Rubrics Morning Comment 21.04.21
21st April 2021
• Virus Return a Scourge Once More as Markets Wake Up to Risks; • Oil Drops Toward $62 Amid Resurgent Virus, Retreat in Equities; • Stumble in Stocks Lacks Easy Explanation for Wall Street Pundits; • China Makes Slow Progress on U.S. Trade Targets as Exports Boom more
Rubrics Morning Comment 20.04.21
20th April 2021
• Dollar Bears Return as Technical Indicators Shift in Their Favor; • Oil Rises Toward $64 on Anniversary of Historic Crash Below Zero; • Robust Rebound Won't Augur End to Stimulus: Central Bank Guide; • Zero-Yielding Funding Rates Drive Usage at Fed’s Overnight RRP more
Rubrics Morning Comment 19.04.21
19th April 2021
• Global Covid Cases Hit Weekly Record Despite Vaccinations ; • U.S. Warns of 'Consequences' If Kremlin Critic Navalny Dies; • U.S. Drops Switzerland, Vietnam Currency-Manipulator Labels; • Oil Sags Below $63 as Traders Weigh Firmer Dollar, Global Demand more
Rubrics Morning Comment 16.04.21
16th April 2021
• Recovery Quickens as U.S. Retail Sales Soar, Jobless Claims Ease; • Treasuries Relentless Rally May Signal Fresh Positioning Flush; • Fed Odds of IOER, RRP Tweaks More Than Market Pricing, BofA Says; • Biden Wants 'Predictable' Relations With Putin After Sanctions more
Rubrics Morning Comment 15.04.21
15th April 2021
• Powell Sketches Fed Exit Strategy, Sees Taper Before Liftoff; • U.S. to Impose Russia Sanctions Over Election, SolarWinds; • Fed Sees Supply-Chain Issues Growing Despite Better U.S. Outlook; • Oil Steady Near $63 After Jumping on U.S. Crude Stockpiles Draw more
Rubrics Morning Comment 14.04.21
14th April 2021
• Biden Warns Putin Over Hacking But Proposes Summit in a Call; • BlackRock Sees Fed Communicating Plan to Taper as Early as June; • J&J Blood-Clot Pause Done to Educate Doctors, Monitor Cases; • Consumer Prices in U.S. Advance by Most in Nearly Nine Years more
Rubrics Morning Comment 13.04.21
13th April 2021
• Fed’s Bullard Says 75% Vaccinations Would Allow for Taper Debate; • Fed's Rosengren Sees Risks on Both Sides of Inflation Outlook; • U.S. Budget Gap Hits Record $1.7 Trillion for First Half of Year; • Yellen Plans to Spare China From Currency Manipulator Label more
Rubrics Morning Comment 12.04.21
12th April 2021
• Economy's Real-Time Indicators Signal Even Stronger U.S. Rebound; • Powell Says Economy Poised for Stronger Growth, Virus a Risk; • Hoisington Sees Treasuries Escaping 'Inflationary Psychosis'; • Inflation Is the Only Signal That the Post-Covid Boom Will Heed more
Rubrics Morning Comment 09.04.21
9th April 2021
• Powell Vows to Restore 'Great' Economy, Plays Down Inflation; • Fed’s Daly Says Must See, Not Just Expect, Substantial Progress; • Global Corporate Taxes Face 'Revolution' After U.S. Turnaround; • U.S. Jobless Claims Jump, Showing Choppy Labor-Market Recovery more
Rubrics Morning Comment 08.04.21
8th April 2021
• Fed Officials Back Dovish Powell View Despite Brighter Outlook; • U.S. Offer on Global Tax Deal Would Tie Levies to Revenue; • U.S. Consumer Credit Surges by the Most Since Late 2017; • Fed’s Evans Says Rising Bond Yields Reflect Economic Optimism more
