What Strategists See for Markets as Treasury Yields Spike
Treasury yields are quickly moving higher as investor expectations grow that the Federal Reserve will raise interest rates in March.
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Traders Weigh Bigger Fed Rate Hike in March as U.S. Yields Soar
Focus is sharpening on the Fed’s March meeting, with markets starting to consider pricing more than a 25-basis-point increase.
Fed Needs Half-Point Rate Hike to Regain Credibility: Ackman
Ackman says Federal Reserve is losing its battle against inflation and should raise its key interest rate by a bigger-than-expected 50 basis points.
Chinese State Media Tout Ray Dalio’s Claim that ‘U.S. Could Benefit from’ Beijing’s ‘Common Prosperity’ Program
“Common prosperity is a good thing,” Dalio said at UBS Group AG’s Greater China Conference. “It’s another way of saying prosperity for most people."
Morgan Stanley’s Sheets Says Get Ready for Higher Real Yields
Brace for fresh waves of stock volatility as the world’s biggest bond market adjusts to a post-pandemic era.
Jeffrey Gundlach Sees ‘Recessionary Pressure’ Building With Inflation
Gundlach said he was right to predict high inflation, it might have topped 7% in 2021 and that it could “peak out” in the first half of this year.
Paul Tudor Jones Says Powell Has a Lot of Catching Up to Do
The inflation trades and those that have performed best since March 2020 will be challenged and will probably do the worst on a relative basis.
