Rubrics Morning Comment 05.08.25
5th August 2025
• Trump Administration Posts Guidance Ahead of Tariff Rollout • Trump Vows to Ramp Up India Tariffs, Escalating Spat Over Russia • Trump to Name New Fed Governor, BLS Head in Coming Days • EU Awaits Trump Actions on Car Tariffs, Exemptions This Week more
Rubrics Morning Comment 31.07.25
31st July 2025
• US Economy Expands at a More Moderate Pace So Far This Year • Powell Cites Inflation Risk as Fed Holds Interest Rates Steady • Trump Unleashes a Flurry of Trade Surprises on Eve of Deadline • Euro Area Sustains Modest Growth as Trade Hangs Over Economy more
Rubrics Morning Comment 30.07.25
30th July 2025
• Fed to Avoid Clear Signal on Rate-Cut Timing: Decision-Day Guide • BOJ to Hold Rate Steady With Likely Upgrade to Price View: Guide • French Economy Unexpectedly Accelerates Despite Trade Doubts • Trump Set to Make Final Call on China Tariff Truce Extension more
Rubrics Morning Comment 29.07.25
29th July 2025
• EU, US Rush to Clinch Final Details and Lock In Trade Deal • Lutnick Sees Likely 90-Day Extension of China Trade Truce • Trump Official Says More Talks Needed to Clinch India Deal • Tea and Meat Lift UK Food Inflation to Highest in 17 Months more
Rubrics Morning Comment 28.07.25
28th July 2025
• EU Reaches Tariff Deal With US to Avert Painful Trade Blow • A Data Deluge Brings a ‘Moment of Truth’ for Markets This Week • Fed Is Set for Contentious Debate as Investors Eye Fall Rate Cut • Starmer to Meet Trump to Discuss Trade Deal, Gaza Ceasefire more
Rubrics Morning Comment 25.07.25
25th July 2025
• ECB Keeps Rates Unchanged to Wait for Clarity on US Tariffs • Euro-Zone Private Sector Grows at Fastest Pace in Almost a Year • UK Firms Cut Jobs, New Orders as Economy Struggles to Grow • US Business Activity Grows at Fastest Pace This Year on Services more
Rubrics Morning Comment 24.07.25
24th July 2025
• Trump Says Countries Will Face Tariffs Ranging From 15% to 50% • US Existing-Home Sales Fall to Nine-Month Low on Record Prices • ECB to Hold Fire on Cuts With Tariffs Unresolved: Decision Guide • EU Readies €100 Billion No-Deal Plan to Match US 30% Tariff more
Rubrics Morning Comment 23.07.25
23rd July 2025
• Trump Strikes Deal With Ally Japan Setting Tariff Rate at 15% • Bessent Sees No Reason for Powell to Step Down From Fed Now • Trump and Ishiba Ignite Japan Stock Rally, Sink Government Bonds • Japan 40-Year Bond Auction Sees Weakest Demand Ratio Since 2011 more
Rubrics Morning Comment 22.07.25
22nd July 2025
• Trump Targeting Trade Loopholes Risks 70% of China Exports to US • EU Is Racing to Secure US Trade Deal and Preparing for Worst • Japanese Bonds Remain Vulnerable as Unpopular Ishiba Holds On • Economists See Slimmer Chance of More Canada Rate Cuts This Year more
Rubrics Morning Comment 21.07.25
21st July 2025
• Japan’s Ishiba Tries to Buy Time After Historic Election Setback • EU to Prepare Retaliation Plan as US Trade Stance Hardens • Trump Threats Send Wall Street Hunting for Perfect Powell Hedge • Fed Will Keep Trump Waiting Amid a Wave of Global Rate Cuts more
