Rubrics Morning Comment 30.05.25
30th May 2025
• Trump Wins Tariff Reprieve as Trade Agenda Faces Rollback • Obscure Tax Item in Trump’s Big Bill Alarms Wall Street • Trump Pressed Powell to Lower Rates in White House Meeting • UK Business Confidence Hits 9-Month High in Boost for Starmer more
Rubrics Morning Comment 29.05.25
29th May 2025
• Trump Global Tariffs Deemed Illegal, Blocked by Trade Court • Dollar Rises With Treasury Yields as Trump Faces Tariff Setback • Fed Well Positioned to Wait for Clarity on Outlook, Minutes Say • Trump Can Offset Tariff Ruling With Other Tools, Goldman Says more
Rubrics Morning Comment 28.05.25
28th May 2025
-Transatlantic Thaw Sparks Six-Week Race for US-EU Trade Deal -US Consumer Confidence Jumps Most in Four Years on Trade Truce -Japan 40-Year Bond Sale Demand Weakens on Volatility Surge (2) -China Seeks to Slow Yuan’s Gains After Months of Propping It Up more
Rubrics Morning Comment 27.05.25
27th May 2025
-Japan Loses Top Creditor Status for First Time in 34 Years -UK Food Inflation Highest in a Year as Grocers Face More Costs -EU Plans to ‘Fast Track’ Trade Talks With US Amid Tariff Fight -‘Revenge Tax’: Trump Bill Hits Allies That Have Digital Taxes more
Rubrics Morning Comment 26.05.25
26th May 2025
• Trump Threatens EU, Smartphones as Tariff Rhetoric Escalates • Trump Extends Deadline for 50% Tariffs on EU Goods to July 9 • Fed to Take in Stride Another Month of Tame Inflation: Eco Week • European Bonds Rally as Trump Tariff Threat Fuels Rate-Cut Bets more
Rubrics Morning Comment 23.05.25
23rd May 2025
• Trump Tax Bill Narrowly Passes House, Overcoming GOP Infighting • Trump’s Next Hurdle: The Bond Market Hates His ‘Beautiful Bill’ • Supreme Court Shields Fed While Letting Trump Oust Officials • US Business Activity, Sentiment Improve as Tariff Anxiety Eases more
Rubrics Morning Comment 22.05.25
22nd May 2025
• Bond Market Warns Trump, Congress on Dangers of Swelling Deficit • Trump Tax Bill Holdouts Lured With SALT Hike, Medicaid Cuts • Trump Floats a Public Offering for Fannie Mae, Freddie Mac • The Trump Family’s Money-Making Machine more
Rubrics Morning Comment 21.05.25
21st May 2025
• Traders Brace for Treasury 10-Year Yield at 5% as Mood Sours • Buyers Recoil From Japanese Bonds in Warning on BOJ Tapering • UK Inflation Surge Prompts Traders to Rein In Bets on BOE Cuts • G-7 Countries Discuss Tariffs on Low-Value Chinese Products more
Rubrics Morning Comment 20.05.25
20th May 2025
• Australia Delivers ‘Dovish’ Rate Cut, Sending Currency Lower • Fed Officials Signal Possible Hold Until at Least September • Britain’s Big EU Reset Turns Out to Be Just the Start of Talks • LA Port Shipments Fell 30% in Early May After Trump Tariffs more
Rubrics Morning Comment 19.05.25
19th May 2025
• White House Criticizes Moody’s Downgrade to US Credit Rating • Bessent Calls Moody’s ‘Lagging Indicator’ of US Fiscal Health • Trump Tax Bill Advances After GOP Deal for Faster Medicaid Cuts • US Consumer Sentiment Nears Record Low on Inflation Concerns more
