Rubrics Morning Comment 07.04.26
9th April 2026
• Fed Minutes Show Officials Saw Two-Sided Risks From Iran War • Bond Rally Fades as Iran Says Ceasefire Violated • German Industrial Production Disappointed Even Before Iran War • UK Homebuyer Demand Slumps as Borrowing Costs Spiral, RICS Says more
Rubrics Morning Comment 02.04.26
2nd April 2026
• Trump Stirs Market, Political Angst With Vague Timeline for Iran • US Manufacturing Expands Most Since 2022, Input Costs Jump • US Retail Sales Rise by More Than Forecast in Broad Advance • Euro Zone May Be in ECB’s Adverse Scenario, Dolenc Tells Reuters more
Rubrics Morning Comment 01.04.26
1st April 2026
· US Job Openings Fell in February, Hiring Slowed Notably · US Consumer Confidence Rises on Improved Views of Job Market · Euro-Zone Inflation Jumps Most Since 2022 as War Drives Energy · Canada Economy Grew Modestly Ahead of Iran War Energy Shock more
Rubrics Morning Comment 31.03.26
31st March 2026
• G-7 Says Ready to Take Measures For Energy Market Stability • Powell Says Longer-Term Inflation Expectations Remain in Check • German Inflation Surges to Highest in More Than Year on Iran War • RBA Says Not Possible to Predict Cash Rate Path With Confidence more
Rubrics Morning Comment 30.03.26
30th March 2026
• US Job Market Probably Thawed Out After February Chill: Eco Week • Government Bonds Rally Around the World on Slowdown Concerns • Economists See War Pushing US Inflation Above 3%, Hurting Growthg.com/news/stories/TCI8W6T9NJLY • Biggest Euro-Zone Price Jump Since 2022 Seen in First G-20 Data more
Rubrics Morning Comment 27.03.26
27th March 2026
• Trump Extends Energy-Attack Pause, Claims Iran Talks Ongoing • Fed Officials Voice Growing Concern Over Fallout from Iran War • Europe’s Economy Is Starting to Feel Pain From Trump’s Iran War • UK Retail Sales Post First Drop in Three Months, ONS Says more
Rubrics Morning Comment 26.03.26
26th March 2026
• US and Iran Wrangle Over Talks With No End to War Yet in Sight • US Import Prices Jumped by the Most Since 2022 Ahead of War • German Business Outlook Sinks as Iran War Puts Recovery ‘on Ice’ • UK Inflation Stayed at 3% in Weeks Leading Up to Iran War more
Rubrics Morning Comment 25.03.26
25th March 2026
• US Forms 15-Point Plan to End Iran War as Trump Pushes Talks • Iran Says Non-Hostile Ships Can Cross Hormuz on Its Terms • War Knocks Global Economy With Dual Shock to Growth and Prices • US Business Activity Growth Cools as Prices Rise on Iran War more
Rubrics Morning Comment 24.03.26
24th March 2026
• Trump Delays Energy Strikes, Sets Five Days for Iran Talks • Treasury Yields Fall From Highs as Trump Talk Spurs Slide in Oil • Europe, Australia Agree to Trade Deal to Boost Ties, Defy US • German Two-Year Bond Futures Trading Halted Amid Volatility more
Rubrics Morning Comment 23.03.26
23rd March 2026
• Bond Market’s Big 2026 Fed Bet Flipped on Its Head by Oil Surge • Global Bond Yields Climb as Iran War Upends Rate Expectations • BOE’s Messaging Is Under Fire as Hawkish Pivot Fuels Bond Rout • Canadian Consumer Spending Rose Ahead of Oil Price Shock more
