Rubrics Morning Comment 02.09.25
2nd September 2025
• Trump Weighs Declaring National Housing Emergency, Bessent Says • Trump Says India Offered to Cut Its Tariffs to ‘Nothing’ • EU Chief’s Plane Affected by Alleged Russian GPS Jamming • Japanese 10-Year Bonds Rise After Strongest Auction Since 2023 more
Rubrics Morning Comment 01.09.25
1st September 2025
-Trump’s Global Tariffs Found Illegal by US Appeals Court -US Consumer Spending Shows Resilience Despite Stubborn Inflation -German Inflation Unexpectedly Quickens Beyond ECB’s 2% Goal -Canadian Economy Shrinks 1.6% as Trade War Crushes Exports more
Rubrics Morning Comment 29.08.25
29th August 2025
• US Economy Expands at Revised 3.3% Rate on Stronger Investment • US Pending Home Sales Fall Again on Affordability Constraints • EU Proposes Removing Tariffs on US Goods After Trump Demand • ECB Officials Saw Inflation Risks as ‘Broadly Balanced’ in July more
Rubrics Morning Comment 28.08.25
28th August 2025
•Bessent Repeats Call for Fed Review After Lisa Cook Incident •Behind Trump’s Bid for Fed Dominance Lies a Dangerous Debt Idea •Canadian Firms Absorbing Tariff Costs, Keeping Lid on Inflation •EU to Propose Removing US Tariffs This Week to Meet Trump Demand more
Rubrics Morning Comment 27.08.25
27th August 2025
• Trump Says He’s Prepared for Fight Over Cook’s Ouster From Fed • Home Prices in the US Increase at the Slowest Rate Since 2023 • US Core Capital Goods Orders Rise, Exceeding All Forecasts • Trump Team Weighing Options to Extend Influence to Fed Banks more
Rubrics Morning Comment 26.08.25
26th August 2025
-France’s Government Risks Another Collapse, Weighing on Markets -UK Food Inflation Accelerates as Retailers Face Higher Costs -US New-Home Sales Exceed Forecast Following Upward Revision -Trump Moves to Fire Fed’s Cook, Setting Up Historic Legal Fight more
Rubrics Morning Comment 25.08.25
25th August 2025
• Powell Opens Door to Interest Rate Cut, Citing Labor Markets • Fed’s Jackson Hole Points to a Hard Road Ahead for Powell • Bond Market’s Big Powell Rally Needs Supportive Data to March On • US Inflation to Edge Up as Powell Shifts on Job Market: Eco Week more
Rubrics Morning Comment 22.08.25
22nd August 2025
• EU, US Lay Out Next Steps on Tariffs to Rebalance Trade Ties • US Manufacturing Expands at Fastest Pace Since 2022 on Demand • Euro-Zone Business Activity at 15-Month High Despite Tariffs • UK Private Sector Grows at Fastest Pace in a Year, PMI Shows more
Rubrics Morning Comment 21.08.25
21st August 2025
• Fed Minutes Show Majority of FOMC Saw Inflation as Greater Risk • Powell’s Global Peers to Cheer for Fed in Rebuke to Trump • Fed’s Cook Says She Won’t Be Bullied Into Stepping Down • Japan’s 20-Year Yield Rises to Highest Since 1999 on Fiscal Woes more
Rubrics Morning Comment 20.08.25
20th August 2025
-UK Inflation Accelerated to 18-Month High in July -UK Statistics Body Delays Retail Sales Amid Wider Quality Issues -Trump Widens Metal Tariffs to Target Baby Gear, Motorcycles -Bessent Says China Tariff Status Quo ‘Working Pretty Well’ more
