Rubrics Morning Comment 29.06.26
29th June 2026
• US Goods Trade Deficit Widens to Biggest in More Than a Year • US Consumer Sentiment Rises But Remains Close to Record Low • Trump Vows 100% Tariff on Europe Over Digital Services Taxes • Burnham Pledges Sweeping Devolution in Bid for UK Premiership more
Rubrics Morning Comment 26.06.26
26th June 2026
• US Inflation Climbs to Three-Year High, Spending Picks Up • Bond Traders Trim Fed Rate-Hike Bets After Benign Inflation Data • EU Gives US Trade Deal Final Approval Ahead of Trump Deadline • Burnham Inherits a UK Economy That’s Just Starting to Look Up more
Rubrics Morning Comment 25.06.26
25th June 2026
• Debasement Trade Is Unraveling and Kevin Warsh Is One Big Reason • US 30-Year Yield Lowest Since April as Inflation Fears Ease • US New-Home Sales Unexpectedly Fall Amid High Mortgage Rates • Takaichi Unveils Unprecedented $2.3 Trillion Japan Spending Plan more
Rubrics Morning Comment 24.06.26
24th June 2026
· Treasuries See Good Auction Demand as Rate-Hike Bets Trimmed (1) · Trump Vows Economy to Rebound as Iran Price Shocks Reverberate · Euro Weakest in a Year as Lagarde’s Talk Diverges From Fed (2) · BOJ Summary Affirms Rate Hike Stance as Inflation Risks Mount more
Rubrics Morning Comment 15.06.26
15th June 2026
• US and Iran Agree to Halt War, Restart Middle East Oil Shipments • US Consumer Sentiment Picks Up on Easing Gasoline Prices • UK Economy Shrank in April as Iran War Started to Take Toll • BOJ Set to Hike Rates to Highest Since 1995 Despite Ueda Absence more
Rubrics Morning Comment 12.06.26
12th June 2026
• US Producer Prices Rise at Fastest Pace Since November 2022 • US Jobless Claims Jump to 229,000, Highest Since February • ECB Hikes With Lagarde Warning That Inflation Risk Is Spreading • ECB Officials See Next Rate Increase Possible as Soon as July more
Rubrics Morning Comment 11.06.26
11th June 2026
• US Inflation Picks Up to Three-Year High, Eroding Paychecks • Bond Traders Bet on a Fed Hike in 2026 Even After Soft Core CPI • US Refunds $22 Billion Tariffs, Offsetting Customs Revenue • Bank of Canada Holds at 2.25% and Warns of Policy ‘Dilemma’ more
Rubrics Morning Comment 10.06.26
10th June 2026
• US Small-Business Optimism Falls to Lowest Since 2024 • US Trade Gap Narrows as Oil Exports Offset AI-Related Imports • US Existing-Home Sales Jump to Year’s Highest, Top Forecasts • Bond Trader Positioning Signals Fed Rate Hikes Are Coming Fast more
Rubrics Morning Comment 09.06.26
9th June 2026
• Fed Seen With Case to ‘Hike Right Now’ as Bar to Act Gets Lower • Trump’s Economy Polling Slides as Iran War Saps His Superpower • Trump’s $100,000 H-1B Visa Application Fee Rejected by Judge • German Industrial Output Rises for First Time Since War Began more
Rubrics Morning Comment 08.06.26
8th June 2026
• US Hiring Surged in May, Boosting Bets on Fed Rate Hike • US Bonds Slide as Strong Jobs Data Fuels Bets on 2026 Fed Hike • World Cup Likely Boosted Blowout US, Canada Jobs Numbers • ECB Risks Repeating 2011 Mistake With Rate Hike, Economists Warn more
