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
Rubrics Morning Comment 07.04.21
7th April 2021
• U.S. Jobs Come Roaring Back, Surprising Employers and Economists; • Investors Closer to Getting a Credit-Based Alternative to Libor; • U.S. 10-Year Yield Has Scope to Reach 2.5% by Year-End, ING Says; • IMF Lifts Global Growth Forecast, Warns of Diverging Rebound more
Rubrics Morning Comment 06.04.21
6th April 2021
• Yellen Declares End to Trump's Global Retreat, Eyes Tax Deal; • Service Industries in U.S. Expand at Fastest Pace on Record; • Minerd Sees Another Archegos-Style Blowup as 'Highly Likely'; • Biden Team Seeks Public's Help to Beat GOP on Infrastructure more
Rubrics Morning Comment 01.04.21
1st April 2021
• Biden Pitches $2.25 Trillion Plan to 'Bring Everybody Along'; • Repo Mired Near Zero at Quarter-End Drives Surge in Fed Facility; • Canada's Ontario Returns to Lockdown to Slow Virus, CBC Says; • Oil Climbs Toward $60 as OPEC+ Faces Critical Decision on Supply more
Rubrics Morning Comment 31.03.21
31st March 2021
• Biden to Map $2 Trillion Economic Plan in Reborn Pittsburgh; • Oil Rebounds Toward $61 as OPEC+ Seen Rolling Over Supply Curbs; • IMF to Upgrade World Growth Outlook on U.S. Stimulus, Vaccines; • Fed Repo Usage Surges as Investors Rush to Escape Negative Rates more
Rubrics Morning Comment 30.03.21
30th March 2021
• Biden to Announce Transportation-Focused Stimulus Wednesday; • Biden reportedly bumps infrastructure price tag to $4 tn, with up to $3.5 tn in tax hikes; • CDC Chief Warns of 'Impending Doom' as Covid Cases on Rise; • Suez Canal Has Reopened to Traffic After Giant Ship Is Freed more
Rubrics Morning Comment 29.03.21
29th March 2021
• U.S. Manufacturing Powers On Even as Inflation Heats Up in March; • Funds Bet on a Consumer Boom to Rival 'Roaring Twenties'; • NatWest Lifts End-2021 U.S. 10-Year Yield Forecast to 2%; • Shock-Worn World Economy Girds for Supply Jolt in Suez Mess more
Rubrics Morning Comment 26.03.21
26th March 2021
• Biden Doubles Vaccine Goal to 200 Million for First 100 Days; • Treasuries Hit as 7-Year Sale Again Proves to Be Achilles Heel; • Biden Promises New 'Paradigm' in Economic Program Next Week; • Powell Says Fed Won't Stop Until U.S. 'All But Fully Recovered' more
Rubrics Morning Comment 25.03.21
25th March 2021
• Powell Sees 'Highly Desirable' Gains Behind Modest Jobs View; • Fed’s Evans Worried About Sub-2% Inflation After Temporary Bump; • Daly: Premature to Declare Virus Victory, Economy Needs Support; • Yellen Spars With GOP Senator Over Expansion of IMF Funding more
Rubrics Morning Comment 24.03.21
24th March 2021
• Powell Expects Bump in Inflation, Says It Won't Get Out of Hand; • Bank of America Sees $41 Billion Rebalancing Flow to Treasuries; • IMF Mulls Creating $650 Billion in Reserves After Yellen Nod; • Brainard Says Fed to Be Patient as U.S. Recovery Strengthens more
