inflation

Newsfeed: Bonds are in the midst of their worst crash since 1949, and the fallout could unravel some of the market’s most crowded trades, Bank of America says

Newsfeed: Bonds are in the midst of their worst crash since 1949, and the fallout could unravel some of the market’s most crowded trades, Bank of America says

The unraveling of the bond market will continue to batter stocks over the coming months, according to a Friday note from Bank of America. Bonds are experiencing their worst decline since 1949 as interest rates soar amid a global central bank campaign to fight inflation. The US Aggregate Bond ETF is down 15% year-to-date, while global bonds are down even more.

Newsfeed: Here Are Some Things The Fed Will Break If It ‘Contains Inflation’

Newsfeed: Here Are Some Things The Fed Will Break If It ‘Contains Inflation’

Investors globally are wondering – after CPI sent the ‘peak inflation’ narrative to the bottom of the ocean and Powell’s Jackson Hole speech (and this FOMC statement and press conference) crushed the ‘Fed Pivot’ narrative – what other potential indicators/signals (aside from a multi-month slowdown in inflation of course) could prompt Powell and his pals to back off their uber-hawkishness?