via Substack,
September FOMC Meeting: First Rate Hike Since July 2023
The FOMC did what the front end of the Treasury market (3-month T-bill) had been telegraphing for two weeks prior. On September 16 they voted unanimously to raise the fed funds rate 25 basis points to 3.75-4.00 percent. Kevin Warsh's press conference was short, blunt, and deliberately light on forward guidance. He said economic activity is expanding at a solid pace, job gains are keeping up with the workforce, unemployment is little changed around 4.1 percent, and inflation remains elevated. He argued the hike "will support a timelier return" to the 2 percent goal and "This Committee will deliver price stability." He did not submit his own dot. The rest of the Committee's median projection for fed funds now sits at 4.1 percent at year end and stays there through 2027. They mentioned inflation risks are to the upside and that...
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22.09.26 - 17:31
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Short-End Treasuries Become Popular Bet on Fed Inflation Win (Bloomberg)
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Investors in the US Treasury market are shifting their focus to owning shorter-dated government bonds, a bet that the Federal Reserve will eventually emerge victorious in its fight against inflation.
Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, discusses how the current rate hiking cycle might evolve and where the 10-year could finish the year. (Source: Bloomberg)...
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21.09.26 - 18:01
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Stocks, Bonds Climb as Oil Falls on US-Iran Hopes (Bloomberg)
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Stocks and bonds kicked off the week on a positive note as hopes for diplomatic efforts to end the war in Iran drove oil prices lower, easing inflation anxiety.
The advance in equities erased the S&P 500's decline for the month, with a renewed rally in chipmakers also buoying sentiment.
Omar Aguilar, CEO and CIO of Schwab Asset Management, joins for a broad look across asset classes for the rest of 2026. (Source: Bloomberg)...
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21.09.26 - 16:01
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US-Anleihen legen zu - Fallende Ölpreise geben Auftrieb (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen sind am Montag gefallen. Ein weiterer Rückgang der Ölpreise dämpfte Inflationssorgen, was die Nachfrage nach Staatspapieren verstärkte. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) ......
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21.09.26 - 14:42
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Treasury Secretary Bessent on Fed Chairman Warsh: We are sure he will do the right thing (CNBC)
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Treasury Secretary Scott Bessent joins 'Squawk Box' to discuss his meeting with Chinese Vice Premier He Lifeng, details of a 'U.S.-China AI Dialogue', calls for a slowdown in AI development, whether regulation is needed, Iran war latest, President Trump's decision to ban CNN, MS NOW and Politico from the White House, state of the economy, the Fed's inflation fight, and more....
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21.09.26 - 11:48
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Vanguard Sees ′Huge Rotation′ by US Investors Into Bonds (Bloomberg)
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Ursula Marchioni, Vanguard's Europe head of multi-asset and adviser solutions, discusses the bond market and how we are witnessing "redesign of fixed income benchmarks in portfolios." She also discusses the differences between US and European investors, saying that in the US there is "huge diversification and huge rotation" out of equities and into fixed income, but in Europe it is still an "untapped opportunity." Marchioni speaks on Bloomberg Television. (Source: Bloomberg)...
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