Rubrics Morning Comment 04.06.21
4th June 2021
• Economists Brace for Another Volatile Monthly U.S. Jobs Report; • Williams Says Now Not the Time for Fed to Adjust Bond Buying; • Yellen Faces Deal-Making Test at G-7 in Wrangle Over Global Tax; • Biden Floats 15% Minimum Corporate Tax in Talks With GOP more
Rubrics Morning Comment 03.06.21
3rd June 2021
• Fed's Beige Book Reports Pickup in Recovery, Price Pressures; • Fed Plans to Wind Down a Pandemic Corporate Credit Facility; • Harker Says Fed Needs to Start Discussing Tapering Timeline; • Biden to Amend Trump's China Blacklist, Target Key Industries more
Rubrics Morning Comment 02.06.21
2nd June 2021
• Yellen, China's Liu Talk 'Frankly' on Issues of Concern; • Oil Extends Gain From 2018 High With Saudis Upbeat on Demand; • Fed’s Brainard Says Economy Far From Goals With Two-Sided Risks; • From Fed to ECB, Red-Hot Housing Costs May Bring Taper Closer more
Rubrics Morning Comment 01.06.21
1st June 2021
• Brent Oil Tops $70 as OPEC+ Flags Tightening Market Before Meet; • Biden Vows to End 'Systemic Racism' on Greenwood Anniversary; • German Inflation Climbs to Highest Since 2018 as Lockdown Eases; • ECB Study on Inflation Targeting Finds Ranges Beat Hard Goals more
Rubrics Morning Comment 31.05.21
31st May 2021
• G-7 Trade Chiefs Want Stronger Rules on Subsidies; See WTO Role; • Biden Tax Plan Forecast to Bring in $3.6 Trillion in Decade; • Fed's Taper Talk Is Pre-Emptive Strike Against Inflation Fears; • Bond Traders Look to Jobs for Taper Clues While Cash Glut Grows more
Rubrics Morning Comment 28.05.21
28th May 2021
• Biden's Budget Would Raise Annual Spending to $6 Trillion; • Dollar Glut Drives Usage of Fed Reverse Repo Facility to Record; • Yellen Gets Specific on Inflation, Saying Will Last Through 2021; • Wall Street Pros Are as Baffled as Anyone by Dollar's Fate more
Rubrics Morning Comment 27.05.21
27th May 2021
• Quarles Seeks Taper Talk in Coming Meetings If U.S. Stays Strong; • U.S., China Trade Chiefs Hold 'Candid' Talks in First Call; • Oil Rises As Tightening U.S. Supply Offsets Iran Risk; • Biden's Asia Czar Says Era of Engagement With China Is Over more
Rubrics Morning Comment 26.05.21
26th May 2021
• Fed's Chorus Downplaying Inflation Pushes Yields to Two-Week Low; • Bond Volatility Fades as Central Bankers Push Back on Inflation; • Clarida Says Fed May Begin Talking Taper at Coming Meetings; • Fed’s Evans Says Recent Data Don’t Suggest High Inflation Coming more
Rubrics Morning Comment 25.05.21
25th May 2021
• Fed Officials Play Down Risk That Higher Inflation Will Persist; • Fed Reverse Repo Was Only Ever This Popular Over Quarter-End; • Biden Orders U.S. to Develop 'Options' for Belarus Response; • Oil Holds Surge as Robust Demand Seen Absorbing Iranian Supply more
Rubrics Morning Comment 24.05.21
24th May 2021
• Reuters: Dollar near 3-month low, weighed by Fed's dovish tilt ; • John Normand's Last Research Note Flags Risk of Correction; • Real Time Economics: Richmond Fed president says economy’s rebound puts the Federal ; • Oil Rises Above $64 as Investors Track Virus Fight, Iran Talks more