Rubrics Morning Comment 11.09.25
11th September 2025
• US Producer Prices Unexpectedly Drop, First Decline Since April • Labor Inspector General Initiates Review of BLS ‘Challenges’ • US PREVIEW: August CPI Likely Hot - From Services, Not Tariffs • ECB to Hold Rates as Economy Withstands Tariffs: Decision Guide more
Rubrics Morning Comment 10.09.25
10th September 2025
• US Payrolls Marked Down a Record 911,000 in Preliminary Estimate • Trump Can’t Fire Fed Governor Lisa Cook for Now, Judge Says • Macron’s New Premier to Face Protests on First Day in Office • French Borrowing Costs Top Italy’s in Historic Market Shift more
Rubrics Morning Comment 09.09.25
9th September 2025
• Macron Looks for a New Premier Following Bayrou’s Ouster in Vote • Another US Jobs Markdown Sets Stage for Fed Cut, BLS Criticism • Bessent Battles Trump Demands, Market Jitters in Fed Chair Hunt • Japan’s LDP Mulls All-Member Vote for PM on Oct. 4, Reports Say more
Rubrics Morning Comment 08.09.25
8th September 2025
• Weak US Payroll Gain of 22,000 Cements Case for Fed Rate Cut • Starmer Shakes Up UK Government After Messy Rayner Departure • Starmer Shakes Up UK Government After Messy Rayner Departure • Canada Unexpectedly Sheds 65,500 Jobs, Unemployment at 7.1% more
Rubrics Morning Comment 05.09.25
5th September 2025
• US Services Activity Expands at Fastest Pace in Six Months • US Firms Add 54,000 Jobs in ADP Data, Less Than Forecast • US Trade Gap Widens to Largest in Four Months on Import Flurry • US Initial Jobless Claims Rise to Highest Level Since June more
Rubrics Morning Comment 04.09.25
4th September 2025
• US Job Openings Fell in July to Lowest Level in Nearly a Year • Fed’s Beige Book Shows Little or No Growth Across Most of US • Treasuries Rebound After Job Openings Data Confirm Slowdown • UK Budget Troubles Are Back Rocking the Bond Market Again more
Rubrics Morning Comment 03.09.25
3rd September 2025
• US Manufacturing Activity Contracted in August for a Sixth Month • Global Bond Selloff Is Extending With Longer Debt Leading Losses • Euro-Zone Inflation Quickens Beyond 2%, Backing ECB Rate Pause • UK Markets Slide as Debt Angst Drives 30-Year Yield to 1998 High more
Rubrics Morning Comment 02.09.25
2nd September 2025
• Trump Weighs Declaring National Housing Emergency, Bessent Says • Trump Says India Offered to Cut Its Tariffs to ‘Nothing’ • EU Chief’s Plane Affected by Alleged Russian GPS Jamming • Japanese 10-Year Bonds Rise After Strongest Auction Since 2023 more
Rubrics Morning Comment 01.09.25
1st September 2025
-Trump’s Global Tariffs Found Illegal by US Appeals Court -US Consumer Spending Shows Resilience Despite Stubborn Inflation -German Inflation Unexpectedly Quickens Beyond ECB’s 2% Goal -Canadian Economy Shrinks 1.6% as Trade War Crushes Exports more
Rubrics Morning Comment 29.08.25
29th August 2025
• US Economy Expands at Revised 3.3% Rate on Stronger Investment • US Pending Home Sales Fall Again on Affordability Constraints • EU Proposes Removing Tariffs on US Goods After Trump Demand • ECB Officials Saw Inflation Risks as ‘Broadly Balanced’ in July more
