Rubrics Morning Comment 05.03.25
5th March 2025
Trump Warns of Tariff ‘Disturbance’ as He Touts Trade Plans (3) Trump Calls for End to $52 Billion Chips Act Subsidy Program (2) Germany Abandons Fiscal Shackles to Transform Europe’s Defenses EU Proposes €150 Billion in New Loans for European Defense (1) more
Rubrics Morning Comment 04.03.25
4th March 2025
• Trump Escalates Global Trade War, Sparking Tit-for-Tat Tariffs • US Manufacturing Activity Nears Stagnation While Prices Jump • Bond Yields Jump as Defense Promises Ripple Around the World • China Hits Back at Trump by Targeting Farm Goods, Defense Firms more
Rubrics Morning Comment 03.03.25
3rd March 2025
• Trump Heads Toward Tariff Barrage on Canada, Mexico, China (1) • US Spending Drops in Cold Weather, Inflation Gauge Offers Relief • US Merchandise Trade Deficit Widens to Record on Import Surge • ECB Rate Cuts Enter Final Stretch With Divisions Widening more
Rubrics Morning Comment 28.02.25
28th February 2025
• Trump to Hike China Tariff, Hit Canada and Mexico on March 4 (1) • Dollar Soars as Latest Vow of US Tariffs Hits Loonie and Peso • US Initial Jobless Claims Hit Highest of 2025 as DC Layoffs Jump • French Inflation Hits Four-Year Low as ECB Cuts Interest Rates more
Rubrics Morning Comment 27.02.25
27th February 2025
• Trump Deepens Murkiness Around Global Tariffs Timing, Scope • Treasury Investors Anticipate Fed Shift Back to Growth Risks • American Workers Cite Growing Fear of Layoffs, Fed Survey Shows • China Plans Bank Capital Injections of at Least $55 Billion more
Rubrics Morning Comment 26.02.25
26th February 2025
• Treasury Yields Slide to 2025 Low as Economic Red Flags Pile Up • US Consumer Confidence Drops by Most Since 2021 on Outlook • Tax Cut Chances Rise as House Passes Budget Targeting Safety Net • Logan Favors Short-Term Assets When Fed Purchases Resume more
Rubrics Morning Comment 25.02.25
25th February 2025
• Trump Says Planned Tariffs on Canada, Mexico ‘Going Forward’ • Treasury 2-Year Auction Draws Record Demand, Pushing Yields Down • EU Expands Tariff List in Trump’s Looming Metals Trade Dispute • Germany Discussing €200 Billion for Emergency Defense Fund more
Rubrics Morning Comment 24.02.25
24th February 2025
• German Conservatives Seal Election, Seeking Coalition Talks • Germany’s Crunch Election Grips Market Wanting Higher Spending • Trump Targets China With Biggest Salvo So Far in Second Term • US Business Activity Moderates as the Service Sector Cools more
Rubrics Morning Comment 21.02.25
21st February 2025
• ‘Mar-a-Lago Accord’ Chatter Is Getting Wall Street’s Attention • US Jobless Claims Tick Up Slightly, in Line With Pre-Covid Level • Bessent Says US ‘Long Way’ From Boosting Longer-Term Debt Sales • UK Set to Overshoot Borrowing Forecasts After Poor January more
Rubrics Morning Comment 20.02.25
20th February 2025
• Trump Says New China Trade Deal ‘Possible’ Despite Tensions • Fed Minutes Signal Officials on Hold Until Inflation Improves • Treasuries Rise as Fed Minutes Reveal Discussion of QT Pause • US Dollar’s Use in Global Transactions Tops 50%, Swift Says more
