Rubrics Morning Comment 19.08.25
19th August 2025
• Trump Tariff Revenue Helps US Keep AA+ Credit Rating With S&P • UK 30-Year Inflation-Linked Yields Hit Highest Since 1998 (1) • Italy’s Key Yield Nears France as Traders Rethink European Risk • Japan 20-Year Bond Auction Highlights Lingering Fiscal Concerns more
Rubrics Morning Comment 18.08.25
18th August 2025
• Fed Welcomes Central Bankers to Jackson Hole: Eco Week Ahead • Consumer Sentiment Signals Caution After Solid US Retail Sales • US Consumer Sentiment Falls as Inflation Expectations Climb • US Industrial Output Eases as Factories Grapple With Weak Demand more
Rubrics Morning Comment 15.08.25
15th August 2025
• US Producer Prices Rise by Most in Three Years on Services • Traders Trim Fed-Cut Bets as Wholesale Inflation Clouds Outlook • Fed’s Musalem Says Too Early to Make a Call on September Rate • Japan Growth Beats Forecasts, Boosting Rate-Hike Case for BOJ more
Rubrics Morning Comment 14.08.25
14th August 2025
• UK Economy Grew Faster-Than-Forecast 0.3% in Second Quarter • Bessent Urges Fed to Lower Rates by 150 Basis Points or More • Bond Rally Holds Gains as Traders Price Fed Rate Cut Next Month • Bessent Says BOJ Is Falling Behind the Curve, Expects Hike more
Rubrics Morning Comment 13.08.25
13th August 2025
• US Core CPI Picks Up on Services; Goods More Subdued • Fed’s Barkin Says Balance Between Jobs, Inflation Risks Unclear • Bets on Outsize Fed Cut Gain Steam as CPI Data Backs Doves • Japan’s Investment in $550 Billion US Fund May Be More Than 2% more
Rubrics Morning Comment 12.08.25
12th August 2025
· Trump Extends China Tariff Truce for 90 Days, Averting Duty Hike · US PREVIEW: Services to Lift Core CPI as Levy Pass-Through Slows · UK Loses Fewer Jobs Than Forecast as Reeves’ Tax Hit Fades · RBA Delivers Third Rate Cut, Says Future Moves Hinge on Data more
Rubrics Morning Comment 11.08.25
11th August 2025
• US Inflation to Rise as Higher Tariffs Feed Through: Eco Week • Fed’s Bowman Favors Three Interest-Rate Cuts This Year • ECB Is Seen Delaying Final Rate Cut of the Cycle Until December • Australia Set to Cut Rates, Stay Cautious on Policy Outlook more
Rubrics Morning Comment 08.08.25
8th August 2025
• Trump’s Surprise Fed Pick Buys Him Time on Chair Selection • Waller Emerges as Favorite for Fed Chair Among Trump Team • BOE Cuts Rates to Two-Year Low After Unprecedented Re-Vote • Pound Jumps as BOE’s Rate Cut Is Offset by Cautious Message more
Rubrics Morning Comment 07.08.25
7th August 2025
• Trump’s Tariffs Take Effect in Fresh Test for Global Economy • Trump Eyes 100% Chips Tariff, Exempting Firms That Invest in US • German Industry Slumps Most in Almost a Year Amid Trade Turmoil • Bank of England Set to Cut Rates to Two-Year Low: Decision Guide more
Rubrics Morning Comment 06.08.25
6th August 2025
• US Service Activity Nearly Stagnates as Employment Contracts • US Trade Gap Narrows to Tightest Since 2023 on Drop in Imports • Trump Ramps Up Tariff Blitz With India, Pharma, Chips in Sights • Reeves Has a £51 Billion Fiscal Hole to Fill, UK Think Tank Says more
