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Higher rates AND growth, for longer
Short positions in 2-year Treasury futures reached record highs in August
And the Treasury basis trade scare story
There are three supportive arguments for the battered US Treasury market
Investment chiefs point to cooling labour market and favour Treasuries
Unease is rising — as are the extreme positions taken by hedge funds
Since the inversion of the Treasury yield curve, investors have faced a dilemma
Employment numbers came in just right last week, so what are we worried about?
Drumroll
On “shadow dealers” and the basis trade
In fact the latest data screams ‘more fixed income!’
Well, kinda
We look at new papers published at the central bankers’ summit in Jackson Hole
A look at the Jackson Hole paper dump
US investment boutique hopes first application for mutual fund share classes of ETFs will gain approval
It’s the economy, stupid
Prospect of inflation staying higher for longer and poor summer liquidity drives surge in bond yields
And the case for a growth rebound at Amazon
Rates make sector less attractive and weigh on indebted companies
Kingdom’s position in US government bonds falls by $3.2bn in June to $108bn
Plus, Treasuries as the unsafe asset
Central bank will continue shedding Treasuries at a time of significant US government borrowing
Bonds Are Really Back And Really Elegant, Lavish, Likeable Assets
Reiding the market tea leaves
High inflation and interest rates remain a threat
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