Treasury hunt: MGIM’s Owen on the storm brewing in bond markets
10 year treasury hit highest level since the GFC last week
US interest rates
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US inflation reaction: Hiking cycle could end despite 20bps increase in July
3.2% figure was lower than predicted
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US inflation eases further than expected to 3%
Industry commentators still expect a final 25 bps increase at the next FOMC meeting
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Case for Fed pause ‘strengthening’ as inflation slows to 5% in March
Though commentators warn its too early to declare victory with another 25bps rate rise likely
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Hard landing more likely after Fed opts to raise rates
Increase of 25bps reflects fine balance between tackling inflation and protecting banks
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European hawks firmly in flight as ECB hikes rates by 50bps
With a similar uplift on the cards for the next meeting in March
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BoE votes 7-2 to lift rates to 4% with further hikes likely
As the central bank acknowledges inflation has likely peaked
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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US inflation falls further than expected in October
With industry commentators split on what this means for future Fed hikes
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Investor attentions turn to 2023 with another 75bps US rate hike ‘baked in’
The upcoming FOMC meeting is widely expected to result in a 3.75%-4% rise in the Fed funds rate
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Hawkish Fed hikes rates 75bps at third meeting on the bounce
As the US central bank lays down a marker that more rises are yet to come in 2022
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Beyond Jackson Hole: What will the Fed do now?
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
