Rubrics Morning Comment 28.05.26
28th May 2026
• US Food Prices Surge, With War and El Niño Set to Make It Worse • US Mortgage Rates Climb to Highest Level Since August • Merz Advisers Slash German Outlook, See Faster Inflation • Intervention Data Eyed as Yen Edges Back Toward 160 Per Dollar more
Rubrics Morning Comment 27.05.26
27th May 2026
• US Consumer Confidence Eases as Inflation Worries Mount • Europe Car Sales Rise for Third Straight Month on EV Strength • UK Energy Price Cap Rises 13% as Iran War Drives Up Costs • BOJ’s Ueda Warns of Oil Shock Impact on Entire Inflation Regime more
Rubrics Morning Comment 26.05.26
26th May 2026
• Treasuries Gain in Catch-Up Trade as Trump Sees Progress on Iran • ECB Should Hike Rates in June, Schnabel Tells Reuters • Japan Slips to World’s No. 3 Creditor Behind Germany, China • BOJ Deputy Chief Underlines Proper Policy as Key for Bond Yields more
Rubrics Morning Comment 25.05.26
25th May 2026
• US Consumer Sentiment Slides to Record Low on Price Concerns • Treasury Market Ushers in Warsh Era With Bets on 2026 Rate Hike • Strategists Warn Yields to Stay High Even If Iran War Ends • ECB Likely to Revise Its Inflation Outlook in June, Lagarde Says more
Rubrics Morning Comment 15.05.26
15th May 2026
• US Retail Sales Rise for Third Month Despite Gas Price Surge • US Import and Export Prices Jump Most Since 2022 on Fuel Costs • Pound Tumbles as Burnham Escalates Labour Revolt Against Starmer • Japan Yields Rise to Record Highs on Global Inflation Fears more
Rubrics Morning Comment 14.05.26
14th May 2026
• US Producer Prices Rise Most Since 2022 on Energy Costs • Senate Confirms Kevin Warsh to Lead Fed in Narrowest-Ever Vote • Xi Warns Trump of Possible ‘Clashes’ If Taiwan Issue Mishandled • Britain Edges Closer to Bitter Fight Over Prime Minister’s Job more
Rubrics Morning Comment 13.05.26
13th May 2026
• US Inflation Accelerates as Gas, Rent and Food Prices Climb • Warsh Confirmed to Fed Board, Still Awaiting Vote on Chair Post • US Small-Business Optimism Hovers Near Weakest Since April 2025 • UK’s Starmer Clings On as Rivals Try to Build Coup Momentum more
Rubrics Morning Comment 12.05.26
12th May 2026
· Trump to Meet Xi Thursday for High-Stakes US-China Summit · US Existing-Home Sales Barely Rise as Key Selling Season Begins · Starmer Vows to Prove Critics Wrong in Speech to Save Job · BOJ Signals Chance of Rate Hike Next Month Over Inflation Risk more
Rubrics Morning Comment 11.05.26
11th May 2026
• US Jobs Up 115,000, First Back-to-Back Gain in Nearly a Year • US Consumer Sentiment Declines to Record Low on Inflation Angst • Bond Traders Brace for Inflation Data as Fed’s Powell Era Ends • Canada Loses 112,000 Jobs Since Start of Year, Most Since 2021 more
Rubrics Morning Comment 08.05.26
8th May 2026
• Trump’s Latest 10% Tariffs Found Unlawful by US Trade Court • US Productivity Growth Cools on Rebound in Hours Worked • Trump Gives EU Until July 4 to Ink Deal, Extending Deadline • German Industrial Production Unexpectedly Falls for Second Month more
