Rubrics Morning Comment 01.07.25
1st July 2025
• Dollar Index Slumps 10.8% in Biggest First-Half Loss Since 1973 • Treasuries Wrap Up Best Month Since February Ahead of Jobs Data • EU to Accept Trump Universal Tariff But Seeks Key Exemptions • ECB Fine-Tunes Strategy to Cope With More Frequent Shocks more
Rubrics Morning Comment 30.06.25
30th June 2025
-Trump Tax Bill Hits Senate With GOP Torn by Competing Demands -Trump Deals Poised to Fall Short of Sweeping Trade Reforms -Trump Says He Doesn’t Expect to Extend July 9 Tariff Deadline -Powell and Lagarde Count Cost of Trump’s Turbulence: Eco Week more
Rubrics Morning Comment 27.06.25
27th June 2025
• Treasury Deal Kills ‘Revenge Tax’ That Spooked Wall Street • Lutnick Says US-China Trade Truce Signed, 10 Deals Imminent • US Merchandise-Trade Deficit Unexpectedly Widens on Export Drop • China’s Industrial Profits Sink on US Tariffs, Deflation Woes more
Rubrics Morning Comment 26.06.25
26th June 2025
• Fed’s Powell Says Tariff-Driven Inflation Remains a Big Question • Federal Reserve Releases Plan to Relax Key Bank Capital Rule • US New-Home Sales Drop by Most Since 2022 on Poor Affordability • Europe Wins Trump’s Protection With Historic NATO Spending Push more
Rubrics Morning Comment 25.06.25
25th June 2025
-Powell Says Higher Inflation Outlook Keeping Fed on Hold for Now -US Consumer Confidence Drops on Broad Concerns About Economy -Home-Price Gains in US Slow as Buyers Squeezed by High Rates -Germany to Sell More Debt to Fund Growth and Defense Plans more
Rubrics Morning Comment 24.06.25
24th June 2025
• Netanyahu Confirms Israel Has Agreed to Ceasefire With Iran • Powell Headed for Congressional Grilling Over Fed’s Rate Hold • Goolsbee Says Fed Can Cut Rates If Tariff Inflation Doesn’t Come • Fed’s Bowman Says ‘Time Has Come’ to Reform Key Capital Rule more
Rubrics Morning Comment 23.06.25
23rd June 2025
• World Braces for Iran’s Response After US Strikes Signal New Era • Dollar Gains as the World Awaits Iran’s Response to US Attack • US Strikes on Iran Come at Fragile Moment for the Global Economy • Mild US Inflation Is Backdrop for Fed’s Powell on Hill: Eco Week more
Rubrics Morning Comment 11.06.25
11th June 2025
• World Bank Warns 2020s Face Weakest Global Growth Since 1960s • US, China Officials Agree on Plan That Awaits Xi, Trump Sign-Off • Bessent Emerging as a Contender to Succeed Fed’s Powell • Trump Tariffs Can Stay in Effect Longer, Appeals Court Says more
Rubrics Morning Comment 10.06.25
10th June 2025
• US, China Hold Trade Talks in London to Address Export Curbs • Trump Says China ‘Not Easy’ as Trade Talks to Resume Tuesday • UK Employment Plummets as 276,000 Jobs Lost Since Reeves Budget • BOJ’s Ueda Says Inflation Is Still Below Target, Weakening Yen more
Rubrics Morning Comment 09.06.25
9th June 2025
• US Jobs Report Points to Gradual Moderation in Labor Market • Trump Pressures Fed’s Powell to Cut Rates ‘A Full Point’ • Collapsing Immigration Makes US Jobs Data Harder to Read for Fed • Japan Confirms GDP Contraction, Backing BOJ’s Cautious Stance more
