Rubrics Morning Comment 23.03.21
23rd March 2021
• Biden Team Weighs Next Economic Plan of Up to $3 Trillion; • Powell Says Recovery Far From Complete, Fed Support to Continue; • U.S. Speaks with EU, U.K. About Resolving Airbus-Boeing Dispute; • Yellen, Powell to Face Deficit, Inflation Fears at Congress more
Rubrics Morning Comment 22.03.21
22nd March 2021
• Fed's Barkin Sees Strong Economy With Some Price Pressures; • Summers Sees 'Least Responsible' Fiscal Policy in 40 Years; • Hedge Funds Turn Bullish on Dollar for First Time Since November; • Ghost of Horrific Treasury Auction Haunts Bond Market on Brink more
Rubrics Morning Comment 19.03.21
19th March 2021
• Krugman Dismisses 1970s-Style Inflation Risk, With Faith in Fed; • U.S.-China Talks in Alaska Quickly Descend Into Bickering; • Oil's Swift Rout Triggers the Biggest Weekly Loss Since October; • Restaurants, Salons Set for Epic Hiring Boom as Services Return more
Rubrics Morning Comment 18.03.21
18th March 2021
• Powell Hammers Home Dovish Message in 'Clean Break' With Old Fed; • Bond Traders Revive Inflation Bets With Fed's Easy-Policy Vow; • Morgan Stanley Favors Treasury Steepeners Following Dovish Fed; • Pozsar Says Markets to Sidestep 'Mayhem' If Fed Relief Expires more
Rubrics Morning Comment 16.03.21
16th March 2021
• Treasury Market's Bears Are Set for a Reality Check From Fed; • Fed Should Buy More Treasuries, Fewer Mortgages, BofA Says; • Biden Eyes First Major Tax Hike Since 1993 in Next Economic Plan; • White House Is Eyeing Infrastructure Needs, 'Broadly Defined' more
Rubrics Morning Comment 15.03.21
15th March 2021
• Fed to Hike Rates in 2023 But Dots Won't Show It, Economists Say; • Yellen Says U.S. Inflation Risk Remains Small, 'Manageable'; • Bond Market's 'Game of Chicken' With Fed Is Set for a Reckoning; • Oil Climbs Toward $66 as China's Recovery Aids Outlook for Bulls more
Rubrics Morning Comment 12.03.21
12th March 2021
• Biden Promises Virus 'War Footing' to Speed Shots for All Adults; • Deutsche Bank Ups End-2021 U.S. 10-Year Yield Forecast to 2.25%; • Inflation Is Already Creeping Into Some Corners of the World; • KKR's Sheldon Sees Room for High-Yield 'Tantrum' as Fed Exits more
Rubrics Morning Comment 11.03.21
11th March 2021
• U.S. Core CPI Rises Less Than Estimates, Easing Inflation Alarms; • House Sends Aid Bill to Biden, Checks to U.S. Pocketbooks; • Biden Loads Up on Extra Shots, Fueling Vaccine Gap Worldwide; • U.S. 10-Year Auction Tails After Rallying Into Bidding Deadline more
Rubrics Morning Comment 10.03.21
10th March 2021
• Yellen Says Treasury Preparing to Deliver Relief Funds Quickly; • BofA Sees No Peak for 10-Year Yields as Bearish Bias Remains; • Fears of Fed's Main Rate Dropping Too Low Starts to Lift; • Treasury 3-Year Auction Stops Through at Highest Yield in a Year more
Rubrics Morning Comment 09.03.21
9th March 2021
• Biggest Yield-GDP Gap Since 1966 Shows Room for Bond Pain; • Treasury Traders Beware Auctions in March as Demand Litmus Test; • Yellen Says Stimulus Unlikely to Cause Inflation Problem; • Haunted by 2008, China and U.S. Diverge on Stimulus Plans more
