The world’s financial markets are encountering a force they didn’t bet on for 2024: A strong dollar is back and looks set to stay bloomberg.com/news/articles/… via Bloomberg Markets

#TreasuriesToday : Yields higher by as much as 3bp-4bp with curve steeper, though only 2Y exceeded last week's high, topping 5% again. Ahead this week: last auctions of Feb-April quarter: $69b 2Y Tues, $70b 5Y Weds (both record sizes) & $44b 7Y Thurs. May-July sizes TBA May 1.

We agree on the permanence of Against the Gods. Soon, Mohamed A. El-Erian & Javier Blas, together. ft.com/content/7f5538…

Back on the road…

EXCLUSIVE:

The UK government is close to naming a successor to Robert Stheeman as the head of the Debt Management Office...

Possible candidates named here...

bloomberg.com/news/articles/… via Bloomberg Markets Greg Ritchie Anchalee Worrachate Ellen Milligan helene durand

There’s one hope left for bond traders burned by this year’s selloff: a sign that the Federal Reserve is gaining the upper hand in its fight against inflation bloomberg.com/news/articles/… via Bloomberg Markets

The magic of Trent Bridge and Vitality County Championship #Cricket Nottinghamshire CCC v Essex Cricket Still love it to bits!

👏 Congratulations to the three business journalists selected as Sho Fellows for #SABEW24 :

Noor
Tiffany Curtis
Victoria Zhuang

🔗 buff.ly/3VIo9ys

Bond traders are reloading wagers that burned them weeks ago as the Fed and other key central banks appear set to begin reducing rates as soon as June bloomberg.com/news/articles/… via Bloomberg Markets

Don't you have someplace to be?

(Fine, it's a different guy, but a news editor can dream)

The IMF is lending near a record amount to almost 100 countries, evidence of its growing role as a backstop against the financial and political dangers of the post-pandemic world.

A new Bloomberg Bloomberg Economics dive into data from the lender of last resort.

bloomberg.com/news/articles/…

My view on the world each day is informed by my Bloomberg terminal dashboard which helps me put forward a view on economics, financial markets, policy & politics. I have a custom built dashboard that I utilize during times of banking & financial stress that I built in the run up

Female journalists and journalists of color have until 5pm ET on Monday to apply for a Sho Fellowship, a program set up in honor of Bloomberg Economics reporter and #SABEW board member Shobhana Chandra who passed away in February 2019. Details: sabew.org/2024/02/xana-a…

🎲Come play the Bloomberg Budget game 🎲
An election is looming and the prime minister wants you to deliver tax cuts to win over voters. But can you avoid crashing the markets? Free to play, no paywall 1/
bloomberg.com/features/2024-…

SCOOP: The US and China are discussing new measures to prevent a wave of emerging market sovereign defaults, one of their most significant attempts in years at economic cooperation, sources tell Shawn Donnan and me.

Focus is on reprofiling, NOT write-downs

bloomberg.com/news/articles/…

Welcome to the Errors Tour: The many ways that forecasters, traders and executives missed the mark in a time of rising rates bloomberg.com/news/features/… via Bloomberg Markets

Welcome!

Massive congrats to Hyun Song Shin, who's been chosen to succeed Claudio Borio as head of the Monetary and Economic Department at the BIS.

bis.org/press/p240112.…

Massive thanks to Stephanie Flanders Flavia Krause-Jackson Simon Kennedy Rosalind Mathieson for trusting me to lead Bloomberg economic & political coverage in the region for the past five years. Working with such fine group of reporters and editors was the biggest privilege

New year, new job: excited to report that I am starting as Latin America columnist for Bloomberg Opinion, giving the local view about our fascinating region to global readers

You can subscribe to receive my columns here:
bloomberg.com/authors/AGHXJw…