Rubrics Morning Comment 22.02.21
22nd February 2021
• Pfizer-BioNTech Shot Stops Covid Spread, Israeli Study Shows; • Biden's Economic Legacy at Stake With Next Package Taking Shape; • Weeks and Months of Negative Treasury Bill Yields Are Coming; • Fed’s Williams Says Rising Treasury Yields Reflect More Optimism more
Rubrics Morning Comment 19.02.21
19th February 2021
• Yellen Defends Need for $1.9 Trillion Plan After Strong Data; • Mortgage Hedgers Won't Add Fuel to Rates Fire, JPMorgan Says; • A U.S. Vaccine Surge Is Coming, With Millions of Doses Promised; • Powell's Approach to Recovery, Inflation Will Test Union Loyalty more
Rubrics Morning Comment 18.02.21
18th February 2021
• Fed Officials Saw Bond-Buying Pace Continuing for 'Some Time'; • Fed Staff Suggest More Worry Over Financial Risk Than Powell; • Real Yields' Rise Is Canary in the Coal Mine for Risk Assets; • Brent Oil Passes $65 With U.S. Crisis Now a Global Supply Shock more
Rubrics Morning Comment 17.02.21
17th February 2021
• Fed's Daly Plays Down Inflation as Officials Warn of Virus Risk; • Democrats Put Biden Stimulus on 10-Day Fast Track for House Vote; • Treasury Volatility Is Just Starting With Another Big Swing Seen; • Pimco's Mather Sees Inflation as Danger to Market in Years Ahead more
Rubrics Morning Comment 12.02.21
12th February 2021
• Biden Hails Deal for 200 Million Vaccine Doses, Faster Shipments; • Biden Team Pledges Aggressive Steps to Address Chip Shortage; • • U.S. Forgoes EU Boeing-Airbus Tariff Change in Nod to Talks; • CBO Sees Wider 2021 Budget Gap, Smaller Deficits to Follow more
Rubrics Morning Comment 11.02.21
11th February 2021
• Powell Urges 'Society-Wide' Push to Deliver Full Employment; • Biden, in Call With Xi, Talks of 'Unfair Economic Practices'; • Citi Strategist King Is Listening to 'Money Market Nerds'; • HSBC's Major Says Treasuries Inflation Gauge Overstates Outlook more
Rubrics Morning Comment 10.02.21
10th February 2021
• Pimco Sees Risk in Premature Calls on Pandemic and Inflation; • Fed's Kaplan Expects Temporary Inflation Spikes During Recovery; • Surging Inflation May Force Fed to Resort to Yield Curve-Control; • Biden Presidency Starts With a Giant Bet on Run-It-Hot Economics more
Rubrics Morning Comment 09.02.21
9th February 2021
• Global Markets See Inflation Breaking Out to Multiyear Highs; • House Democrats Unveil First Draft of Stimulus-Bill Measures; • Fed’s Barkin Shrugs Off Inflation Risks From Stimulus Plan: FT; • Democrats Cut Off Relief Checks at $200,000 Household Income more
Rubrics Morning Comment 08.02.21
8th February 2021
• Yellen Sees Full Employment in 2022 With Biden Stimulus Plan; • Treasury Traders See Strongest Inflation Outlook Since 2014; • Dollar Shorts Cut by Most in Four Months on Recovery Bets; • U.S. Jobs Report Disappoints Even as Unemployment Rate Falls more
Rubrics Morning Comment 05.02.21
5th February 2021
• Fed's George Says Still Too Soon to Discuss Tapering Bond Buying; • A Strong Jobs Report Could Doom Biden’s $1.9 Trillion Stimulus; • U.S. Jobless Claims Fall to Lowest Level Since End of November; • Treasuries Curve Steepens to 2015 Levels With a Bump From BOE more
