Rubrics Morning Comment 28.04.25
28th April 2025
• US Economy Already Sputtering Before Trade Pain Hit: Eco Week • Economists Say Trade War Makes US Recession Almost a Coin Flip • Trump’s China Tariffs Set to Unleash Supply Shock on US Economy • Trump Floats New Income Tax Cut in Bid to Ease Tariffs Bite more
Rubrics Morning Comment 25.04.25
25th April 2025
• Trump Says US Talking With China on Trade After Beijing’s Denial • China May Exempt Some US Goods From Tariffs as Costs Rise • US Existing-Home Sales Fall by Most Since 2022 on Rates, Prices • US Capital Goods Orders Barely Rise Amid Caution Over Tariffs more
Rubrics Morning Comment 24.04.25
24th April 2025
• Growth in US Business Activity Is Weakest Since 2023 on Tariffs • Trump U-Turns on Powell, China Follow Dire Economic Warnings • US Officials Mull Easing Tariffs Targeting the Auto Industry • Trade Worries Dominate Fed’s Beige Book, Activity Little Changed more
Rubrics Morning Comment 23.04.25
23rd April 2025
• Trump Says He Has No Intention of Firing Fed Chief Powell • Trump Floats Cutting China Tariffs ‘Substantially’ in Trade Deal • IMF Slashes Global Growth Forecast, Says Downside Risks Dominate • ECB’s Inflation Job Is ‘Nearing Completion,’ Lagarde Tells CNBC more
Rubrics Morning Comment 22.04.25
22nd April 2025
• Trump, Upping Pressure on Powell, Again Calls for Rate Cuts • Markets Are Discovering the Real Trump Trade Is ‘Sell America’ • Walmart, Target Executives Meet Trump as Tariff Fear Spreads • US Imposes Tariffs Up to 3,521% on Southeast Asia Solar Imports more
Rubrics Morning Comment 17.04.25
17th April 2025
• Fed’s Powell Says Strong Labor Market Depends on Price Stability • US Retail Sales Jump by Most in Two Years on Car-Buying Rush • Bank of Canada Holds at 2.75%, Seeks More Clarity on Tariffs • ECB to Cut Rates Again as Tariffs Imperil Growth: Decision Guide more
Rubrics Morning Comment 16.04.25
16th April 2025
• Trump Launches Critical Minerals Probe to Weigh New Tariffs • Trump Presses China to Make Tariff Offer to Calm Trade War • US Economy to Lose Billions as Foreign Tourists Stay Away • Strong China GDP Growth Fails to Stem Calls for Urgent Stimulus more
Rubrics Morning Comment 15.04.25
15th April 2025
• Trump Initiates Chips and Drug Probes Ahead of More Tariffs • Trump Floats Temporary Reprieve for Autos as Parts Tariffs Loom • Bond Rebound Relieves Markets Dazed by Week of Trade Turmoil • China Gets Worst 2025 Growth Forecast Yet With UBS Downgrade more
Rubrics Morning Comment 14.04.25
14th April 2025
• Trump Warns Tariffs Coming for Electronics After Reprieve • Dollar Drops to Fresh Lows for the Year as Tariff Saga Rolls On • US Producer Prices Unexpectedly Fall, Dragged Down by Energy • US Consumer Sentiment Extends Plunge as Price Expectations Soar more
Rubrics Morning Comment 11.04.25
11th April 2025
• Treasuries Suddenly Trade Like Risky Assets in Warning to Trump • Dollar Emerges as Latest Victim of This Week’s Markets Mayhem • Trump Sees ‘Transition Problems’ With China Tariffs at 145% • US Inflation Unexpectedly Slows Down Ahead of Tariffs Impact more
