Rubrics Morning Comment 16.09.25
16th September 2025
• UK Employment Falls, Wages Slow as Labor Market Weakens • Trump Bid to Fire Cook Before Fed Rates Meeting Blocked by Court • Miran Wins Fed Post Confirmation as Senate Backs Trump Pick • Japan Reformer Koizumi Joins Leadership Race; Yen Strengthens more
Rubrics Morning Comment 15.09.25
15th September 2025
• France’s Debt Woes Mount as Fitch Downgrades Credit Rating • Global 36-Hour Rate Spree Heralds First US Cut of 2025: Eco Week • US Consumer Sentiment Falls to Lowest Since May on Job Worries • US Funding Markets Enter New Era of Volatility as Costs Rise more
Rubrics Morning Comment 12.09.25
12th September 2025
• US Core CPI Rises as Expected, Keeping Fed on Track for Rate Cut • US Initial Jobless Claims Jump to Highest in Almost Four Years • ECB Keeps Interest Rates on Hold and Traders Rule Out More Cuts • UK Economy Stagnated in July as Headwinds Build Ahead of Budget more
Rubrics Morning Comment 11.09.25
11th September 2025
• US Producer Prices Unexpectedly Drop, First Decline Since April • Labor Inspector General Initiates Review of BLS ‘Challenges’ • US PREVIEW: August CPI Likely Hot - From Services, Not Tariffs • ECB to Hold Rates as Economy Withstands Tariffs: Decision Guide more
Rubrics Morning Comment 10.09.25
10th September 2025
• US Payrolls Marked Down a Record 911,000 in Preliminary Estimate • Trump Can’t Fire Fed Governor Lisa Cook for Now, Judge Says • Macron’s New Premier to Face Protests on First Day in Office • French Borrowing Costs Top Italy’s in Historic Market Shift more
Rubrics Morning Comment 09.09.25
9th September 2025
• Macron Looks for a New Premier Following Bayrou’s Ouster in Vote • Another US Jobs Markdown Sets Stage for Fed Cut, BLS Criticism • Bessent Battles Trump Demands, Market Jitters in Fed Chair Hunt • Japan’s LDP Mulls All-Member Vote for PM on Oct. 4, Reports Say more
Rubrics Morning Comment 08.09.25
8th September 2025
• Weak US Payroll Gain of 22,000 Cements Case for Fed Rate Cut • Starmer Shakes Up UK Government After Messy Rayner Departure • Starmer Shakes Up UK Government After Messy Rayner Departure • Canada Unexpectedly Sheds 65,500 Jobs, Unemployment at 7.1% more
Rubrics Morning Comment 05.09.25
5th September 2025
• US Services Activity Expands at Fastest Pace in Six Months • US Firms Add 54,000 Jobs in ADP Data, Less Than Forecast • US Trade Gap Widens to Largest in Four Months on Import Flurry • US Initial Jobless Claims Rise to Highest Level Since June more
Rubrics Morning Comment 04.09.25
4th September 2025
• US Job Openings Fell in July to Lowest Level in Nearly a Year • Fed’s Beige Book Shows Little or No Growth Across Most of US • Treasuries Rebound After Job Openings Data Confirm Slowdown • UK Budget Troubles Are Back Rocking the Bond Market Again more
Rubrics Morning Comment 03.09.25
3rd September 2025
• US Manufacturing Activity Contracted in August for a Sixth Month • Global Bond Selloff Is Extending With Longer Debt Leading Losses • Euro-Zone Inflation Quickens Beyond 2%, Backing ECB Rate Pause • UK Markets Slide as Debt Angst Drives 30-Year Yield to 1998 High more
