Rubrics Morning Comment 16.05.25
16th May 2025
• US Bonds Rally as Economic Data Backs Bets on Two 2025 Fed Cuts • Trump to Keep 30% China Tariffs Till Late 2025, Analysts Say • US Producer Prices Fell Unexpectedly in April as Margins Shrank • US Retail Sales Barely Rise, Suggesting Some Spending Pullback more
Rubrics Morning Comment 15.05.25
15th May 2025
• US Is Not Pushing for Weaker Dollar in Tariff Talks, Person Says • Europe on Alert for Cheap Chinese Imports as Trump Tariffs Bite • UK Economy Has Best Quarter in a Year With 0.7% Expansion • China’s Investors Signal Trade Truce Is No Panacea for Markets more
Rubrics Morning Comment 13.05.25
13th May 2025
• US, China to Slash Tariffs During 90-Day Reprieve for Talks • ‘Buy America’ Sweeps Across Global Markets After Trade Talks • Trump Says China Agreed to Roll Back Non-Tariff Barriers • US-China Truce Likely to Avert Recession But Not Coming Slowdown more
Rubrics Morning Comment 09.05.25
9th May 2025
• Trump Hails UK Trade Framework as First of Many Tariff Deals • BOE Cuts Rates to 4.25% in Split Vote as Tariffs Hit Growth • US Jobless Claims Drop After Brief Spike During Spring Recess • Global Shift to Bypass the Dollar Is Gaining Momentum in Asia more
Rubrics Morning Comment 07.05.25
7th May 2025
• US Trade Deficit Widens to a Record on Pre-Tariff Drug Imports • US-China Trade Talks to Start This Week Focused on De-Escalation • Merz Confirmed as German Chancellor After Second Parliament Vote • UK, India Seal Trade Deal Amid Fallout of Trump Tariff Wars more
Rubrics Morning Comment 06.05.25
6th May 2025
• Dollar’s Fall in Asia Stuns Investors, Spreads Across Globe • Growth at US Service Providers Picks Up After Slumping in March • CBO Chief Still Sees US Treasury ‘X-Date’ Coming Late Summer • Tariffs Force Bank of England to Consider Faster Pace of Cuts more
Rubrics Morning Comment 02.05.25
2nd May 2025
• US Manufacturing Activity Shrinks by the Most Since November • US Jobless Claims Jump on Spike in New York During Spring Recess • US Jobless Claims by Federal Employees Have Declined After Spike • Trump Plans Record $1.01 Trillion National Security Budget more
Rubrics Morning Comment 01.05.25
1st May 2025
• US Economy Contracts for First Time Since 2022 on Imports Surge • US Consumer Spending Jumps While Key Inflation Gauge Slows Down • US Treasury Looks to Revamp Buyback Program After Recent Tumult • US Firms Add 62,000 Jobs, Smallest Gain Since July in ADP Data more
Rubrics Morning Comment 30.04.25
30th April 2025
• Trump Signs Order to Prevent His Auto Tariffs From Stacking • Trump Says China to ‘Eat’ Tariffs, Reducing Consumer Impact • US Consumer Confidence Slumps to an Almost Five-Year Low • Record US Goods-Trade Deficit Implies Weaker First-Quarter GDP more
Rubrics Morning Comment 29.04.25
29th April 2025
• Tariff ‘Chaos’ Drags Key Dallas Fed Gauge to Worst Since 2020 • Trump to Offer Auto Tariffs Reprieve After Carmaker Appeals • Carney’s Liberals Win Narrow Victory in Canada’s Election • Spain Slowly Returning to Normal After Crippling Blackout more
