Playing Chicken with the Fed, by John Kemp

This Reuters piece contains a lot of rather technical, but important information

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February 4th, 2009


Playing chicken with the Fed


By: John Kemp
Tags: General, bond rates, federal debt, federal open market committee, Federal Reserve, fomc, interest rate policy, John Kemp, stimulus package, u s treasury, yield curve, zero interest

John Kemp is a Reuters columnist. The opinions expressed are his own


Yields on long-term U.S. Treasury debt continued to surge higher yesterday as the market braced for a future upturn in inflation and a tidal wave of long-dated issues that will be needed to fund the bank rescues and the emerging stimulus package.

Yields on three-year notes are up by around 47 basis points from their mid-December low. But yields on ten-year paper have soared 82 points and rates on the 30-year long bond have surged 114 points. Long-bond rates have retraced more than half their decline since the autumn

Back-end yields would probably have risen even further were it not for persistent hints the Federal Reserve is thinking about buying longer-dated issues to cap them. But the market has started to call the Fed's bluff.

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