Rubrics Morning Comment 08.03.21
8th March 2021
• Good Economic News Is Becoming a Double-Edged Sword for Markets; • Central Banks Face Jumpy Bond Market With Ten Days of Decisions; • U.S. Economy Ready to Surge With Big Stimulus, Fast Vaccines; • Powell's Dashboard Shows How Far U.S. Economy Has to Go on Jobs more
Rubrics Morning Comment 05.03.21
5th March 2021
• Powell Sends Dovish Message That Leaves Bond Market Disappointed; • Bond Traders Drive Up Yields After Lack of Powell Pushback; • U.S. Senate Votes to Take Up $1.9 Trillion Covid Relief Bill; • Expect Convexity Triggers To Re-Emerge After Powell Stands Firm more
Rubrics Morning Comment 04.03.21
4th March 2021
• Powell Likely to Push Back on Bond-Market Doubts Over Fed Policy; • Fed’s Harker Says Not Looking at Rate Hike Any Time in 2022; • Fed’s Evans Says Higher Yields Reflect Positive Economic Outlook; • Fed's Beige Book Shows Businesses Optimistic on Vaccine Take-Up more
Rubrics Morning Comment 03.03.21
3rd March 2021
• Brainard Says Recent Bond Market Moves Have 'Caught' Her Eye; • Guggenheim's Minerd Says Treasury Yields Can Still Turn Negative; • ‘Violent’ Moves May Be in Store for Treasury’s Belly: LH Meyer; • World Economy's $2.9 Trillion Cash Hoard Will Drive the Recovery more
Rubrics Morning Comment 02.03.21
2nd March 2021
• Treasury Curve Dysfunction Ignites Talk of Federal Reserve Twist; • Fed's Barkin Plays Down Market Swing, Says Focus Is Real Economy; • Buy the Dip Is Back as Bond Traders Push Fed Hike Bets Too Far; • U.S. Manufacturing Expands Most in Three Years as Prices Climb more
Rubrics Morning Comment 01.03.21
1st March 2021
• Aggressive Fed Hike Bets Spur Treasury Buy-the-Dip Calls; • Biden, Yellen Back Fast Senate Stimulus Action to Boost Economy; • Democrats Shelve Tax Penalty Aimed at Raising Minimum Wage; • Want Fries With That Recovery? Why Services Are Key to Economy more
Rubrics Morning Comment 26.02.21
26th February 2021
• In a Flash, U.S. Yields Hit 1.6%, Wreaking Havoc in Markets; • Central Banks Fight Back Against Bond Rout, Calming Investors; • Powell Is Patient But Markets Aren't, Challenging New Fed Policy; • Fed Views Rising Yields as Bullish Sign Reflecting 2021 Optimism more
Rubrics Morning Comment 25.02.21
25th February 2021
• Powell Pushes Back on Concerns of Prices Rising, Overheating; • Powell Goes Easy on Surging Yields While Central Bank Peers Fret; • Pfizer-BioNTech Shot Could Help End Pandemic, Israel Study Shows; • Oil Climbs From One-Year High With Global Market Tightening more
Rubrics Morning Comment 24.02.21
24th February 2021
• Powell Signals Fed to Keep Buying Bonds Even as Outlook Improves; • Treasury Makes History With First Two-Year Note Auction Premium; • Biden's Trade Chief Tasked With Reset After Trump Tariff Chaos; • U.S. home prices are rising at a blistering 10% year-over-year clip more
Rubrics Morning Comment 23.02.21
23rd February 2021
• Powell Confronts Challenge Bernanke Faced Decade Ago: Macro View; • Yellen, Powell Wary of Financial Froth While They Push Stimulus; • Powell to Face Pressure From Lawmakers Over Stimulus This Week; • Fed's Barkin Says 'Profound' Disinflation to Check Price Gains more
