Rubrics Morning Comment 25.06.25
25th June 2025
-Powell Says Higher Inflation Outlook Keeping Fed on Hold for Now -US Consumer Confidence Drops on Broad Concerns About Economy -Home-Price Gains in US Slow as Buyers Squeezed by High Rates -Germany to Sell More Debt to Fund Growth and Defense Plans more
Rubrics Morning Comment 24.06.25
24th June 2025
• Netanyahu Confirms Israel Has Agreed to Ceasefire With Iran • Powell Headed for Congressional Grilling Over Fed’s Rate Hold • Goolsbee Says Fed Can Cut Rates If Tariff Inflation Doesn’t Come • Fed’s Bowman Says ‘Time Has Come’ to Reform Key Capital Rule more
Rubrics Morning Comment 23.06.25
23rd June 2025
• World Braces for Iran’s Response After US Strikes Signal New Era • Dollar Gains as the World Awaits Iran’s Response to US Attack • US Strikes on Iran Come at Fragile Moment for the Global Economy • Mild US Inflation Is Backdrop for Fed’s Powell on Hill: Eco Week more
Rubrics Morning Comment 11.06.25
11th June 2025
• World Bank Warns 2020s Face Weakest Global Growth Since 1960s • US, China Officials Agree on Plan That Awaits Xi, Trump Sign-Off • Bessent Emerging as a Contender to Succeed Fed’s Powell • Trump Tariffs Can Stay in Effect Longer, Appeals Court Says more
Rubrics Morning Comment 10.06.25
10th June 2025
• US, China Hold Trade Talks in London to Address Export Curbs • Trump Says China ‘Not Easy’ as Trade Talks to Resume Tuesday • UK Employment Plummets as 276,000 Jobs Lost Since Reeves Budget • BOJ’s Ueda Says Inflation Is Still Below Target, Weakening Yen more
Rubrics Morning Comment 09.06.25
9th June 2025
• US Jobs Report Points to Gradual Moderation in Labor Market • Trump Pressures Fed’s Powell to Cut Rates ‘A Full Point’ • Collapsing Immigration Makes US Jobs Data Harder to Read for Fed • Japan Confirms GDP Contraction, Backing BOJ’s Cautious Stance more
Rubrics Morning Comment 06.06.25
6th June 2025
• Trump, Xi Agree to More Trade Talks as Rare Earths Dispute Cools • US Trade Deficit Narrows by Most on Record as Imports Plunge • Lagarde Says ECB Nearing End of Cycle After Eighth Rate Cut • ECB’s Muller Sees Rate Cuts Near End as Villeroy Hails ‘Victory’ more
Rubrics Morning Comment 05.06.25
5th June 2025
• US Services Activity Contracts for First Time in Nearly a Year • US Hiring Cools to Slowest Pace in Two Years, ADP Data Show • CBO Says GOP Tax Bill Would Add $2.4 Trillion to US Deficits • ECB to Cut Rates as Trade Mess Weighs on Economy: Decision Guide more
Rubrics Morning Comment 04.06.25
4th June 2025
• Trump Signs Order Doubling US Steel, Aluminum Tariffs to 50% • US Job Openings Unexpectedly Rose in April and Hiring Picked Up • Euro-Zone Inflation Slows Below 2%, Backing More ECB Cuts • Netherlands Faces Months in Limbo After Government Collapses more
Rubrics Morning Comment 03.06.25
3rd June 2025
-Trade Pacts With China, Europe Prove Elusive for Volatile Trump -US Manufacturing Activity Contracted in May for a Third Month -EU Warns It Could Accelerate Retaliatory Tariffs Over US Duties -China’s Private Factory Gauge Plunges to Weakest Since 2022 more
