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The money and bond markets find themselves in an interesting spot on the calendar, nestled right between the May and June FOMC meetings. However, based upon recent price action and Fedspeak, Kevin Flanagan makes the argument that the markets find themselves in another far more important place: debating what comes next from Powell & Co.
In the aftermath of the recent banking turmoil, the U.S. Treasury (UST) market experienced some unusual trading activity. Against this backdrop, Kevin Flanagan provides some perspective on the 2-, 5- and 10-Year Treasury notes and what may lie ahead.
For the first six weeks of 2023, volatility in the money and bond markets took center stage, with a full year’s rally occurring in only about one month’s timeframe. However, over the past two weeks, UST yields have completely reversed course. Kevin Flanagan discusses the dramatic shift in the market’s narrative.
While the outcome of the December FOMC meeting did not offer any big surprises, the U.S. Treasury market’s response has left some feeling a little perplexed. Kevin Flanagan analyzes the market’s response and what it means as we head into the new year.
The Fed delivered another outsized rate hike at today’s FOMC meeting, but this time it was ‘only’ by 50 basis points. As a result, the Fed Funds trading range will end 2022 and begin the new year at 4.25%–4.50%. Kevin Flanagan outlines what this means for the markets and discusses what to expect from the Fed going into 2023.
As we are about to embark on a new calendar year, the fixed income landscape has changed dramatically. Kevin Flanagan discusses a silver lining that has emerged for the U.S. bond market and what investors may expect to see in 2023.