Rubrics Morning Comment 21.03.25
21st March 2025
• Central Bankers Move Slowly Through Fog of Trump’s Trade Wars • Bailey Urges BOE Caution as Trump Tariffs Ramp Up Uncertainty • SNB Shows Reluctance to Cut Again After Rate Hits 2 1/2-Year Low • Sweden’s Riksbank Holds Rate Steady and Says Easing Is Over more
Rubrics Morning Comment 20.03.25
20th March 2025
• Fed Holds Rates Steady, Sees Slower Growth and Higher Inflation • Fed to Slow Balance-Sheet Runoff Pace Amid US Debt-Cap Impasse • Powell Downplays Growing Risks, Sees Tariff Impact as Transitory • Trump Says Fed Should Cut Rates as Tariff Push Heats Up more
Rubrics Morning Comment 19.03.25
19th March 2025
• Germany’s Landmark Spending Spree Wins Parliamentary Backing • New US Home Construction Rebounds After Storm-Ridden Month • US Factory Production Rises by Most in a Year on Auto Output • US PREVIEW: FOMC, Powell to Signal Don’t Count on ‘Fed Put’ more
Rubrics Morning Comment 18.03.25
18th March 2025
• Disappointing Retail Sales Add to Concerns About US Outlook • Direct Job Switches Near Four-Year Low in Sign of Weak US Market • German Party Heads See Support for Finance Package Before Vote • UK Axes Regulators, Targets Welfare in Economic Growth Drive more
Rubrics Morning Comment 14.03.25
14th March 2025
• Trump Vows 200% Tariff on EU Wine, Escalating Trade Tensions • US Producer Prices Stall While Details Suggest Firmer Fed Gauge • Schumer Retreats on Shutdown Threat, Enhancing Bill’s Prospects • UK Economy Shrinks in January in Fresh Setback for Starmer more
Rubrics Morning Comment 13.03.25
13th March 2025
• US Inflation Eases, Offering Some Relief Ahead of Tariffs • Trump Vows US Will Respond to Europe’s Metal Tariff Retaliation • Schumer Says Democrats Will Block GOP Plan to Avert Shutdown • US Budget Gap Hits Record $1.1 Trillion for Fiscal Year So Far more
Rubrics Morning Comment 12.03.25
12th March 2025
• Trump’s Trade War Expands as Metal Tariffs Spur EU Retaliation • Trump Walks Back 50% Canada Tariff Threat, Downplays Recession • EU Targets €26 Billion of US Products in Tariff Retaliation • Growing Fears of Corporate Defaults Hit US Credit Markets more
Rubrics Morning Comment 10.03.25
10th March 2025
• Trump Says US Economy Faces ‘Transition,’ Avoids Recession Call • US Job Market Softens With Higher Unemployment, Moderate Hiring • US Inflation Set to Stay Sticky as Tariff Risks Loom: Eco Week • Mark Carney Wins Canada Liberal Race, Will Succeed Trudeau more
Rubrics Morning Comment 07.03.25
7th March 2025
• ECB Cuts Again and Signals Easing Phase Is Nearing Its End • EU Backs German Push to Look at Easing Fiscal Rules for Defense • Trump Delays Canada, Mexico Tariffs for Goods Under Trade Pact • US Employers Announce Most Job Cuts Since 2020 Amid DOGE Layoffs more
Rubrics Morning Comment 06.03.25
6th March 2025
• German Debt Has Worst Day Since Aftermath of Berlin Wall’s Fall • Germany’s ‘Whatever It Takes’ Moment Powers European Markets • US Services Expand at Faster Pace on Robust Employment Growth • Trump to Delay Canada, Mexico Tariffs on Autos for One Month more
