Rubrics Morning Comment 04.11.25
4th November 2025
• US Manufacturing Shrinks for Eighth Month on Sluggish Demand • Governors, Redistricting Elections Tuesday Offer Clues for 2026 • Riskiest Consumer Borrower Ranks Swell as Personal Loans Surge • RBA Holds Key Rate as Bullock Says Board Doesn’t Have a Bias more
Rubrics Morning Comment 03.11.25
3rd November 2025
• Treasuries Rally Is Proving Trump’s ‘Sell America’ Critics Wrong • China to Suspend Some Rare-Earth Curbs and US Chip Firm Probes • Fed ‘Chorus’ Comes Out Against Latest Cut, Citing Inflation • Bond Traders Turn to Private Data After Powell Clouds Fed Path more
Rubrics Morning Comment 28.10.25
28th October 2025
• Trump’s New Trade Deals Give US an Edge Over Southeast Asia • US-China Trade Truce Leaves Fundamental Issues Unresolved • Here Are the Five Contenders to Replace Powell as Fed Chair • Trump Hails Ally Japan, Offers Takaichi ‘Anything You Want’ more
Rubrics Morning Comment 24.10.25
24th October 2025
• Trump Says Canada Trade Talks Terminated, Citing Tariff Ad Ire • Trump Seeks Elusive Trade Deal With Xi in High-Stakes Meeting • Treasuries’ October Gains at Risk From CPI ‘Tipping Point’ • UK Retail Sales Rise Again in Unexpected Boost for Economy more
Rubrics Morning Comment 23.10.25
23rd October 2025
• US Considers Broad Software Curbs on China, White House Says • Fed’s Loss of ADP Labor Statistics Adds to Data Vacuum • EU Adopts New Sanctions Package That Targets Russian Energy • BOJ Watchers Push Back Rate Hike Call After Takaichi Takes Helm more
Rubrics Morning Comment 22.10.25
22nd October 2025
• UK Inflation Stays Lower Than Expected as Food Prices Fall • Japan’s Exports Advance for First Time Since April on Chips • Trump Sees Successful Xi Meeting, But Allows It Might Not Happen • Canada Inflation Quickens to 2.4%, Core Measures Heat Up more
Rubrics Morning Comment 21.10.25
21st October 2025
• Sanae Takaichi Becomes Japan’s First Female Prime Minister • Japan Shifts to the Right Under ‘Iron Lady’ Admirer Takaichi • Trump Makes Rare Earths Deal With Australia to Fight China • EU Nations Strike Deal to Ban Russian Gas by End of 2027 more
Rubrics Morning Comment 20.10.25
20th October 2025
• French Bond Futures Slide After S&P Downgrade on Budget Risk • Japan’s LDP Reaches Coalition Deal to Set Up Takaichi as Premier • Trump Lists Top Demands on China Before Trade Talks Resume • US-China Talks Planned Next Week as Trump Plays Down Tariffs more
Rubrics Morning Comment 17.10.25
17th October 2025
• France’s Lecornu Faces Budget Clash After Surviving Ouster Votes • US Nears Tariff Relief for Auto Industry After Lobbying Push • US Tariff Take Helps Trim 2025 Deficit to $1.78 Trillion • Banks’ Trio of Alleged Frauds Sparks Fear of Broader Issues more
Rubrics Morning Comment 16.10.25
16th October 2025
• Lecornu Set to Survive No-Confidence Votes in French Parliament • UK Economy Ekes Out Modest Growth as Factories Recover • Fed’s Beige Book Finds US Economic Activity Little Changed • Bessent Floats Longer-Term China Truce After Rare Earths Gambit more
