Rubrics Morning Comment 19.08.21
19th August 2021
• Fed Minutes Show Most Officials See Taper Starting This Year; • U.S. REACT: Fed Minutes Flag 2021 Taper, If Delta Allows; • Oil Slumps to Lowest Since May After Fed Signals Taper This Year; • Major Central Banks Seen Unwinding Easing on Price Concern: Citi more
Rubrics Morning Comment 18.08.21
18th August 2021
• Fed’s Rosengren Would Support Start to Tapering in Fall: FT; • Oil Edges Higher After Four-Day Slump as Delta Threatens Demand; • Yellen Rejects ‘Overinvesting’ Tag for Two-Track Economy Plan; • Escalating U.S.-China Solar Rift Threatens Biden's Green Goals more
Rubrics Morning Comment 17.08.21
17th August 2021
• Fed's Rosengren Says He Could Back September Taper Announcement; • Bond Market Like a Coiled Spring Before Long-Awaited Fed Confab; • FX Traders Vulnerable to Powell Surprise at Tuesday Town Hall; • Biden's High Stakes Bet on Afghanistan Masks Challenges Ahead more
Rubrics Morning Comment 16.08.21
16th August 2021
• Fed's Kashkari Wants 'Few More' Strong Job Reports Before Taper; • The World May Never Reach Herd Immunity Against Covid-19; • Supply-Chain Shocks Keep Hitting the World's Factory Floors; • Fauci Says U.S. Can Move Quickly to Offer Third Vaccine Shots more
Rubrics Morning Comment 30.07.21
30th July 2021
• Usage of Fed’s Reverse Repo Facility Is Second-Highest on Record; • Biden's Power Over Shots Hits a Wall in Fight to Curb Delta; • Crypto Surprise Rattles Industry in Rare Bipartisan Tax Plan; • Libor Transition Reaches Key U.S. Milestone With SOFR Term Rate more
Rubrics Morning Comment 29.07.21
29th July 2021
• Powell Sees Progress on Taper Conditions Though a Ways to Go; • Senators Reach Infrastructure Deal; Schumer Preps First Vote; • Senators Eye Cryptocurrency Taxes to Fund Infrastructure Plan; • Geithner Panel Warns of More Treasuries Meltdowns Without Reform more
Rubrics Morning Comment 28.07.21
28th July 2021
• Fed to Stress Patience as Virus Threat Lurks: Decision-Day Guide; • U.S. Lawmakers Narrow Infrastructure Gaps Without Reaching Deal; • Oil Resumes Gains as Report Points to Shrinking U.S. Stockpiles; • ‘Fed Put’ Unlikely as U.S. Stocks Still High: Mizuho Securities more
Rubrics Morning Comment 27.07.21
27th July 2021
• Real Yields Drop to Record Low, Investors Lap Up Inflation Debt; • BlackRock Move Sends Record $1.4 Billion to Inflation-Hedged ETF; • Fed Chief Powell Has Won Fans Among Senior Senate Democrats; • U.S., China Leave Room to Talk After Contentious Meetings more
Rubrics Morning Comment 26.07.21
26th July 2021
• Fed's MBS Buying High on Agenda as Officials Begin Taper Talk; • Growth Softens at U.S. Service Firms on Capacity Constraints; • Yellen Warns of Default Risk by October Without Debt-Limit Hike; • World's Food Supplies Get Slammed by Drought, Floods and Frost more
Rubrics Morning Comment 23.07.21
23rd July 2021
• Warren, Brown Criticize Powell's Approach on Bank Regulation; • Oil Closes Out Wild Week With Rally Intact as Bulls Fight Back; • U.S.-China Talks Point to Effort to Manage Rising Tension; • Pressures Continue to Push Money-Market Rates Below Fed’s Floor more
