By Jamie McGeever ORLANDO, Florida (Reuters) – Even as traders bring forward the expected timing of the Federal Reserve’s first interest rate cut, the gap since the U.S. central bank’s …
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Column-High yield bond market may hold less junk than before: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – The U.S. high yield bond market is the dog that has rarely barked, never mind bitten, during the Federal Reserve’s most aggressive interest …
- Business News
Column-Funds ramp up long dollar, short Treasuries bets: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – Hedge funds have entered the final quarter of the year doubling down on two of their biggest macro conviction trades – short U.S. …
- Business News
Column-Bear steepening U.S. yield curve dashes ‘soft landing’ hopes: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – The surge in long-dated U.S. bond yields currently underway and driving the so-called ‘bear steepening’ of the yield curve will dramatically reduce the …
- Business News
Hawkish Fed unwittingly stokes Treasuries ‘basis trade’ risks: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) -The Federal Reserve’s hawkish stance on interest rates, and determination to reduce its balance sheet, may inadvertently be stoking financial stability risks by encouraging …
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By Jamie McGeever ORLANDO, Florida (Reuters) -With oil prices at their highest this year and eyeing $100 a barrel again, the last thing U.S. consumers, businesses and policymakers need is …
- Business News
Central banks still scooping up beaten-down Treasuries: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) -If you view global central banks’ and reserve managers’ appetite for U.S. Treasuries through a value-adjusted lens, official sector demand for U.S. government bonds …
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By Jamie McGeever ORLANDO, Florida (Reuters) -If you think this time is different, and the post-2008 world of low interest rates and bond yields is over, think again. Markets may …
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By Jamie McGeever ORLANDO, Florida (Reuters) – To buy back, or not to buy back. The highest U.S. interest rates in over 20 years coupled with Wall Street’s remarkable resilience …
- Business News
Column-China, Japan share of U.S. bond market shrinks to record low: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – What if Japan or China intervened in the foreign exchange market to sell dollars and support their currencies and liquidated U.S. Treasuries in …
- Business News
Column-Markets clamor for ‘R-star’ signal from Jackson Hole: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – Investors are hoping policymakers gathering at the Kansas City Fed’s annual Jackson Hole Symposium later this month will shed light on one of …
- Business News
Column-Investors favor Japan’s rising sun over China’s fading star: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – Long Japan, short China. If there is a general macro, relative value trade playing out right now, it might be that as the …
- Business News
Column-Funds take record short position across U.S. Treasuries curve: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – There’s a large swathe of the investment community convinced that 2023 will be a solid year for U.S. Treasuries as falling inflation and …
- Business News
Column-Quadruple whammy whips June Fed rate hike off the table: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – The Fed may well hike U.S. interest rates again on Wednesday but cracks appearing on multiple fronts – jobs, lending, the banking system …
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By Jamie McGeever ORLANDO, Florida (Reuters) – For all the hullabaloo about the world weaning itself off the U.S. dollar, hard numbers show that both central banks and private sector …
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By Jamie McGeever ORLANDO, Florida (Reuters) -If small businesses are the bedrock of the U.S. economy, last month’s banking shock has given us a pretty good idea of where the …
- Business News
Column-Funds suffer record reversal on record US rate bets: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Florida (Reuters) – First the record wager on higher U.S. interest rates, now the record wipe out. Commodity Futures Trading Commission (CFTC) data released on Tuesday …
- Business News
Hedge funds put record wager on higher 2-year U.S. bond yield: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Fla. (Reuters) -Hedge funds entered February holding their biggest ever short position in two-year U.S. Treasuries futures. That’s what the most up-to-date Commodity Futures Trading Commission …
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By Jamie McGeever ORLANDO, Fla. (Reuters) – To paraphrase John Maynard Keynes’s apocryphal quote, stock markets are staying over-valued longer than investors are staying rational, but the relentless rise in …
- Business News
Column-Wall St rip finds few fans at Miami hedge fund week: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Fla. (Reuters) – The mood at the annual ‘Miami hedge fund week’ gatherings this week was as bright as the winter sunshine, with one notable dark …
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By Jamie McGeever ORLANDO, Fla. (Reuters) -A key part of the U.S. yield curve is the most inverted in decades and for hedge funds, enough is enough. Commodity Futures Trading …
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By Jamie McGeever ORLANDO, Fla. (Reuters) – If the Federal Reserve is to ease U.S. monetary policy this year, it may be a backdoor loosening around its quantitative tightening channel …
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By Jamie McGeever ORLANDO, Fla. (Reuters) – If the Federal Reserve is to ease U.S. monetary policy this year, it may be a backdoor loosening around its quantitative tightening channel …
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By Jamie McGeever ORLANDO, Fla. (Reuters) – Japan risks pulling the rug from under the much-touted “year of the bond.” Further changes to the Bank of Japan’s yield curve control …
- Business News
Column-Funds start 2023 short dollars, eyeing U.S. rate peak: McGeever
by Reutersby ReutersBy Jamie McGeever ORLANDO, Fla. (Reuters) – Hedge funds have started 2023 betting that U.S. interest rates are close to peaking, that the Federal Reserve will keep them higher for …
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