DTUS News and Press, Barclays Bank PLC ZC SP REDEEM 13/08/2020 USD 50 - Ser A 06740L519 From 06/07/19

If you wanted to, you could point to news that the US will delay the imposition of higher tariff rates on some Chinese products to June 15 as a catalyst for the Friday morning surge in equities ( SPY ), but it's probably safe to assume that rate cut bets are again playing a big role in propell...

Following this morning's soft jobs print , traders in short-term interest rates have sharply upped bets on rate cuts - with a move by the Fed in July now seen as a near-certainty. More news on: iShares 1-3 Year Treasury Bond ETF, SPDR Bloomberg Barclays 1-3 Month T-Bill ETF, Vanguard Sh...

Editor's note: This article was originally published on June 5 by Menzie Chinn here . Spreads relative to 3 months continue to decline. Source: BondSuperMart.com . On the run yields. In other words, despite interruptions, key term spreads are declining even as economic policy uncerta...

By OpenMarkets A correction has started to reverse the trend of the inverted yield curve . That's putting recessionary fears on the back burner. News that the Fed may cut rates at its meeting this month has changed the outlook of the market, according to Fed Funds futures. Jack Bouro...

Elga discusses the reasons the Fed is conducting a major monetary policy review. This is the second post in a series of blogs on the Fed and inflation expectations. An in-depth policy review at the Federal Reserve is in full swing, and the central bank could announce significant changes to...

I am currently at a Fed conference called "FedListens," which is evaluating options for improving monetary policy. One focus of the conference is the question of how best to address the zero bound problem. Here I'll present a few initial impressions, based on the first paper (by Janice Eberly,...

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...

Here’s a key quote from yesterday's complimentary edition of The Macro Show with Hedgeye CEO Keith McCullough: “The problem remains that you can't eliminate the economic cycle. While it's nice to imagine PE Powell and the Vice Chair of the Fed coming out every single day, r...

Yesterday, as stocks celebrated odds of US Fed rate cuts in 2019, a World Bank report reduced its semi-annual forecast for global growth to 2.6% - from 2.9% at the start of the year - and slashed its forecast for growth in trade to 2.6% from 3.6%. This downgrade did not include further weaknes...

By Kevin Flanagan, Head of Fixed Income Strategy A funny thing happened one day last week when I walked into the office. No, this is not the setup for some joke; rather, I'm referring to what I heard regarding movement in the stock and bond markets. Specifically, the narrative was that the...