Rubrics Morning Comment 21.05.21
21st May 2021
• U.S. Floats 15% Global Minimum Tax on Corporate Profits; • Fed Reverse Repo Facility Use Surges in Cash-Flush Market; • Great Commodities Boom of 2021 Hits Pause Amid Wider Selloff; • Powell Seeks Input as Fed Digs Deeper Into Digital Currencies more
Rubrics Morning Comment 20.05.21
20th May 2021
• Fed Officials Signal Open to Taper Talk at 'Upcoming Meetings'; • Bostic Says Not Time for Fed to Begin Withdrawing Support; • Commodities Crumble, Showing Limit to Once-Unstoppable Rally; • Bets on Fed Hikes Boosted by Taper Talk While Treasuries Slide more
Rubrics Morning Comment 19.05.21
19th May 2021
• Yellen Gets Cool Reception From Business on Infrastructure Plea; • Summers Says Central Banks Currying Favor With Climate Focus; • U.S. Housing Starts Trail Estimate, Hinting at Supply Chain Woes; • Oil Slips Amid Prospects of Progress on Iran Nuclear Deal Talks more
Rubrics Morning Comment 18.05.21
18th May 2021
• Key Inflation Gauge Overstating Prices, Harvard's Cavallo Says; • Fed’s Clarida Says Not Yet Time to Start Taper Talk; • Central Banks Keep Lid on Rate Bets as Commodity Prices Soar; • Kaplan: Inflation to Moderate Next Year But There’s Uncertainty more
Rubrics Morning Comment 17.05.21
17th May 2021
• Biden Aides See Political, Not Economic, Peril in Inflation Data; • U.S. Economic Rebound Proves More a Grind Than a Boom; • U.S., EU Set to Reach Temporary Tariff Truce Over Metals; • 'Deeply Oversold' U.S. Swap Spreads Start to Entice Investors more
Rubrics Morning Comment 14.05.21
14th May 2021
• Fed's Waller Joins Colleagues in Branding Inflation 'Temporary'; • GOP Senators See Possible Infrastructure Deal After Biden Talks; • Fed Officials Have Six Reasons to Bet Inflation Spike Will Pass; • Progressives Split on Powell's Renomination to Fed Chair more
Rubrics Morning Comment 13.05.21
13th May 2021
• U.S. Consumer Prices Jump Most Since 2009, Outpacing Estimates; • Fed's Clarida Plays Down Significance of Rising Inflation; • Bond Traders Boost 5-Year Inflation Outlook to Most Since 2005; • 'Transitory' U.S. Inflation Pressures Seen Lasting for Months more
Rubrics Morning Comment 12.05.21
12th May 2021
• Fed Officials See Bright Economic Outlook -- and a Need for Aid; • White House Faces Rising Pressure as Gasoline Shortages Grow; • Job Openings in U.S. Surge to a Record High 8.12 Million; • Five-Year Breakeven Is ‘Obvious Trade’ on Inflation Fear: Perli more
Rubrics Morning Comment 11.05.21
11th May 2021
• Bond Traders Lift 5-Year Inflation Outlook to Highest Since 2006; • Fed Officials See Strong Job Gains After April 'Head-Scratcher'; • Markets Are In for an Interest-Rate Surprise: Bill Dudley; • Inflation Brews for U.S. Producers While Services Wages Pick Up more
Rubrics Morning Comment 10.05.21
10th May 2021
• Jobs Report Is Latest Sign of Growing Pains for U.S. Economy; • Fed's Kashkari Says U.S. Job Market Still Needs Help to Heal; • Bond Traders See a Path to 2% Yields Lurking in U.S. Jobs Miss; • No Timeline for Giant Fuel Pipeline Restart Has Traders Worried more
