Rubrics Morning Comment 19.02.25
19th February 2025
• Trump Floats 25% Tariffs on US Auto, Drug, Chip Imports • UK Inflation at 10-Month High as VAT Hits Private Schools • China’s Foreign-Exchange Outflows Jump in Ominous Sign for Yuan • China New-Home Prices Barely Fall in Sign Market Stabilizing more
Rubrics Morning Comment 18.02.25
18th February 2025
• Trump, Putin Teams to Talk in Saudi on Ukraine as Europe Fumes • Europeans Excluded From Macron’s Mini-Summit Fret Over Unity (1) • EU Joint Funds Gaining Support as Leaders Face Defense Needs (1) • RBA Chief Cautions Against Aggressive Easing Bets After Rate Cut more
Rubrics Morning Comment 14.02.25
14th February 2025
• Trump Moves to Impose Reciprocal Tariffs as Soon as April • US Wholesale Inflation Tops Estimates on Food, Energy Prices • US Consumer Debt Delinquency Hits Highest in Almost Five Years • US REACT: Jobless Claims Stay Low With Businesses Hopeful more
Rubrics Morning Comment 13.02.25
13th February 2025
• US Inflation Tops Forecasts, Bolstering Case for Fed to Hold • Traders See Just One 2025 Fed Rate Cut After Hot Inflation Data • Seasonality to Blame for Hot US CPI, Bloomberg Economics Says • Powell Says Latest Inflation Data Show Fed Has More Work to Do more
Rubrics Morning Comment 12.02.25
12th February 2025
• Powell Tells Congress Fed Still in No Rush to Lower Rates • Treasuries Fall as Fed’s Powell Affirms Patience on Rate Cuts • US Core Inflation Seen Picking Up to 0.3% Gain in January • China’s Property Crisis Is Worsening at Just the Wrong Time more
Rubrics Morning Comment 11.02.25
11th February 2025
• Trump Sets 25% Tariffs on Steel, Aluminum, Widening Trade War • Powell Heads for ‘Hyper-Charged’ Hearings Overshadowed by Trump • Front-Loading Tariffs Undercuts Trump’s Pledge of Faster Growth • Europe Teeters Toward Energy Crisis as Gas Reaches Two-Year High more
Rubrics Morning Comment 10.02.25
10th February 2025
• Charting the Global Economy: US Job Growth Cools, BOE Cuts Rates • Trump Unveils Plans for 25% Tariffs on Steel, Aluminum Imports • US Job Growth Slowed in January After 2024 Downward Revision • US Consumer Sentiment Drops to Seven-Month Low on Price Worries more
Rubrics Morning Comment 07.02.25
7th February 2025
• US PREVIEW: Jobs Report to Support Disinflation Narrative • US Initial Jobless Claims Pick Up, Still Near Pre-Covid Levels • Bessent Calms Markets by Leaving US Dollar, Debt Plans Intact • Bank of England Cuts Rates While Signaling Caution on Path more
Rubrics Morning Comment 06.02.25
6th February 2025
• World Inflation Is at Risk of Rekindling With Trump’s Trade War • US Services Gauge Cools as Pace of Orders Growth Retreats • US Trade Gap Ballooned Ahead of Trump Term, Tariff Promises • BOJ’s Tamura Calls for More Rate Hikes, Boosting Yen (1) more
Rubrics Morning Comment 05.02.25
5th February 2025
• US Job Openings Decline to 7.6 Million, Lowest Since September • French Premier Set to Survive No-Confidence Votes, Adopt Budget • Global Bond Demand Reaches Australia With Record-Breaking Sale • Japan Wages Grow Most Since 1997, Helping BOJ Rate Path and Yen more
