This is the biggest move higher in long-end yields after the first Fed cut ever, according to Goldman Sachs. ⚠️ The bond market is telling us that the Fed it made a policy mistake. Don't be too surprised if we see hikes later this year. https://t.co/2EBKTdYVQj
This is the biggest move higher in yields after the first Fed cut ever, according to Goldman Sachs. The bond market is telling us that the Fed it made a policy mistake. Don't be too surprised if we see hikes later this year. https://t.co/uC3qiOVdZt
BREAKING: Money market funds posted $143 billion in inflows last week, the biggest weekly inflow since April 2020. This is DOUBLE the average seen over the last few months. This comes as Fed rate cut expectations significantly declined due to resurging inflation. The market is… https://t.co/NBSaggHNTQ





Recent developments in the financial markets indicate a surge in inflation expectations following the Federal Reserve's rate cuts. Notably, money market funds experienced inflows of $143 billion last week, marking the largest weekly inflow since April 2020, and double the average seen in recent months. This influx coincides with a decline in expectations for further Fed rate cuts due to rising inflation concerns. Additionally, Goldman Sachs has reported that the bond market is reflecting a significant increase in long-end yields, suggesting that the Fed may have made a policy error. Analysts anticipate that this could lead to potential hikes later in the year.