Rubrics Morning Comment 29.09.25
29th September 2025
• Subdued US Job Growth Expected Ahead of Fed Meeting: Eco Week • US Consumer Spending Beats Estimates With Core Inflation Steady • Canada Economy on Track to Bounce Back in Third Quarter • Euro Zone Inflation at Five-Month High Will Keep ECB on Hold more
Rubrics Morning Comment 26.09.25
26th September 2025
• US Economy Grows at Fastest Pace in Nearly Two Years on Consumer • Trump Plans New Tariff Push With 100% Rate on Patented Drugs • Economic Luminaries Enter Legal Battle Over Fed Independence • Logan Says Fed Should Consider Replacing Its Benchmark Rate more
Rubrics Morning Comment 25.09.25
25th September 2025
• US New-Home Sales Unexpectedly Jump Over 20% in Broad Advance • Bessent Chides Powell for Not Championing Interest Rate Cuts • German Business Outlook Declines in Blow to Merz’s Growth Pledge • UK Budget Angst Hits Gilt Auctions as Investor Appetite Fades more
Rubrics Morning Comment 24.09.25
24th September 2025
• Powell Reiterates No Risk-Free Path for Fed Amid Dual Threats • US Business Activity Cools as Growth of Selling Prices Eases • Euro-Zone Private Sector Grows at Fastest Pace in 16 Months • UK Export Orders Fall at Fastest Pace in Five Months, PMI Shows more
Rubrics Morning Comment 23.09.25
23rd September 2025
• Treasuries Fall for Fourth Day as Fed Speakers Signal Caution • Inflation Is Worse Than the CPI Shows, Says Ex US Comptroller • Fed’s Miran Makes an Outlier’s Argument for Cutting Rates • ECB’s Nagel Plays Down Fears That Strong Euro Will Hurt Exports more
Rubrics Morning Comment 18.09.25
18th September 2025
• Powell Rallies Fed Colleagues as Economic, Political Risks Grow • Powell’s Caution Dashes Bond-Market Bets on Aggressive Rate Cuts • Bank of Canada Cuts to 2.5%, Moving ‘Carefully’ Amid Risks • Bank of England Gilts Plan to Eclipse Rates Vote: Decision Guide more
Rubrics Morning Comment 17.09.25
17th September 2025
· Fed Rate Cut to Mark Pivot Toward Job Market: Decision-Day Guide · US Retail Sales Beat Forecasts in Sign of Solid Summer Spending · Bank of Canada to Cut as Tariffs Hit Jobs Market: Decision Guide · Euro Hits Four-Year High as Traders Prepare for Fed Rate Cut more
Rubrics Morning Comment 16.09.25
16th September 2025
• UK Employment Falls, Wages Slow as Labor Market Weakens • Trump Bid to Fire Cook Before Fed Rates Meeting Blocked by Court • Miran Wins Fed Post Confirmation as Senate Backs Trump Pick • Japan Reformer Koizumi Joins Leadership Race; Yen Strengthens more
Rubrics Morning Comment 15.09.25
15th September 2025
• France’s Debt Woes Mount as Fitch Downgrades Credit Rating • Global 36-Hour Rate Spree Heralds First US Cut of 2025: Eco Week • US Consumer Sentiment Falls to Lowest Since May on Job Worries • US Funding Markets Enter New Era of Volatility as Costs Rise more
Rubrics Morning Comment 12.09.25
12th September 2025
• US Core CPI Rises as Expected, Keeping Fed on Track for Rate Cut • US Initial Jobless Claims Jump to Highest in Almost Four Years • ECB Keeps Interest Rates on Hold and Traders Rule Out More Cuts • UK Economy Stagnated in July as Headwinds Build Ahead of Budget more
