Rubrics Morning Comment 07.11.25
7th November 2025
• Bank of England Holds Rates at 4% and Tees Up December Cut • German Exports Surge Most in 10 Months as US Trade Picks Up • US Companies Announce Most October Job Cuts in Over 20 Years • Judge Orders Officials to Fully Fund Food Aid Amid Shutdown more
Rubrics Morning Comment 06.11.25
6th November 2025
• US Services Activity Expands at Fastest Pace in Eight Months • US Companies Added 42,000 Jobs in October, ADP Data Show • Supreme Court’s Trump Tariff Skepticism Means Uncertainty Reigns • BOE Set to Hold Rates at 4% as Budget Looms: Decision Guide more
Rubrics Morning Comment 05.11.25
5th November 2025
• Democratic Sweep Gives Party a Roadmap for Winning in Trump Era • Mamdani Makes History With Decisive Win in NYC Mayoral Race • Flight to Treasuries Shows Some Fear Stock Slump Has Room to Run • Canada Set to Add $119 Billion to Deficits as Growth Stalls more
Rubrics Morning Comment 04.11.25
4th November 2025
• US Manufacturing Shrinks for Eighth Month on Sluggish Demand • Governors, Redistricting Elections Tuesday Offer Clues for 2026 • Riskiest Consumer Borrower Ranks Swell as Personal Loans Surge • RBA Holds Key Rate as Bullock Says Board Doesn’t Have a Bias more
Rubrics Morning Comment 03.11.25
3rd November 2025
• Treasuries Rally Is Proving Trump’s ‘Sell America’ Critics Wrong • China to Suspend Some Rare-Earth Curbs and US Chip Firm Probes • Fed ‘Chorus’ Comes Out Against Latest Cut, Citing Inflation • Bond Traders Turn to Private Data After Powell Clouds Fed Path more
Rubrics Morning Comment 28.10.25
28th October 2025
• Trump’s New Trade Deals Give US an Edge Over Southeast Asia • US-China Trade Truce Leaves Fundamental Issues Unresolved • Here Are the Five Contenders to Replace Powell as Fed Chair • Trump Hails Ally Japan, Offers Takaichi ‘Anything You Want’ more
Rubrics Morning Comment 24.10.25
24th October 2025
• Trump Says Canada Trade Talks Terminated, Citing Tariff Ad Ire • Trump Seeks Elusive Trade Deal With Xi in High-Stakes Meeting • Treasuries’ October Gains at Risk From CPI ‘Tipping Point’ • UK Retail Sales Rise Again in Unexpected Boost for Economy more
Rubrics Morning Comment 23.10.25
23rd October 2025
• US Considers Broad Software Curbs on China, White House Says • Fed’s Loss of ADP Labor Statistics Adds to Data Vacuum • EU Adopts New Sanctions Package That Targets Russian Energy • BOJ Watchers Push Back Rate Hike Call After Takaichi Takes Helm more
Rubrics Morning Comment 22.10.25
22nd October 2025
• UK Inflation Stays Lower Than Expected as Food Prices Fall • Japan’s Exports Advance for First Time Since April on Chips • Trump Sees Successful Xi Meeting, But Allows It Might Not Happen • Canada Inflation Quickens to 2.4%, Core Measures Heat Up more
Rubrics Morning Comment 21.10.25
21st October 2025
• Sanae Takaichi Becomes Japan’s First Female Prime Minister • Japan Shifts to the Right Under ‘Iron Lady’ Admirer Takaichi • Trump Makes Rare Earths Deal With Australia to Fight China • EU Nations Strike Deal to Ban Russian Gas by End of 2027 more
