Rubrics Morning Comment 20.10.25
20th October 2025
• French Bond Futures Slide After S&P Downgrade on Budget Risk • Japan’s LDP Reaches Coalition Deal to Set Up Takaichi as Premier • Trump Lists Top Demands on China Before Trade Talks Resume • US-China Talks Planned Next Week as Trump Plays Down Tariffs more
Rubrics Morning Comment 17.10.25
17th October 2025
• France’s Lecornu Faces Budget Clash After Surviving Ouster Votes • US Nears Tariff Relief for Auto Industry After Lobbying Push • US Tariff Take Helps Trim 2025 Deficit to $1.78 Trillion • Banks’ Trio of Alleged Frauds Sparks Fear of Broader Issues more
Rubrics Morning Comment 16.10.25
16th October 2025
• Lecornu Set to Survive No-Confidence Votes in French Parliament • UK Economy Ekes Out Modest Growth as Factories Recover • Fed’s Beige Book Finds US Economic Activity Little Changed • Bessent Floats Longer-Term China Truce After Rare Earths Gambit more
Rubrics Morning Comment 15.10.25
15th October 2025
• Powell Signals Another Cut as Weak Hiring Pressures Unemployment • Trump Threatens China Cooking Oil as Payback for Soy Boycott • French Premier Lecornu Wins Crucial Socialist Party Backing • Japan’s Surprise Kingmaker Tamaki Has Shot at Becoming Next PM more
Rubrics Morning Comment 13.10.25
13th October 2025
• Trump, Vance Open Door to China Deal as Trade Spat Drags On • Xi’s Red Line on Trump’s Export Curbs Threatens to Upend Truce • Macron Appoints French Cabinet in New Bid to Quell Crisis • Japan’s Decades-Old Ruling Coalition Collapses, Jolting Markets more
Rubrics Morning Comment 10.10.25
10th October 2025
• Japan’s Ruling Coalition Set to Fall Apart, NHK Says • Japan’s Economy Likely Shrank Last Quarter as Tariffs Hit Hard • BLS Recalls Staff to Ready September CPI Report by Month’s End • ECB Officials Decided Against Protective Cut on Inflation Risks more
Rubrics Morning Comment 09.10.25
9th October 2025
• Fed Minutes Show Debate Over Balance Sheet Runoff Continues • EU Sees New US Trade Demands Hollowing Out Trump Deal • Macron Seeks to End French Chaos With New Premier by Friday • Japan’s Takaichi Faces Early Test as Coalition Talks Stall more
Rubrics Morning Comment 07.10.25
7th October 2025
• French Premier Quits After Macron’s Cabinet Gamble Backfires • French Markets Sink Amid Growing Fears of Political Paralysis • Trump Eyes Health Care Talks With Democrats to End Shutdown • Yen Carry Trade Is Back on Radar After Takaichi Jolts Markets more
Rubrics Morning Comment 06.10.25
6th October 2025
• Takaichi Win Jolts Yen and Japanese Bonds, Triggers Stock Surge • US Services Gauge Falls on Weakest Business Activity Since 2020 • Fed Set to Drive Global Rate Cuts as Europe Shifts to Pause • OPEC+ Meeting, Fed Minutes, Japan Vote: Week Ahead Oct. 4-10 more
Rubrics Morning Comment 03.10.25
3rd October 2025
• US Hiring Plans, Job-Cut Announcements Drop in Challenger Report • Bessent Sees China Progress as Soy Fight Echoes Rare Earth Spat • Italy Reaches 3% Deficit With Meloni Pushing Tax Cuts, Defense • Japan’s Jobless Rate Edges Up to Highest in Over a Year more
