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RIP bond kings
Chief investment officer of Europe’s largest fund manager warns on the dangers of ballooning US budget deficits
US regulator passes rule that will force some high-speed traders and hedge funds to register as dealers
US central bank chair sees three reductions in 2024 while markets price in five
Stop fighting over who gets to perform the arb, start asking why the arb exists
Five-year $70bn auction in April to be biggest sale
Them’s the breaks
Are summer Hamptons trips reflected in overnight repo rates?
Everyone at Davos thinks so — they are half right
Luckily they’re pricing a couple of other possibilities too
The US economist on how boosting supply is a better way out of the inflation trap than crimping demand
Officials raise end of balance sheet wind-down at December meeting
The JPMorgan bond veteran on the Fed, credit risk and what he got wrong about the regional bank crisis
The Pimco chief executive on the post-pivot world
Major banks’ forecasts for next year already hit, as market moves after Fed’s dovish comments take analysts by surprise
Sofr’s brief divergence from Fed’s repo rate has rattled investors
European central bankers warn it is too soon to declare victory over inflation
A sharp drop in market interest rates makes such shares much more attractive
Especially short-dated notes
Plans cover fewer trades than initially proposed in concession to hedge funds
Everyone loves duration again
It’s fine to ignore the US bond market, right?
There little room for complacency as the Treasury is likely to need to issue $20tn of debt in the coming decade
The market consensus has flipped once again, now to a widespread expectation that rates are easing
International Edition