Rubrics Morning Comment 21.01.21
21st January 2021
• Biden Opens His Era With Plea to End 'Uncivil War' Left by Trump; • Biden Team Sees Virus Vow at Risk on New Strain, Vaccine Stumble; • Biden Stimulus Gets Skeptical Response From GOP Moderates; • ABN Amro Sees USD Revival on Economic Boost, Cuts Euro Forecast more
Rubrics Morning Comment 20.01.21
20th January 2021
• Yellen Opens Debate on Giant Spending Saying 'World Has Changed'; • Yellen Says She Won't Seek Weaker Dollar, Wants Market-Set Rates; • Biden Plans 10 Days of Action on Four 'Overlapping' Crises; • U.S. 10-Year Breakeven Inflation Rate Highest Since October 2018 more
Rubrics Morning Comment 19.01.21
19th January 2021
• Yellen Faces Senate to Sell $1.9 Trillion Stimulus Package; • Oil Holds Losses Near $52 Amid Nervousness Over Asian Demand; • Biden Rejects Trump Plan to Rescind EU, U.K., Brazil Travel Bans; • Real Time Economics: The jobs market has a long recovery ahead, says Federal Reserve Chairman Jerome Powell more
Rubrics Morning Comment 18.01.21
18th January 2021
• Yellen Prepared to Affirm Commitment to Market-Determined Dollar Value; • Biden Plans 10 Days of Action on Four 'Overlapping' Crises; • Yellen’s Testimony May Signal Further Dollar Weakness Ahead: ANZ; • Goldman Lifts U.S. Forecast on Biden's $1.9 Trillion Rescue Plan more
Rubrics Morning Comment 15.01.21
15th January 2021
• Biden Seeks $1.9 Trillion for Relief in First Economic Plan; • Powell Bats Down Bond-Taper Talk, Warning Against an Early Exit; • Cool Market Response to Biden Stimulus Points to Senate Test; • Goldman Sachs Raises End-2021 U.S. 10-Year Yield Call to 1.5% more
Rubrics Morning Comment 14.01.21
14th January 2021
• Biden aides told congressional allies to expect Covid relief package with roughly $2 trillion price tag; • Treasuries Slide on Report of Biden’s $2 Trillion Aid Proposal; • Fed Talk of Taper Rekindles Specter of Wrenching 2013 Tantrum; • Trigger Point Looms for Rising Yields to Upset Risk Asset Run more
Rubrics Morning Comment 13.01.21
13th January 2021
• Two Fed Officials Push Back on Talking Bond Taper Any Time Soon; • Biden Aims for Deal With Republicans on Covid Relief Package; • Liz Cheney, No. 3 GOP Leader, Will Vote to Impeach Trump; • Fed Talk of Taper Rekindles Specter of Wrenching 2013 Tantrum more
Rubrics Morning Comment 12.01.21
12th January 2021
• Morgan Stanley Drops Weak Dollar Call on Regime Shift in Rates; • Fed Officials See Strong U.S. Rebound, Fanning Talk of Taper; • Trump and Pence Signal President Won't Resign or Be Removed; • Democrats to Open Trump Impeachment Wednesday Unless Pence Acts more
Rubrics Morning Comment 11.01.21
11th January 2021
• Biden Demands Trillions in New Aid, Renews $2,000-Checks Goal; • U.S. Jobs Recovery Falters as Virus Surge Snaps Hiring Streak; • Pelosi Says House Will Vote to Impeach Trump Unless Pence Acts; • Clarida Doesn't See the Fed Paring Asset Purchases in 2021 more
Rubrics Morning Comment 08.01.21
8th January 2021
• Sharp U.S. Hiring Downshift Projected With More Risks On Horizon; • Harker Says Fed May Begin Paring Bond Purchases in Late 2021 ; • Fed's Kaplan Says Expect Rising Bond Yields as Economy ; • Quants Ditch Treasuries Amid Battle Over How High Yields Can Go more
