Wednesday’s links 1-Nov-2023

  1. The economic consequences of the Israel-Hamas war – FT Opinion
  2. Treasury details plans to step up size of bond sales to manage growing debt – CNBC
  3. Treasury Refunding Announcement Shows Reduced 10-Year Issuance – Barron’s
  4. PBOC Drains Liquidity in Signal It Sees Rate Surge as Temporary – Bloomberg
  5. World’s Safest Market Becomes a Magnet for Big Investors – Bloomberg BusinessWeek
  6. Fed’s ‘Hawkish Pause’ to Keep Option to Hike – Bloomberg
  7. The Treasury Had Good News for Yields. But Don’t Relax Just Yet – Barron’s