Rubrics Morning Comment 13.07.26
13th July 2026
• Fed Vows to Deliver Price Stability in Monetary Policy Report • Canada Adds 18,200 Jobs in June as Young Workers Catch a Break • Euro-Area Outlook Cut By Economists as Iran War Weighs on Region • Burnham Clears Final Hurdle to Becoming Next UK Premier more
Rubrics Morning Comment 10.07.26
10th July 2026
• Fed’s Warsh Names Leadership for Five New Task Forces • ECB Focused on 2011 Errors as It Discussed Rate Hike in June • Burnham Set to Become Next UK Premier With Majority of MP Votes • Japan Urges Its Pensions to Invest More at Home in Boost for Yen more
Rubrics Morning Comment 09.07.26
9th July 2026
• Fed Minutes Show ‘a Few’ Officials Saw Case for June Hike • US Military Launches Strikes on Iran for Second Straight Day • IMF Says AI to Help Offset War-Driven Slowdown But Risks Remain • Le Pen Could Get Top Court Ruling Before 2027 Presidential Vote more
Rubrics Morning Comment 08.07.26
8th July 2026
• US Strikes Iran and Blocks Oil Sales, in New Test of Truce • US Trade Deficit Widens to Biggest in More Than a Year • Le Pen Says She’ll Run in France’s 2027 Presidential Race • Farage Quits as MP to Seek New Mandate Amid Probe Into Gifts more
Rubrics Morning Comment 07.07.26
7th July 2026
• US Service Sector Expands at a Slower Pace, Hiring Picks Up • German Industry Grows More Than Expected on Auto Sector • Burnham Camp Split on Cost-of-Living Plan as He Approaches Power • Japan Isn’t Pushing for Low Interest Rates, Growth Minister Says more
Rubrics Morning Comment 06.07.26
6th July 2026
• Fed and ECB Seen Diverging in French Snapshot of War Aftermath • Lagarde Won’t Exclude Early ECB Exit to Enter French Politics • German Factory Orders Rebound as Iran-War Effects Fade • Pound Defies Expectations as Traders Give Burnham a Chance more
Rubrics Morning Comment 03.07.26
3rd July 2026
• US Hiring Slows Sharply, Curbing Recent Job-Market Momentum • Trump Allies Double Down on Efforts to Reshape Federal Reserve • Katayama Repeats Ready to Act on Yen, in Touch With US • Traders Brace for Yen Swings as Holiday Intervention Risk Looms more
Rubrics Morning Comment 02.07.26
2nd July 2026
• US Manufacturing Expands at Slower Pace, Costs Gauge Drops • US Companies Added 98,000 Jobs in June, ADP Data Show • US Decides Against Renewing USMCA, Shifting to Rolling Talks • Euro-Zone Inflation Slows More Than Expected as Oil Retreats more
Rubrics Morning Comment 01.07.26
1st July 2026
· US Job Openings Tick Up, Suggesting Stable Labor Demand · US Consumer Confidence Inches Up, Helped by Lower Gas Prices · German Inflation Eases as Oil Retreat Tames Prices in Europe · UK Defense Plan Blows £5 Billion Hole in Burnham’s Budget more
Rubrics Morning Comment 30.06.26
30th June 2026
• Supreme Court Thwarts Trump Bid to Oust Fed’s Cook for Now • Supreme Court Expands President’s Power to Fire Officials • Yen Hits Four-Decade Low in Historic Slide That’s Rattled Japan • Burnham Vows to Grow Economy by Taking Powers Out of London more