Rubrics Morning Comment 22.07.21
22nd July 2021
• Biden Dismisses Inflation Worries, Warns on Hiring Difficulties; • Powell Has Broad Support Among Top Biden Aides for New Fed Term; • Debt-Limit Steps May Run Out in October, Budget Office Says; • Democrats Reject GOP Call for Conditions on Debt-Limit Hike more
Rubrics Morning Comment 21.07.21
21st July 2021
• Hawkish Fed Bets Axed as Traders Confront Tumbling Bond Yields; • Schumer Heads for Infrastructure Vote Defeat as Talks Drag; • J&J Shot Raises Fewer Antibodies Against Delta Variant in Study; • Filling $15 Trillion GDP Hole Needs Reforms, IMF Says more
Rubrics Morning Comment 20.07.21
20th July 2021
• Yield Plunge Stirs Thoughts of 1% Treasuries on Delta Variant; • Wall Street's New Concern Is That Economic Growth Has Peaked; • Hawkish Fed Bets Axed Again as Four Hikes Priced Out Since April; • Biden Says Inflation 'Temporary,' Affirms Fed Independence more
Rubrics Morning Comment 19.07.21
19th July 2021
• Fed Has a Sunny View of Inflation While Companies See the Clouds; • Yellen Expresses Doubts on Results of Trump's China Trade Deal; • Global Growth Boom May Disappoint, Morgan Stanley's Sharma Warns; • Oil Retreats on OPEC+ Deal to Ramp Up Output, Threat From Delta more
Rubrics Morning Comment 16.07.21
16th July 2021
• Powell Pressed Again on Inflation, Says Fed Watching Risks; • Yellen Demurs on Second Powell Term, Saying She'll Talk to Biden; • Fed's Bullard Urges Start of Bond Taper With Jobs Goals Met; • Biden, Xi to Address APEC Leaders at Special Summit on Virus more
Rubrics Morning Comment 15.07.21
15th July 2021
• Powell Sees Tapering a 'Ways Off,' Gets House Inflation Grilling; • Yellen, Powell to Discuss Financial Risks of Hot Home Market; • Biden Looks to Corral Democrats on $3.5 Trillion Senate Plan; • Democrats Propose Tax on Carbon-Intensive Imports in Budget more
Rubrics Morning Comment 14.07.21
14th July 2021
• Yellen, Powell to Discuss Financial Risks of Hot Housing Market; • U.S. Consumer Prices Jump Most Since 2008, Topping All Estimates; • Incarceration Is Drag on Fed Jobs Goal, U.S. Growth, Bostic Says; • Treasury 30-Year Auction Tails; Bidder Participation Weakens more
Rubrics Morning Comment 13.07.21
13th July 2021
• Williams Pushes Back on Fed Tapering MBS Faster Than Treasuries; • Fed’s Barkin Says Labor Market Hasn’t Healed Enough to Taper: DJ; • Biden Team Weighs Digital Trade Deal to Counter China in Asia; • Yellen to Press Europe on Digital Tax Plan Following G-20 Accord more
Rubrics Morning Comment 12.07.21
12th July 2021
• Global Boom in House Prices Becomes a Dilemma for Central Banks; • Treasury Investor Hoisington Says Growth, Inflation Are Peaking; • Treasury Forward Yields ‘Too Pessimistic’ on Economy: Barclays; • Fragile Global Rebound Troubles Finance Chiefs as Variants Lurk more
Rubrics Morning Comment 07.07.21
7th July 2021
• Treasury Yields Down With Growth Worry Spurring Short Squeeze; • Oil Steady as Investors Track Saudi-UAE Deadlock Over Supplies; • Biden Elevates Ransomware Threat to National Security Priority; • Grain and Soy Prices Plunge on U.S. Rainfall, China Speculation more
