Rubrics Morning Comment 30.09.21
30th September 2021
• Powell, Lagarde Renew Assurances on Inflation Surge as Temporary; • Schumer Says Senate Reached Deal to Avoid Govt Shutdown: NBC; • Biden Rushes to Rescue Agenda as Democrats Splinter on Cost; • Bond Traders Are Skeptical of Bostic's Steeper Yield-Curve Call more
Rubrics Morning Comment 29.09.21
29th September 2021
• Commodity Price Surge Deals Stagflationary Blow to World Economy; • Oil Sinks as Climb in U.S. Stockpiles, Risk-Off Mood Check Rally; • Senate Democrats Ditch Effort to Link Funding Bill to Debt Limit; • Warren Cites Fear Over Another 2008 Meltdown in Opposing Powell more
Rubrics Morning Comment 28.09.21
28th September 2021
• Fed Officials Reinforce Message on Taper Soon, Liftoff Patience; • Treasuries Face Risk of Prolonged Selloff From Convexity Hedging; • Treasury Two-Year Yield Jumps to 18-Month High After Auction; • Senate GOP Blocks Bill to Raise Debt Limit, Avert Shutdown more
Rubrics Morning Comment 27.09.21
27th September 2021
• Pelosi Sets Thursday Vote on Infrastructure Bill in Crucial Week; • Central Banks Turning Slowly in Ending Pandemic's Easy Money Era; • Oil Extends Surge as WTI Jumps Above $75 on Global Energy Crunch; • Pelosi's Democrats Head For Showdown This Week on Biden's Agenda more
Rubrics Morning Comment 24.09.21
24th September 2021
• Treasury Yields Leap as Traders Accelerate Fed Rate Liftoff Bets; • Fed Reverse Repo Usage Hits Record High After Tweak to Limits; • Household Net Worth in U.S. Hits Record on Surging Home Values; • Congress Juggles Agenda to Avert Government Shutdown and Default more
Rubrics Morning Comment 23.09.21
23rd September 2021
• Powell Says Fed Taper Could Start 'Soon' and End Around Mid-2022; • U.S. House Adds Russia Debt Sanctions to Defense Policy Bill; • Oil Rises With Shrinking U.S. Supplies and Broader Market Gain; • Dollar’s Post-Fed Dip Driven by Vague Taper Timing: BNY Mellon more
Rubrics Morning Comment 22.09.21
22nd September 2021
• Rate Traders Betting on Fed Dots Move Will Get Their Answer Soon; • Fed Dot Plot to Show Debate on 2022 Liftoff: Decision-Day Guide; • Global Inflation Spike Seen Posing Near-Term Economic Risks; • Oil Surges as Report Shows Big Draw in U.S. Crude Inventories more
Rubrics Morning Comment 21.09.21
21st September 2021
• Dudley Says China Concerns Won't Delay Fed Signaling Taper Move; • Democrats Dare GOP, Link Debt Limit to Vital Spending Bill; • Treasury Market's Road Map Is Useless for Debt Ceiling Showdown; • Trudeau Wins Historic Third Term But Falls Short of Majority more
Rubrics Morning Comment 20.09.21
20th September 2021
• Soaring Housing Inequality Is Now a Global Political Faultline; • The Taper That Will Really Bite Into U.S. Growth Isn't the Fed's; • Stocks to Fall If Biden Drops Powell at Fed, Economists Say; • Stymied Bond Bears See Spark for Higher Yields in Pivotal Week more
Rubrics Morning Comment 17.09.21
17th September 2021
• Guggenheim Warns Fed May Delay Tapering on Debt Ceiling Risk; • Tight U.S. Labor Market Makes $15 an Hour De Facto Minimum Wage; • Oil Set for Fourth Weekly Gain as Inventories Slump, Gas Rallies; • IMF Chief Called Out on Pressure to Lift China Ranking in Report more
