Rubrics Morning Comment 04.02.21
4th February 2021
• Biden Vows No Retreat on $1,400 Checks, Open to Tightening Rules; • House Adopts Budget Measure in Bid to Fast Track Biden Stimulus; • Fed Officials Play Down Wild Stocks, See Policy in a 'Good Spot'; • Treasury Curve Steepens to February 2016 Levels Before Sales more
Rubrics Morning Comment 03.02.21
3rd February 2021
• Fed Dissent and Bond Volatility Are in Powell's Taper Future; • U.S. INSIGHT: Phantom Stimulus Arrives as Wealth Effect Surges; • Senate Democrats Move to Put Biden Stimulus Plan on Fast Track; • Oil Buoyant Near $55 as Falling Stockpiles Add Impetus to Rally more
Rubrics Morning Comment 02.02.21
2nd February 2021
• U.S. Hits Pandemic Milestone With More Vaccinated Than Cases; • Biden Will Push for Big Stimulus Even After 'Productive' Meeting; • U.S. Treasury Slashes Quarterly Borrowing More Than Expected; • Silver Rally Runs Into Roadblock as Margins Rise, Warnings Mount more
Rubrics Morning Comment 01.02.21
1st February 2021
• J&J Vaccine Provides Strong Shield Against Severe Covid; • Republican Stimulus Offer Challenges Biden to Split Aid Package; • Abundant Cash Drags Libor Near to All-Time Low: Liquidity Watch; • Fed's Kaplan Expects 'Enthusiastic' Debate on Taper Timing more
Rubrics Morning Comment 29.01.21
29th January 2021
• U.S. Economic Growth Moderated to 4% in Final Quarter of 2020; • Biden Calls Republican Senators as Stimulus Hits Roadblocks; • Yellen Faces 'Currency War' Redux as She Ditches a Strong Dollar; • The Covid-19 Pandemic Has Added $19.5 Trillion to Global Debt more
Rubrics Morning Comment 28.01.21
28th January 2021
• Fed's Powell More Worried by Cool Economy Than Hot Markets; • Democratic Staff Prep Two Options for Package: Stimulus Update; • Fed Faces ‘Difficult’ Choices as Liquidity Provider: Barclays; • Powell Says No Bond Taper for 'Some Time' as Recovery Moderates more
Rubrics Morning Comment 27.01.21
27th January 2021
• Powell, With Year to Run at Fed, Aims to Avoid Past QE Mistake; • Fed to Avoid Early Exit or Bond-Taper Signal: Decision-Day Guide; • Schumer Eyes Quick Action on Democrats-Only Relief as GOP Balks; • Treasury 10-Year Yield May Peak at 3%-3.25% Within Years: BofA more
Rubrics Morning Comment 26.01.21
26th January 2021
• Biden 'Open to Negotiate' on Stimulus, Seeks GOP Backing; • Moderna Says Shot Works Against Variants, Developing Booster; • U.S. 10-Year Yield Likely Peaked Out Before 1.2%: SMBC Nikko; • McConnell Says He'll Make Deal With Schumer on Power Sharing more
Rubrics Morning Comment 25.01.21
25th January 2021
• White House Pushed by Bipartisan Lawmakers on Relief Plan's Size; • World's Economic Recovery Delayed by Slow Vaccine Rollouts; • Pandemic-Era Central Banking Is Creating Bubbles Everywhere; • Fed to Taper Asset Purchases in 2022 or Later, Say Economists more
Rubrics Morning Comment 22.01.21
22nd January 2021
• Reflation Bets Stumble as Options Traders Wager on Near-Term Rut; • When the Fed Tapers, the Market Will Have a Tantrum: Bill Dudley; • Biden Unveils Virus Plan But Says 100,000 May Die in Next Month; • Yellen Leaves Door Open to Tax Increase on Wealthy Americans more
