Back to News
Market Impact: 0.25
CPI Can Give Fed ‘Easy Out' on a Rate Hike, BMO's Davis Says
Source: youtube.com
InflationInterest Rates & YieldsHousing & Real EstateDerivatives & VolatilityAnalyst Insights
BMO Global Asset Management fixed-income head Earl Davis is focused on Friday's US CPI release and potential mortgage-convexity selling in rates markets. The commentary highlights inflation data and mortgage-backed securities hedging flows as near-term drivers of Treasury-yield volatility.
AllMind Terminal
AI-powered research, real-time alerts, and portfolio analytics for institutional investors.
Request TrialMarket Sentiment
Overall Sentiment
neutral
Sentiment Score
-0.05
More News
- Next week brings major risks for the stock market, just as the AI trade keeps faltering
- Stocks Fall as Oil Rally Keeps a Lid on Treasuries
- Chipmakers Post Longest Weekly Drop Since November
- CrowdStrike CEO's alarming prediction — plus, the sell-off spreads beyond tech
- 10-year Treasury yield drops back to 5% this week as investors seek cover from AI worries
- SpaceX bear flips to big bull because of AI business. Analyst now sees 70% gain
From AllMind Research
- Anthropic IPO Preview: Valuation, Timing, and What to Watch
- Shein After the IPO: Venue, Valuation, and What Must Be Proved
- What AI Research Tools Should a Small Hedge Fund Buy First?
- AllMind's Data Standardization Methodology: Our Approach to Fundamentals
- What Makes Financial Data Ready for AI Research?