Rubrics Morning Comment 15.01.21
15th January 2021
• Biden Seeks $1.9 Trillion for Relief in First Economic Plan; • Powell Bats Down Bond-Taper Talk, Warning Against an Early Exit; • Cool Market Response to Biden Stimulus Points to Senate Test; • Goldman Sachs Raises End-2021 U.S. 10-Year Yield Call to 1.5% more
Rubrics Morning Comment 14.01.21
14th January 2021
• Biden aides told congressional allies to expect Covid relief package with roughly $2 trillion price tag; • Treasuries Slide on Report of Biden’s $2 Trillion Aid Proposal; • Fed Talk of Taper Rekindles Specter of Wrenching 2013 Tantrum; • Trigger Point Looms for Rising Yields to Upset Risk Asset Run more
Rubrics Morning Comment 13.01.21
13th January 2021
• Two Fed Officials Push Back on Talking Bond Taper Any Time Soon; • Biden Aims for Deal With Republicans on Covid Relief Package; • Liz Cheney, No. 3 GOP Leader, Will Vote to Impeach Trump; • Fed Talk of Taper Rekindles Specter of Wrenching 2013 Tantrum more
Rubrics Morning Comment 12.01.21
12th January 2021
• Morgan Stanley Drops Weak Dollar Call on Regime Shift in Rates; • Fed Officials See Strong U.S. Rebound, Fanning Talk of Taper; • Trump and Pence Signal President Won't Resign or Be Removed; • Democrats to Open Trump Impeachment Wednesday Unless Pence Acts more
Rubrics Morning Comment 11.01.21
11th January 2021
• Biden Demands Trillions in New Aid, Renews $2,000-Checks Goal; • U.S. Jobs Recovery Falters as Virus Surge Snaps Hiring Streak; • Pelosi Says House Will Vote to Impeach Trump Unless Pence Acts; • Clarida Doesn't See the Fed Paring Asset Purchases in 2021 more
Rubrics Morning Comment 08.01.21
8th January 2021
• Sharp U.S. Hiring Downshift Projected With More Risks On Horizon; • Harker Says Fed May Begin Paring Bond Purchases in Late 2021 ; • Fed's Kaplan Says Expect Rising Bond Yields as Economy ; • Quants Ditch Treasuries Amid Battle Over How High Yields Can Go more
Rubrics Morning Comment 16.12.20
16th December 2020
• Fed Mulls Shift in Bond Buying Program: FOMC Decision-Day Guide; • U.S. PREVIEW: Fed on Standby as Incomplete Rebound Stalls; • GOP Leaders Cite Progress in Talks With Pelosi: Congress Update; • More Dovish Fed to Support Emerging Markets, TD Securities Says more
Rubrics Morning Comment 14.12.20
14th December 2020
• Pound Jumps After U.K.-EU Agree to Go Extra Mile in Brexit Talks; • Lawmakers to Unveil $908 Billion Pandemic Relief Plan Monday; • CDC Advisers Vote to Recommend Pfizer's Covid-19 Vaccine; • Trump, Top Officials To Be Offered Covid Vaccine Within Days more
Rubrics Morning Comment 11.12.20
11th December 2020
• U.S. Jobless Claims Jump to Three-Month High Amid New Shutdowns; • Republicans Signal Bipartisan Relief Plan Won't Get Support; • Barclays Short U.S. 10-Year Rates Via Options Given Georgia Risk; • Oil Steadies But Still Set for Weekly Gain on Vaccine Optimism more
Rubrics Morning Comment 10.12.20
10th December 2020
• U.S. Relief Negotiations Drag Even as Mnuchin, Pelosi Hopeful; • HSBC Sees 10-Year Treasury Yields Under 1% the Next Two Years; • Fed Could Shift Purchases Next Week as Conditions Deteriorate; • Short-Term Rate Markets Continue Pricing No 2021 Fed Tightening more
