Rubrics Morning Comment 10.04.25
10th April 2025
• Trump Puts 90-Day Pause on Higher Tariffs, But Hikes China Rates • Bond Chaos, Deal Mania and Dimon: Inside Trump’s Tariff Reversal • US Tariffs Are Still at Historic High Even After Trump’s Pause • China Raises Tariffs on US Goods, Cautions Citizens on Travel more
Rubrics Morning Comment 09.04.25
9th April 2025
• Trump Tariffs Take Effect, Hiking Trade Levies to 100-Year High • Treasuries ‘Fire Sale’ Sends Long-Term Yields Soaring Worldwide • Fear of Next Big Basis-Trade Unwind Stoked by US Yield Surge • China Engineers Orderly Yuan Drop as Trade War Threatens Growth more
Rubrics Morning Comment 08.04.25
8th April 2025
• Trump Keeps Investors on Edge With Clashing Tariff Comments • Trump Team Mulls Exporter Tax Credit as Tariff Counterweight • Market Chaos Puts Wall Street on Alert for Funding Strains • China Vows ‘Fight to the End’ on Tariffs as It Props Up Markets more
Rubrics Morning Comment 03.04.25
3rd April 2025
• Trump Tariffs Everyone, With China and Europe Vowing Retaliation • From Friend to Foe, Trump Shows Little Mercy in New Tariff Blitz • US Emerges as Biggest Loser in Markets From Trump’s Tariffs • Fear Grips Markets as Trump Tariffs Raise Risks to Global Growth more
Rubrics Morning Comment 01.04.25
1st April 2025
• Trump to Unveil Country-Based Tariffs April 2 in Rose Garden • Trump’s Tariffs Set to Make History and Break System He Loathes • Le Pen Election Ban Threatens Fragile Peace in French Politics • RBA’s Bullock Is Coy on May After Pausing Ahead of Trump Tariffs more
Rubrics Morning Comment 28.03.25
28th March 2025
• US PREVIEW: Inflation Uptick to Justify Fed’s Rate Hold • Jobless Claims by US Federal Workers Fall Back to End-2024 Level • IMF Says US Economy Slowing But Doesn’t Forecast Recession • Fed’s Susan Collins Says Tariff Inflation Boost ‘Inevitable’ more
Rubrics Morning Comment 27.03.25
27th March 2025
• Trump Hits Auto Imports With 25% Tariff Starting Next Week • Trump Floats More Tariffs on EU, Canada If They Work Against US • US Business Equipment Orders Fall for First Time in Four Months • Reeves Unveils £14 Billion Repair Job After UK Growth Downgraded more
Rubrics Morning Comment 26.03.25
26th March 2025
• Reeves Touts £2 Billion for Homes to Soften Blow of Budget Cuts • German Business Optimism Grows After Merz’s Spending Push • US Consumer Confidence Tumbles Again to Lowest Since Early 2021 • US New-Home Sales Rise Slightly Following Weather-Related Plunge more
Rubrics Morning Comment 25.03.25
25th March 2025
US Factory Activity Slips as Materials Costs Rise on Tariffs Unsold Spec Homes Offered at Deals Pose Potential Economic Drag Euro-Zone Private Sector Picks Up as Germany Fuels Recovery (1) UK PMI Hits Six-Month High in Early Sign of Economic Turnaround more
Rubrics Morning Comment 24.03.25
24th March 2025
• Trump Plans His Tariff ‘Liberation Day’ With More Targeted Push • ‘Don’t Fight Bessent’s Treasury’ Is New Mantra in US Bond Market • Germany’s Landmark Spending Bill Wins Final Lawmaker Backing • France Said to Float Using Most Powerful EU Trade Tool on US more
