Stephen Bartolini News Today

(Bloomberg) -- There’s one hope left for bond traders burned by this year’s selloff: a sign that the Federal Reserve is gaining the upper hand in its fight against inflation. Most Read from BloombergTrumpism Is Emptying ChurchesRBC Fires CFO Ahn After Probe Into Personal RelationshipThe Odds of $100 Oil Are Rising as Supply Shocks Convulse the MarketIsrael Backs Out of Khan Younis to Prepare ‘Future Operations’Saudis Scale Back Ambition for $1.5 Trillion Desert Projec...

Thursday’s Q4 GDP report could show whether the soft landing investors are looking for has already come.

Uncertainty over inflation, a recession, and the Fed could mean continued wide swings in the bond market.

(Bloomberg) -- Bond traders are growing more convinced that US yields are heading lower as they bet on a series of Federal Reserve interest-rate cuts, yet the path to cheaper borrowing costs is set to be extremely bumpy.Most Read from BloombergUS Economy Set for Another Cash Boost If Congress Backs Tax DealApple to Shutter 121-Person San Diego AI Team in ReorganizationBiden Says US Doesn’t Support Taiwan Independence After VoteNvidia’s Red-Hot 2024 Start a Bright Spot as S&P 5...

Some are betting that further gains may be harder to come by unless the economy severely weakens

A surge in U.S. government bonds has helped lift stocks and heightened investors’ appetite for risk. Now some are betting that further gains may be harder to come by unless the economy severely... -December 17, 2023 at 09:00 am EST - MarketScreener

By David Randall NEW YORK (Reuters) - A surge in U.S. government bonds has helped lift stocks and heightened investors' appetite for risk. Now some ar...

Some investors, however, believe much of the dovish shift from the Fed may already be reflected in Treasury prices. Deeper cuts, they say, would be more likely if a rapidly slowing economy forced the Fed to accelerate its easing - an outcome that would run counter to the "soft landing" outlook that has buoyed stocks in recent months.

A surge in U.S. government bonds has helped lift stocks and heightened investors’ appetite for risk. Now some are betting that further gains may be harder to come by unless the economy severely... -December 15, 2023 at 05:41 pm EST - MarketScreener

For all the pain in the bond market, the notes look a lot more attractive to long-term buyers once Treasury yields are running at 5%-or-higher.