Rubrics Morning Comment 04.02.25
4th February 2025
• Trump 10% Tariffs on China Set to Take Effect as Deadline Passes • Trump’s Canada, Mexico Border Deals Avert Trade War for Now • US Manufacturing Activity Expands for First Time Since 2022 • Euro-Zone Inflation Unexpectedly Quickens, Backing ECB Caution more
Rubrics Morning Comment 30.01.25
30th January 2025
• Powell Signals Fed on Hold as Trump Economic Policies Take Shape • Bond Traders Are Kept in Limbo After Powell Offers Few Clues • Bank of Canada Cuts and Drops Rate Guidance as Tariffs Loom (1) • ECB Cut All But Certain With Price Goal in View: Decision Guide more
Rubrics Morning Comment 29.01.25
29th January 2025
• Fed to Hold Rates Steady and Brace for Trump: Decision-Day Guide • Bets on Bigger Treasuries Rally Are Booming Before Fed Decision • Trump’s Tariffs Hindered US Growth Before, and Threaten to Again • Fed’s Balance-Sheet Plans Mystify Wall Street as Officials Meet more
Rubrics Morning Comment 28.01.25
28th January 2025
• Dollar Climbs as Trump Puts Tariff Threats Back on the Agenda • Trump Vows Tariffs ‘Much Bigger’ Than 2.5% and on Key Areas • US New-Home Sales Jump at End of 2024 to Post Second Annual Gain • Record Break-Even Rate May Embolden BOJ to Raise Rates Further more
Rubrics Morning Comment 27.01.25
27th January 2025
• US Business Activity Moderates as Growth in Services Cools • US Consumer Sentiment Declines for First Time in Six Months • US Existing-Home Sales Pick Up at End of Worst Year Since 1995 • Euro Zone’s Private Sector Unexpectedly Returns to Growth (2) more
Rubrics Morning Comment 23.01.25
23rd January 2025
• Record Share of Americans Pay Only Minimum on Credit Card Bills • One by One, World Leaders in Davos Fall in Line in Trump Era • BOJ to Forge Ahead With Biggest Rate Hike in 18 Years: Day Guide • Japan’s 2024 Trade Surplus With US Towers Over 2017-2020 Levels more
Rubrics Morning Comment 22.01.25
22nd January 2025
• Trump Says He Could Hit China With 10% Tariff From Next Month • China Vows to Import More Goods After Avoiding Early US Tariffs • UK Budget Deficit Soars More Than Forecast on Debt Costs • Inflation in Canada Eases to 1.8% on Trudeau Sales Tax Break more
Rubrics Morning Comment 21.01.25
21st January 2025
• Trump Plans to Impose 25% Tariffs on Mexico, Canada Feb. 1 • TikTok, Border, Pardons, Energy: Trump’s Day One Priorities • Trump Starts Reshaping US Energy With Focus on Oil and Gas • Treasuries Rally as Trump Holds China Tariffs, Pushes Drilling more
Rubrics Morning Comment 16.01.25
16th January 2025
• US Core CPI Finally Eases, Rallying Bets for Fed to Cut Sooner • Bonds Have Banner Day as Inflation Report Revives Fed-Cut Bets • Fed Trio Express Confidence Inflation Will Continue to Slow • Fed’s Beige Book Points to Slight to Moderate Growth at Year-End more
Rubrics Morning Comment 14.01.25
14th January 2025
• Dollar Falls on Report Trump Team Is Mulling Gradual Tariffs • Trump Team Studies Gradual Tariff Hikes Under Emergency Powers • UK Bond Sale to Gauge Investor Appetite After Market Turmoil • UK Markets Fall Again as Inflation Countdown Unsettles Traders more
