This research paper from Kansas City Fed is causing the huge sell-off in Treasury bonds.

by DesmondMilesDant Caption: Fed paper https://www.kansascityfed.org/researc… – Caption: Link to article : http://archive.today/HRKGd   The Fed’s decision to keep rates low for longer than markets are currently pricing in could have major implications for stocks. If inflation does not begin to pick up until 2026, as the new paper suggests, it could mean that the …

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Rebound in Rates Puts Pressure on Banks, Holdings of bonds and loans likely fell in value for most lenders in the second quarter

From the WSJ: Unrealized losses on bonds and loans held by U.S. banks are expected to have grown in the second quarter, potentially reanimating an issue that made investors nervous earlier this year. Meanwhile, pressure on profits is rising. A resilient economy and a steadier banking system caused market values for debt to generally fall …

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Delinquencies spiked in May on mortgage bonds tied to offices

Delinquencies spiked in May on mortgage bonds tied to officeshttps://t.co/L0fv4QmRJR Distress in Office Market Spreads…https://t.co/8VuV67lbFR #news #commercialrealestate #CBRE #CRE #cmbs #wfh #realestate #economy #Medical #Healthcare #Hospital #Philadelphia #Philly #phl… https://t.co/dFrTGh2GxT pic.twitter.com/7AabHcSPRp — Mo Hossain (@MoHossain) June 19, 2023 Meanwhile… Rents pic.twitter.com/3pCkDgvtC3 — Win Smart, CFA (@WinfieldSmart) June 14, 2023

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