Rubrics Morning Comment 28.08.25
28th August 2025
•Bessent Repeats Call for Fed Review After Lisa Cook Incident •Behind Trump’s Bid for Fed Dominance Lies a Dangerous Debt Idea •Canadian Firms Absorbing Tariff Costs, Keeping Lid on Inflation •EU to Propose Removing US Tariffs This Week to Meet Trump Demand more
Rubrics Morning Comment 27.08.25
27th August 2025
• Trump Says He’s Prepared for Fight Over Cook’s Ouster From Fed • Home Prices in the US Increase at the Slowest Rate Since 2023 • US Core Capital Goods Orders Rise, Exceeding All Forecasts • Trump Team Weighing Options to Extend Influence to Fed Banks more
Rubrics Morning Comment 26.08.25
26th August 2025
-France’s Government Risks Another Collapse, Weighing on Markets -UK Food Inflation Accelerates as Retailers Face Higher Costs -US New-Home Sales Exceed Forecast Following Upward Revision -Trump Moves to Fire Fed’s Cook, Setting Up Historic Legal Fight more
Rubrics Morning Comment 25.08.25
25th August 2025
• Powell Opens Door to Interest Rate Cut, Citing Labor Markets • Fed’s Jackson Hole Points to a Hard Road Ahead for Powell • Bond Market’s Big Powell Rally Needs Supportive Data to March On • US Inflation to Edge Up as Powell Shifts on Job Market: Eco Week more
Rubrics Morning Comment 22.08.25
22nd August 2025
• EU, US Lay Out Next Steps on Tariffs to Rebalance Trade Ties • US Manufacturing Expands at Fastest Pace Since 2022 on Demand • Euro-Zone Business Activity at 15-Month High Despite Tariffs • UK Private Sector Grows at Fastest Pace in a Year, PMI Shows more
Rubrics Morning Comment 21.08.25
21st August 2025
• Fed Minutes Show Majority of FOMC Saw Inflation as Greater Risk • Powell’s Global Peers to Cheer for Fed in Rebuke to Trump • Fed’s Cook Says She Won’t Be Bullied Into Stepping Down • Japan’s 20-Year Yield Rises to Highest Since 1999 on Fiscal Woes more
Rubrics Morning Comment 20.08.25
20th August 2025
-UK Inflation Accelerated to 18-Month High in July -UK Statistics Body Delays Retail Sales Amid Wider Quality Issues -Trump Widens Metal Tariffs to Target Baby Gear, Motorcycles -Bessent Says China Tariff Status Quo ‘Working Pretty Well’ more
Rubrics Morning Comment 19.08.25
19th August 2025
• Trump Tariff Revenue Helps US Keep AA+ Credit Rating With S&P • UK 30-Year Inflation-Linked Yields Hit Highest Since 1998 (1) • Italy’s Key Yield Nears France as Traders Rethink European Risk • Japan 20-Year Bond Auction Highlights Lingering Fiscal Concerns more
Rubrics Morning Comment 18.08.25
18th August 2025
• Fed Welcomes Central Bankers to Jackson Hole: Eco Week Ahead • Consumer Sentiment Signals Caution After Solid US Retail Sales • US Consumer Sentiment Falls as Inflation Expectations Climb • US Industrial Output Eases as Factories Grapple With Weak Demand more
Rubrics Morning Comment 15.08.25
15th August 2025
• US Producer Prices Rise by Most in Three Years on Services • Traders Trim Fed-Cut Bets as Wholesale Inflation Clouds Outlook • Fed’s Musalem Says Too Early to Make a Call on September Rate • Japan Growth Beats Forecasts, Boosting Rate-Hike Case for BOJ more
