The February US employment report released earlier today serves as a reminder of the current strength of the US economy and, in our view, keeps the Fed’s policy tightening plans on track. So, although concerns about the war in Ukraine could result in a continued “flight to the safety” in the near-term, we don’t think that a sustained rally in Treasuries is on the cards.
Drop-In (8 March, 10:00 EST/15:00 GMT): We’re discussing Russian energy imports and Europe’s energy needs in this special 20-minute briefing on one of the big sticking points in the western response to the war in Ukraine. Register here.
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