Jan 16 2025 31 mins 91
Treasuries exploded on the release of the "inflation" figures for December. Those were rather unremarkable, taken in isolation wouldn't have been able to explain why such a heavy market reaction. There is much more to the CPI and what's going on in the bond market.
Eurodollar University's Money & Macro Analysis
Bloomberg Why Some Bond Traders Bet Relentless Selloff Will Soon Lose Steam
https://www.bloomberg.com/news/articles/2025-01-14/bond-traders-wager-slump-set-to-ease-with-key-cpi-data-ahead
Bloomberg Fed’s Barkin Says CPI Data Show Inflation Headed Toward 2% Goal
https://www.bloomberg.com/news/articles/2025-01-15/fed-s-barkin-says-cpi-data-show-inflation-headed-toward-2-goal
Bloomberg Fed Finds New Reason for Confidence in Obscure Inflation Gauge
https://www.bloomberg.com/news/articles/2025-01-09/fed-finds-new-reason-for-confidence-in-obscure-inflation-gauge
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