Rubrics Morning Comment 02.09.21
2nd September 2021
• Powell Gets Unlikely Boost With His Liberal Critics in Disarray; • Oil Declines After OPEC+ Alliance Agrees to Return More Barrels; • U.S. Weighs Quota System in Bid to End EU Feud on Steel Tariffs; • The World Is Awash in Dollar Liquidity That No One Wants more
Rubrics Morning Comment 01.09.21
1st September 2021
• Fed Reverse Repo Usage Shows No Sign of Slowing Amid Imbalances; • Fed Chair Race Spotlights Powell-Brainard Wall Street Rule Split; • Treasuries Are a ‘Buy-Dips Market’ for Time Being, BofA Says; • Oil Ticks Higher as Traders Count Down Final Hours to OPEC+ Meet more
Rubrics Morning Comment 31.08.21
31st August 2021
• Progressives Urge Biden Not to Nominate Powell as Fed Chair; • Cracks Are Emerging in the Fed's Floor as Key Target Rate Slides; • Ex-Fed Official Lacker Warns Powell in 'Tough Spot' on Inflation; • Worrying Mutations in New Virus Strain Found in South Africa more
Rubrics Morning Comment 30.08.21
30th August 2021
• Powell Says Taper Could Start in 2021, With No Rush on Rate Hike; • Summers Says 'Serene' Powell Arguments Misread Inflation Risk; • Powell Cheers Markets But Risks a Mistake: Mohamed El-Erian; • White House Rushes to Booster Doses as CDC Advisers Bide Time more
Rubrics Morning Comment 27.08.21
27th August 2021
• Three Fed Policy Hawks Push Early Taper Despite Risk From Delta; • Biden Advisers Weigh Powell as Fed Chair, Brainard as Vice Chair; • Virtual Jackson Hole Underscores Uncertainty in Fed's Next Steps; • Oil Set for Weekly Gain With Focus Turning to Stimulus And Storm more
Rubrics Morning Comment 26.08.21
26th August 2021
• For Fed Taper, Forget When It Starts. The End Matters More; • The World Economy's Supply Chain Problem Keeps Getting Worse; • Oil Dips After Three-Day Rally With Covid Still Clouding Outlook; • The Hybrid Work Revolution Is Already Transforming Economies more
Rubrics Morning Comment 25.08.21
25th August 2021
• House Adopts $3.5 Trillion Budget Blueprint Backed by Biden; • SEC to Demand All China Firms Say More About Investor Risks; • Oil Dips After Two-Day Rally With Covid Lingering Over Market; • Vaccine Efficacy Diminished as Delta Arose, CDC Report Shows more
Rubrics Morning Comment 24.08.21
24th August 2021
• Fed's Ability to Set Rates Floor Is Weakening on Cash Deluge; • Pelosi Moves to Bypass Democratic Division on Biden Agenda; • Oil Steadies After Rally With Delta Continuing to Cloud Outlook; • Powell's Charm Offensive in Congress Positions Him to Keep Job more
Rubrics Morning Comment 23.08.21
23rd August 2021
• Kaplan Open to Shifting View on Taper If Delta Curbs Recovery; • Powell's Second-Term Chances Rise With Key Yellen Endorsement; • Kamala Harris Heads to China's Backyard in Diplomacy Reboot; • A Covid Booster Is The Privilege Scientists Say Will Curb Delta more
Rubrics Morning Comment 20.08.21
20th August 2021
• Fed's Powell to Give Virtual Remarks at Jackson Hole Gathering; • Commodity Slump Accelerates Amid Growth Fears and Fed Taper Talk; • Biden Says Extra U.S. Jobless Benefits Can Expire, Despite Delta; • Pandemic’s $16 Trillion Bill Will Come Due as Debt Surges: Fitch more
