Morning Star
With central bankers uncertain about the economic outlook, "a frozen, uncertain Fed risks higher inflation and higher market rates as a result," according...
With central bankers uncertain about the economic outlook, "a frozen, uncertain Fed risks higher inflation and higher market rates as a result," according...
Increased Treasury supply, the acknowledgement that the Fed will keep rates higher for longer and the fact the stock market is performing well are pushing...
"The CPI (consumer price index) report put another hike this cycle on the table. That contributed to the movement on the short end of the curve," said...
"From the Fed's perspective, cooler goods prices are a necessary, but not sufficient, condition in restoring price stability right now," said Will Compernolle,...
"The surge in teachers hired in September cannot belie the strength in payrolls now stretching back to July thanks to the biggest upward revisions to payrolls...
Still, it remains below the general levels which prevailed from 2009-2014, suggesting that the term premium has room to run higher and that getting the...
This month's bearish momentum in government debt "has been relentless, with an especially significant selloff the past week" following the Federal Reserve's...
"In the last week yields are adjusting to and buying what the Fed is saying about the idea of rates being higher for longer, rate cuts not happening soon,...
"While inflation and downward revisions to July data give a reality check to the report, strength everywhere else in the economy suggests third-quarter...