Rubrics Morning Comment 28.08.26
28th August 2026
• US Goods-Trade Deficit Widens to Largest Since March 2025 • Two Fed Officials Say Rates Not In Restrictive Territory • ECB Officials Discussed Need for ‘Mildly Restrictive’ Policy • Faster Tokyo Inflation Supports Near-Term BOJ Rate Hike Case more
Rubrics Morning Comment 27.08.26
27th August 2026
• Key US Inflation Gauge Posts Muted Advance, Spending Stalls • US Economy Expands 1.5% With Spending, Investment Revised Up • Warsh’s Peers to Highlight Global Inflation Risk at Jackson Hole • Deputy Chief Keeps BOJ on Track for Expected September Hike more
Rubrics Morning Comment 26.08.26
26th August 2026
• US New-Home Sales Decline to Lowest Level Since January • US Consumer Confidence Hits Seven-Month Low on Worse Outlook • Carney Matches Trump Tariffs With 50% Tax on US Dairy, Steel • German Economic Revival Gathers Pace as Business Optimism Jumps more
Rubrics Morning Comment 25.08.26
25th August 2026
• Bessent Stops Short of New Bond Measures Amid Report on Cash Use • Lutnick’s Intervention in Canada Talks Draws Praise, Blame • Trump Vows to Double Canadian Auto Tariffs, Escalating Fight • Canada to Unveil Trump Tariff Response Including Loans, Benefits more
Rubrics Morning Comment 21.08.26
21st August 2026
• Bessent Flags Bigger Debt Buyback Potential, Coming Fiscal Plan • Investors Warn US Over Shifting From Predictable Debt Management • UK Retail Sales Drop for the First Time in Three Months • Japan’s Inflation Picks Up, Backing BOJ’s Case for Rate Hike more
Rubrics Morning Comment 20.08.26
20th August 2026
• Bessent Deploys Debt Buybacks in Sign of Concern Over Yield Rise • Fed Minutes Show Many Officials Said Rate Hikes May Be Needed • US Public Debt Hits $40 Trillion, Raising ‘Doom Loop’ Risk • US Set to Cut Tariffs on Canada Metals, Autos in Trade Deal more
Rubrics Morning Comment 19.08.26
19th August 2026
• Trump Delays Canada Tariffs at Last Minute After Tentative Deal • New US Residential Construction Slows in Broad-Based Decline • Germany Sells 30-Year Bonds at the Highest Yield Since 2011 • UK Inflation Climbs to Four-Month High as Energy Bills Rise more
Rubrics Morning Comment 18.08.26
18th August 2026
· Bond Slump Sends Long-Term Borrowing Costs to Highest in Decades · Gasoline Price Rebound Pushes Canada Inflation Rate to 3% · Trump, Carney Talk Trade as Negotiators Battle Over Autos · UK Firms Shed Employees, Wage Growth Slows in Tepid Labor Market more
Rubrics Morning Comment 17.08.26
17th August 2026
• US Retail Sales Fall Most Since May 2025 After Solid Demand Run • US Consumer Sentiment Drops for First Time in Three Months • Bonds Face a Bigger Threat Than the Fed as Global Rates Climb • Japan 10-Year Yield Rises to Highest Since 1996 on BOJ Hike Bets more
Rubrics Morning Comment 13.08.26
13th August 2026
• US Core Inflation Comes in Subdued, Easing Pressure on Fed • US Sells 10-Year Debt at Highest Yields Since Financial Crisis • UK Economy Weathers Early Months of Iran War With 0.4% Growth • Japan’s Government Is Said to Support Faster BOJ Rate Hike more
