Rubrics Morning Comment 16.09.21
16th September 2021
• Hedge Funds Are Shorting Bonds Again in Ill-Timed Inflation Bet; • Tax Hikes to Pay for Biden Agenda Approved by House Panel (1); • Oil Extends Advance as Slumping Inventories Add Fuel to Rally; • UN Says World Economy to Grow at Fastest Pace in Almost 50 Years more
Rubrics Morning Comment 15.09.21
15th September 2021
• 'Team Transitory' Gets a U.S. Inflation Win -- But Not a Blowout; • 'Distorted' TIPS Face a Reality Check as Fed Tapering Approaches; • Democratic Infighting Risks Agenda Timetable: Congress Update; • Biden Floated Meeting With Xi That Chinese Leader Declined more
Rubrics Morning Comment 14.09.21
14th September 2021
• U.S. Inflation Starting to Look Like a Stimulus-Led Outlier; • New York Fed Survey Shows Inflation Expectations at Record Highs in August; • Commodities Rally Revs Up Again, Threatening Faster Inflation; • Crude Oil Rallies Above $70 as Another Hurricane Menaces Texas more
Rubrics Morning Comment 13.09.21
13th September 2021
• Fed Seen on Track for 2021 Taper Start Even as Covid-19 Swirls; • Capex Booms as Companies Prepare for a Post-Pandemic World; • House Democrats Set to Propose Corporate Tax Rate of 26.5%; • Biden Team Weighs China Trade Probe in Bid to Press Beijing more
Rubrics Morning Comment 10.09.21
10th September 2021
• Biden Calls Xi Over U.S. Frustration With Dead-End Talks; • Demand Soars for U.S. 30-Year Auction; Dealers Take Record Low; • Treasury Curve Near One-Year Low Signals Risk of Hawkish Fed; • House Panel Moves to Boost Retirement Accounts: Congress Update more
Rubrics Morning Comment 09.09.21
9th September 2021
• Fed's Williams Says 2021 Taper Start 'Could Be Appropriate'; • Fed Says Growth Downshifted Slightly July-Aug., Cites Delta; • Wall Street Braces for Stumble in U.S. Stocks on Relentless Tear; • Kaplan: Data Now Suggest Sept. Taper Announcement, Oct. Start more
Rubrics Morning Comment 08.09.21
8th September 2021
• Oil Steadies After Two-Day Decline as Investors Assess Outlook; • Biden Calls Ida Flooding in New York a Warning of Climate Change; • House Democrats Push Ahead on Medicare Expansion, Family Leave; • Global Yield Uptrend Will Likely Be Capped by Dip Buying: SMBC more
Rubrics Morning Comment 07.09.21
7th September 2021
• Goldman Cuts U.S. Growth Forecast as Consumer Sees 'Harder Path'; • Post-Pandemic Economic Puzzle Widens to 'Phantom Menace' Rate; • Biden Bets on Economic-Plan Win as Democrats Struggle to Deliver; • Brent Oil Edges Higher With China Trade Showing Surprise Surge more
Rubrics Morning Comment 06.09.21
6th September 2021
• Fed Delay on Taper Past September Is All But Certain on Job Data; • Delta Surge Means This Is as Good as Global Growth Gets; • U.S. Employment Disparities Shrink in Key Metric Favored by Fed; • Post-Payrolls Treasury Curve Move Shows Multiple Factors In Play more
Rubrics Morning Comment 03.09.21
3rd September 2021
• Traders Look to U.S. Jobs Data to Back Risk-Asset Rallies; • A Record 50% of U.S. Small Businesses Have Unfilled Positions; • Manchin Jolts Democrats by Urging 'Pause' on $3.5 Trillion Bill; • Powell Picks Up an Endorsement From a Senior House Democrat more
