Rubrics Morning Comment 06.06.25
6th June 2025
• Trump, Xi Agree to More Trade Talks as Rare Earths Dispute Cools • US Trade Deficit Narrows by Most on Record as Imports Plunge • Lagarde Says ECB Nearing End of Cycle After Eighth Rate Cut • ECB’s Muller Sees Rate Cuts Near End as Villeroy Hails ‘Victory’ more
Rubrics Morning Comment 05.06.25
5th June 2025
• US Services Activity Contracts for First Time in Nearly a Year • US Hiring Cools to Slowest Pace in Two Years, ADP Data Show • CBO Says GOP Tax Bill Would Add $2.4 Trillion to US Deficits • ECB to Cut Rates as Trade Mess Weighs on Economy: Decision Guide more
Rubrics Morning Comment 04.06.25
4th June 2025
• Trump Signs Order Doubling US Steel, Aluminum Tariffs to 50% • US Job Openings Unexpectedly Rose in April and Hiring Picked Up • Euro-Zone Inflation Slows Below 2%, Backing More ECB Cuts • Netherlands Faces Months in Limbo After Government Collapses more
Rubrics Morning Comment 03.06.25
3rd June 2025
-Trade Pacts With China, Europe Prove Elusive for Volatile Trump -US Manufacturing Activity Contracted in May for a Third Month -EU Warns It Could Accelerate Retaliatory Tariffs Over US Duties -China’s Private Factory Gauge Plunges to Weakest Since 2022 more
Rubrics Morning Comment 30.05.25
30th May 2025
• Trump Wins Tariff Reprieve as Trade Agenda Faces Rollback • Obscure Tax Item in Trump’s Big Bill Alarms Wall Street • Trump Pressed Powell to Lower Rates in White House Meeting • UK Business Confidence Hits 9-Month High in Boost for Starmer more
Rubrics Morning Comment 29.05.25
29th May 2025
• Trump Global Tariffs Deemed Illegal, Blocked by Trade Court • Dollar Rises With Treasury Yields as Trump Faces Tariff Setback • Fed Well Positioned to Wait for Clarity on Outlook, Minutes Say • Trump Can Offset Tariff Ruling With Other Tools, Goldman Says more
Rubrics Morning Comment 28.05.25
28th May 2025
-Transatlantic Thaw Sparks Six-Week Race for US-EU Trade Deal -US Consumer Confidence Jumps Most in Four Years on Trade Truce -Japan 40-Year Bond Sale Demand Weakens on Volatility Surge (2) -China Seeks to Slow Yuan’s Gains After Months of Propping It Up more
Rubrics Morning Comment 27.05.25
27th May 2025
-Japan Loses Top Creditor Status for First Time in 34 Years -UK Food Inflation Highest in a Year as Grocers Face More Costs -EU Plans to ‘Fast Track’ Trade Talks With US Amid Tariff Fight -‘Revenge Tax’: Trump Bill Hits Allies That Have Digital Taxes more
Rubrics Morning Comment 26.05.25
26th May 2025
• Trump Threatens EU, Smartphones as Tariff Rhetoric Escalates • Trump Extends Deadline for 50% Tariffs on EU Goods to July 9 • Fed to Take in Stride Another Month of Tame Inflation: Eco Week • European Bonds Rally as Trump Tariff Threat Fuels Rate-Cut Bets more
Rubrics Morning Comment 23.05.25
23rd May 2025
• Trump Tax Bill Narrowly Passes House, Overcoming GOP Infighting • Trump’s Next Hurdle: The Bond Market Hates His ‘Beautiful Bill’ • Supreme Court Shields Fed While Letting Trump Oust Officials • US Business Activity, Sentiment Improve as Tariff Anxiety Eases more
