Rubrics Morning Comment 20.03.26
20th March 2026
• Bonds Tumble Worldwide as Iran War Stokes Bets on Rate Hikes • Lagarde Says ECB Well Placed to Handle War Risks as Rates Held • US Regulators Unveil Plans to Ease Big Bank Capital Rules • BOE ‘Ready to Act’ on Inflation After 9-0 Vote to Hold Rates more
Rubrics Morning Comment 19.03.26
19th March 2026
• Fed Holds Rates Steady, Powell Vows to Stay Amid DOJ Probe • BOJ Says Will Raise Rates if Outlook Stays on Track After Hold • Bank of Canada Holds Rates, Looks Through Near-Term Oil Risk • Oil Jumps as Major Energy Assets Targeted in Mideast Conflict more
Rubrics Morning Comment 18.03.26
18th March 2026
• Fed Officials to Hold Rates, Weigh Oil Shock: Decision-Day Guide • Trump Expects Xi Summit in ‘Five or Six Weeks’ as War Rages • EU to Restart Process to Ratify US Trade Deal After Block • Rayner Says Labour ‘Running Out of Time’ in Critique of Starmer more
Rubrics Morning Comment 16.03.26
16th March 2026
• Central Banks Confront Fresh Inflation Threat as War Jolts Oil • US Economy Lost Some Momentum, Inflation Held Firm Ahead of War • US Job Openings Broadly Picked Up in January, Layoffs Fell • Canadian Bonds Surge After Economy Loses Most Jobs Since 2022 more
Rubrics Morning Comment 13.03.26
13th March 2026
• War Cost Sinks Long-Term Government Bonds on Deficit Worries • US Trade Gap Narrowed in January by More Than Projected • US to Ease Ship Rule in Bid to Tame Spiraling Fuel Prices • Britain’s Economy Unexpectedly Stalled at Start of the Year more
Rubrics Morning Comment 12.03.26
12th March 2026
• IEA to Release Record 400 Million Barrels From Oil Reserves • US Core Inflation Slowed as Expected Before War With Iran • US Starts Trade Probe Into China, EU as Trump Revives Duties • EU Warns Iran Conflict Could Push the Bloc’s Inflation Above 3% more
Rubrics Morning Comment 11.03.26
11th March 2026
• Global Leaders Race to Shield Their Economies From War Shocks • IEA Proposes Largest Ever Oil Stockpile Release, WSJ Says • Trump Officials’ Mixed Iran Messages Prompt More Volatility • Australian Dollar Offers Market Refuge on Yields, Energy Prices more
Rubrics Morning Comment 10.03.26
10th March 2026
• Trump Signals Possible End to War, Floats Removing Oil Sanctions • G-7 Ready to Release Oil Stocks If Needed But ‘Not There Yet’ • UK Consumer Confidence Plunges to Four-Month Low Amid Iran War • Japan Confirms Economy Expanded as Takaichi Urges Investment more
Rubrics Morning Comment 09.03.26
9th March 2026
• US Unexpectedly Sheds 92,000 Jobs, Unemployment Rate Rises • US Retail Sales Fell in January on Fewer Vehicle Purchases • German Industrial Production Unexpectedly Drops, Orders Plummet • Oil Surges Above $100 as Iran War Chokes Off Supply more
Rubrics Morning Comment 06.03.26
6th March 2026
• Bond Traders Scour Jobs Data to Gauge Fed Path Amid Oil Shock • Trump Team Downplays Treasury Oil Futures Trades as Prices Surge • US Mulls Requiring Permits for Global Nvidia, AMD AI Chip Sales • US Jobless Claims Stay Low in Sign of Steadying Labor Market more
