Rubrics Morning Comment 23.01.25
23rd January 2025
• Record Share of Americans Pay Only Minimum on Credit Card Bills • One by One, World Leaders in Davos Fall in Line in Trump Era • BOJ to Forge Ahead With Biggest Rate Hike in 18 Years: Day Guide • Japan’s 2024 Trade Surplus With US Towers Over 2017-2020 Levels more
Rubrics Morning Comment 22.01.25
22nd January 2025
• Trump Says He Could Hit China With 10% Tariff From Next Month • China Vows to Import More Goods After Avoiding Early US Tariffs • UK Budget Deficit Soars More Than Forecast on Debt Costs • Inflation in Canada Eases to 1.8% on Trudeau Sales Tax Break more
Rubrics Morning Comment 21.01.25
21st January 2025
• Trump Plans to Impose 25% Tariffs on Mexico, Canada Feb. 1 • TikTok, Border, Pardons, Energy: Trump’s Day One Priorities • Trump Starts Reshaping US Energy With Focus on Oil and Gas • Treasuries Rally as Trump Holds China Tariffs, Pushes Drilling more
Rubrics Morning Comment 16.01.25
16th January 2025
• US Core CPI Finally Eases, Rallying Bets for Fed to Cut Sooner • Bonds Have Banner Day as Inflation Report Revives Fed-Cut Bets • Fed Trio Express Confidence Inflation Will Continue to Slow • Fed’s Beige Book Points to Slight to Moderate Growth at Year-End more
Rubrics Morning Comment 14.01.25
14th January 2025
• Dollar Falls on Report Trump Team Is Mulling Gradual Tariffs • Trump Team Studies Gradual Tariff Hikes Under Emergency Powers • UK Bond Sale to Gauge Investor Appetite After Market Turmoil • UK Markets Fall Again as Inflation Countdown Unsettles Traders more
Rubrics Morning Comment 13.01.25
13th January 2025
• Strong US Job Report Backs Case for Pause in Fed Rate Cuts • Wall Street Economists Pare Back Fed Rate-Cut Views After Data • US Consumer Inflation Expectations Jump to Highest Since 2008 • US Inflation to Back Fed Pause After Robust Jobs Data: Eco Week more
Rubrics Morning Comment 10.01.25
10th January 2025
• UK’s Market Woes Shift to Pound With Currency at One-Year Low • Bond Turmoil Raises Prospect of Slower Bank of England Rate Cuts • US Payrolls Growth Forecast of 165,000 Seen Enabling Fed Pause • Fed Officials Signal Interest Rates Likely on Hold for a While more
Rubrics Morning Comment 09.01.25
9th January 2025
• UK Markets Fight Ghost of 2022 as Losses Spread Across Assets • UK’s Bond Turmoil Invokes Specter of 1976 Debt Crisis • Fed Minutes Show Officials Were Eager to Slow Interest-Rate Cuts • Global Bond Selloff Leaves US Treasury Yields Flirting With 5% more
Rubrics Morning Comment 08.01.25
8th January 2025
• US Job Openings Rise to Six-Month High on Business Services • US Services Index Climbs, Price Gauge Hits Highest Since 2023 • Treasury Auction Draws Highest Yield Since 2007 in Bond Selloff • Highest UK Debt Costs Since 1998 Risk More Labour Tax Hikes more
Rubrics Morning Comment 07.01.25
7th January 2025
• US Yields Hit 14-Month High Amid Auctions, Tariff Speculation • Dollar Pares Losses After Trump Denies Curbed-Tariffs Report • Trump Keeps His Negotiating Powder Dry With Tariff Turmoil • German Inflation Up More Than Expected, Backing ECB Caution more