Rubrics Morning Comment 14.09.26
14th September 2026
• US Core CPI Tops Forecasts, Bolstering Case for Rate Hike • ECB’s Lagarde Says Current Price Shock Will Be Longer Lasting • Swedish Voters in Limbo in Election Race Too Close to Call • Bank of England’s Dovish Majority Tested by Iran War Pressures more
Rubrics Morning Comment 11.09.26
11th September 2026
• US Producer Prices Rise Most in Three Months on Energy Surge • Lagarde Calls ECB Hike ‘No Brainer’ as Markets Bet on More Ahead • UK Economy Unexpectedly Grew in July in Boost for Burnham • Yen Rally Puts Global Stocks on Watch for Carry Trade Unwind more
Rubrics Morning Comment 10.09.26
10th September 2026
• Bessent’s Upsized Buybacks Get Hit by Bond Market Reality • Trump’s $5,000 Payout Promise Underscores GOP Midterm Peril • ECB to Hike Again as Iran War Fans Inflation: Decision Guide • BOJ’s Masu Says Will Continue to Raise Benchmark Rate more
Rubrics Morning Comment 09.09.26
9th September 2026
• US Escalates Canada Trade War With Product Bans, New Tariffs • Bessent’s ‘Fever’-Cooling Debt Buybacks Put Wall St. on Edge • EU and Canada Plan Far-Reaching Deal to Strengthen Partnership • UK Pays Most Since 1998 to Borrow After Gilt Selloff more
Rubrics Morning Comment 08.09.26
8th September 2026
· Global Markets’ Summer Lull to End as Volatility, Risks Mount · Canada Imposes Tariffs Up to 50% on US, Risking Wider Trade War · Euro-Zone Growth Upgraded After Bumper Quarter for Ireland · Yen’s Rally Through Key Level Puts Currency’s 2026 High in Reach more
Rubrics Morning Comment 07.09.26
7th September 2026
• US Adds 162,000 Jobs, Topping All Estimates in Broad Advance • Fed Rate Decision Still Hangs on Inflation After Jobs Report • Canada Loses Jobs With Employment Shrinking in Finance, Retail • German Far Right Wins Election Landslide in Best State Result more
Rubrics Morning Comment 03.09.26
3rd September 2026
· Warsh Lays Out His Data Dashboard for Reading the US Economy · Fed’s Beige Book Shows Economic Activity Up Modestly · World’s Unusually High Dollar Exposure Risks Fueling Selloff · Bank of Canada Holds Rates as Tariffs Cloud Growth Outlook more
Rubrics Morning Comment 02.09.26
2nd September 2026
• US Factory Gauge Eases But Holds Close to Four-Year High • Global Bonds Are Slumping But It’s Nothing Like the 2022 Wipeout • Euro-Zone Inflation Jumps to Highest in Almost Three Years • BOJ’s Ueda Hints at September Rate Hike as Bets on Move Mount more
Rubrics Morning Comment 01.09.26
1st September 2026
• Global Bond Selloff Sends Yields to the Highest Level Since 2008 • German Inflation Edges Higher, Adding to Case for ECB Hike • Burnham Returns to Daunting UK Agenda After Feel-Good Summer • Bessent Ramps Up Pressure on BOJ to Raise Interest Rates Further more
Rubrics Morning Comment 31.08.26
31st August 2026
• Warsh Says Inflation Isn’t Slowing, Vows to Hit to 2% Target • US Job Growth Marked Down in Preliminary Benchmark Estimate • Euro Zone’s Inflation Rate Is Set to Reach Highest Since 2023 • Yen’s Breach of 160 to Dollar Puts Traders on Intervention Watch more
