Rubrics Morning Comment 27.07.26
27th July 2026
• US Business Activity Picks Up on World Cup, July 4 Spending • Fed Faces Growing Pressure to Hike Rates as Price Risks Rebound • Euro-Zone Business Activity Unexpectedly Jumps to 5-Month-High • UK Economy Boosted by World Cup and Sunshine, PMI Shows more
Rubrics Morning Comment 24.07.26
24th July 2026
• Trump Rebuilds Tariffs With New Levies on 60 Economies • Global Bonds Are Reeling as Oil Surge Renews Inflation Threat • US Initial Jobless Claims Fall to Lowest Level Since 1969 • ECB Keeps Rate Steady to Gauge Iran War Impact on Inflation more
Rubrics Morning Comment 23.07.26
23rd July 2026
• Warsh Confuses Traders, Makes Them Guess Next Week’s Rate Move • US 30-Year Yield Raises Alarm in Longest Run Above 5% Since 2007 • ECB Is Set to Pause Rate Hikes to Gauge War Risk: Decision Guide • Yen Rebound Ebbs After Brief Rally on Outlook for BOJ Rate Hikes more
Rubrics Morning Comment 22.07.26
22nd July 2026
• US Set to Impose New Duties by Friday With Stopgap to Expire • Germany’s Investor Outlook Reaches Five-Month High After Reforms • UK Inflation Fell More Than Forecast in June on Cheaper Petrol • Katayama Warns of Bold Action as Yen Slides Past 163 Per Dollar more
Rubrics Morning Comment 21.07.26
21st July 2026
• US Vows Fresh 50% Tariff on Canada as New Trade War Looms • Burnham Promises ‘New Economic Model’ to Bring Stability to UK • Burnham’s UK Chancellor Pick Signals Higher Defense Spending • UK Borrowing Overshoots in Warning to New Burnham Government more
Rubrics Morning Comment 20.07.26
20th July 2026
• US Consumer Sentiment Climbs on Cheaper Gas, Tops Forecasts • US Manufacturing Output Stalls, Held Back by Durable Goods • US Housing Starts Surge on Rebound in Multifamily Construction • Americans Pull Back on Retirement Savings as Expenses Climb more
Rubrics Morning Comment 17.07.26
17th July 2026
• US Retail Sales Rise Modestly as Consumers Spend Less on Gas • Bond Traders Bail on Fed Hike Wagers on Softer Inflation Outlook • Meloni Wins Lower House Backing for Electoral Reform Bill • Japan’s ‘Decisive Action’ Threat Does Little to Scare Yen Bears more
Rubrics Morning Comment 16.07.26
16th July 2026
• US Producer Prices Come in Tame as Pipeline Pressures Abate • Fed’s Beige Book Shows Slight to Moderate Growth Across US • Bank of Canada Holds at 2.25% as Growth Outlook Improves • Burnham Set to Name Mahmood as UK Chancellor, Reports Say more
Rubrics Morning Comment 15.07.26
15th July 2026
• US CPI Falls for the First Time Since 2020, Core Gauge Flat • Warsh Says Inflation Mission Not Accomplished, Hints at Options • Treasuries Rally as Cool CPI Data Cuts July Fed Hike Bets to 20% • Trump Drops 20% Fee for Hormuz Cargo After Gulf Pressure more
Rubrics Morning Comment 14.07.26
14th July 2026
• Fed Rate-Hike Bets Mount Before Inflation Data, Warsh Testimony • Tariff Refunds Trigger Widening in US Budget Gap for 2026 • British Retailers Get a Boost From World Cup and Sunny Weather • Katayama Floats JGBs in Tax-Free Accounts, GPIF Portfolio Review more