Rubrics Morning Comment 30.07.21
30th July 2021
• Usage of Fed’s Reverse Repo Facility Is Second-Highest on Record; • Biden's Power Over Shots Hits a Wall in Fight to Curb Delta; • Crypto Surprise Rattles Industry in Rare Bipartisan Tax Plan; • Libor Transition Reaches Key U.S. Milestone With SOFR Term Rate more
Rubrics Morning Comment 29.07.21
29th July 2021
• Powell Sees Progress on Taper Conditions Though a Ways to Go; • Senators Reach Infrastructure Deal; Schumer Preps First Vote; • Senators Eye Cryptocurrency Taxes to Fund Infrastructure Plan; • Geithner Panel Warns of More Treasuries Meltdowns Without Reform more
Rubrics Morning Comment 28.07.21
28th July 2021
• Fed to Stress Patience as Virus Threat Lurks: Decision-Day Guide; • U.S. Lawmakers Narrow Infrastructure Gaps Without Reaching Deal; • Oil Resumes Gains as Report Points to Shrinking U.S. Stockpiles; • ‘Fed Put’ Unlikely as U.S. Stocks Still High: Mizuho Securities more
Rubrics Morning Comment 27.07.21
27th July 2021
• Real Yields Drop to Record Low, Investors Lap Up Inflation Debt; • BlackRock Move Sends Record $1.4 Billion to Inflation-Hedged ETF; • Fed Chief Powell Has Won Fans Among Senior Senate Democrats; • U.S., China Leave Room to Talk After Contentious Meetings more
Rubrics Morning Comment 26.07.21
26th July 2021
• Fed's MBS Buying High on Agenda as Officials Begin Taper Talk; • Growth Softens at U.S. Service Firms on Capacity Constraints; • Yellen Warns of Default Risk by October Without Debt-Limit Hike; • World's Food Supplies Get Slammed by Drought, Floods and Frost more
Rubrics Morning Comment 23.07.21
23rd July 2021
• Warren, Brown Criticize Powell's Approach on Bank Regulation; • Oil Closes Out Wild Week With Rally Intact as Bulls Fight Back; • U.S.-China Talks Point to Effort to Manage Rising Tension; • Pressures Continue to Push Money-Market Rates Below Fed’s Floor more
Rubrics Morning Comment 22.07.21
22nd July 2021
• Biden Dismisses Inflation Worries, Warns on Hiring Difficulties; • Powell Has Broad Support Among Top Biden Aides for New Fed Term; • Debt-Limit Steps May Run Out in October, Budget Office Says; • Democrats Reject GOP Call for Conditions on Debt-Limit Hike more
Rubrics Morning Comment 21.07.21
21st July 2021
• Hawkish Fed Bets Axed as Traders Confront Tumbling Bond Yields; • Schumer Heads for Infrastructure Vote Defeat as Talks Drag; • J&J Shot Raises Fewer Antibodies Against Delta Variant in Study; • Filling $15 Trillion GDP Hole Needs Reforms, IMF Says more
Rubrics Morning Comment 20.07.21
20th July 2021
• Yield Plunge Stirs Thoughts of 1% Treasuries on Delta Variant; • Wall Street's New Concern Is That Economic Growth Has Peaked; • Hawkish Fed Bets Axed Again as Four Hikes Priced Out Since April; • Biden Says Inflation 'Temporary,' Affirms Fed Independence more
Rubrics Morning Comment 19.07.21
19th July 2021
• Fed Has a Sunny View of Inflation While Companies See the Clouds; • Yellen Expresses Doubts on Results of Trump's China Trade Deal; • Global Growth Boom May Disappoint, Morgan Stanley's Sharma Warns; • Oil Retreats on OPEC+ Deal to Ramp Up Output, Threat From Delta more
