Podcast: Clues In The News – Inflation, Interest Rates, Stocks, Bonds, and Layoffs
Record inflation, trouble on Wall Street, a hemorrhaging bond market … And a wave of corporate layoffs to start off 2023 …
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Newsfeed: The Treasury Market Is The Fed’s Next Crisis
The Fed’s next crisis is already brewing. Unlike 2008, where “subprime mortgages” froze counter-party trading in the credit markets as Lehman Brothers failed, in 2022, it might just be the $27 Trillion Treasury market.
Newsfeed: Bank of England intervenes in bond markets again, warns of ‘material risk’ to UK financial stability
The Bank of England on Tuesday announced an expansion of its emergency bond-buying operation as it looks to restore order to the country’s chaotic bond market. The central bank said it will widen its purchases of U.K. government bonds — known as gilts — to include index-linked gilts from Oct. 11 until Oct. 14. Index-linked gilts are bonds where payouts to bondholders are benchmarked in line with the U.K. retail price index.
Newsfeed: 10-year Treasury yield jumps to 3.51%, the highest level since 2011
Treasury yields climbed on Monday as traders anticipated the Federal Reserve’s next moves in the face of persistently high inflation.
Newsfeed: ‘Great News’ Jobs Reports Sparks Selloff In Bonds, Stocks, & Gold
The massive beat in the payrolls print has removed any hopes of a Fed Pivot and sent rate-hike expectations soaring…
Newsfeed: Bond Market Losses Just Beginning as Fed Sets Path to 4% Yields
It’s too soon to call an end to America’s worst bond-market collapse in at least half a century. Treasuries resumed losses on Thursday with 30-year yields climbing to the highest in nearly eight years, spurring steeper yield curves — a sign of investors bracing for further inflation flare-ups.
Newsfeed: Global Bonds Are on Cusp of Bear Market as Fed Faces Reckoning
Global bonds are on the cusp of entering a bear market after the fastest US inflation in four decades fueled bets the Federal Reserve will make its biggest interest-rate hike since 1994 this week.
Newsfeed: Dow Suffers Longest Losing Streak In 99 Years, Bonds & Bullion Bid
US Macro Surprise data slumped for the 5th straight week, back into negative territory at its weakest weekly close since Nov 2021…
Newsfeed: Stagflation Risks Are Again Clouding a Global Market Rebound
Fresh signs that major economies are slowing even as prices shoot higher cast a shadow over a nascent risk rally in global markets, just hours into the start of the new trading week.
Newsfeed: Bond Turmoil Threatens to Erupt Anew With Inflation Haunting Fed
Federal Reserve Chairman Jerome Powell beat back the market’s most aggressive predictions for the path of interest rates Wednesday, setting off a dovish surge in stocks and bonds.