Rubrics Morning Comment 22.05.25
22nd May 2025
• Bond Market Warns Trump, Congress on Dangers of Swelling Deficit • Trump Tax Bill Holdouts Lured With SALT Hike, Medicaid Cuts • Trump Floats a Public Offering for Fannie Mae, Freddie Mac • The Trump Family’s Money-Making Machine more
Rubrics Morning Comment 21.05.25
21st May 2025
• Traders Brace for Treasury 10-Year Yield at 5% as Mood Sours • Buyers Recoil From Japanese Bonds in Warning on BOJ Tapering • UK Inflation Surge Prompts Traders to Rein In Bets on BOE Cuts • G-7 Countries Discuss Tariffs on Low-Value Chinese Products more
Rubrics Morning Comment 20.05.25
20th May 2025
• Australia Delivers ‘Dovish’ Rate Cut, Sending Currency Lower • Fed Officials Signal Possible Hold Until at Least September • Britain’s Big EU Reset Turns Out to Be Just the Start of Talks • LA Port Shipments Fell 30% in Early May After Trump Tariffs more
Rubrics Morning Comment 19.05.25
19th May 2025
• White House Criticizes Moody’s Downgrade to US Credit Rating • Bessent Calls Moody’s ‘Lagging Indicator’ of US Fiscal Health • Trump Tax Bill Advances After GOP Deal for Faster Medicaid Cuts • US Consumer Sentiment Nears Record Low on Inflation Concerns more
Rubrics Morning Comment 16.05.25
16th May 2025
• US Bonds Rally as Economic Data Backs Bets on Two 2025 Fed Cuts • Trump to Keep 30% China Tariffs Till Late 2025, Analysts Say • US Producer Prices Fell Unexpectedly in April as Margins Shrank • US Retail Sales Barely Rise, Suggesting Some Spending Pullback more
Rubrics Morning Comment 15.05.25
15th May 2025
• US Is Not Pushing for Weaker Dollar in Tariff Talks, Person Says • Europe on Alert for Cheap Chinese Imports as Trump Tariffs Bite • UK Economy Has Best Quarter in a Year With 0.7% Expansion • China’s Investors Signal Trade Truce Is No Panacea for Markets more
Rubrics Morning Comment 13.05.25
13th May 2025
• US, China to Slash Tariffs During 90-Day Reprieve for Talks • ‘Buy America’ Sweeps Across Global Markets After Trade Talks • Trump Says China Agreed to Roll Back Non-Tariff Barriers • US-China Truce Likely to Avert Recession But Not Coming Slowdown more
Rubrics Morning Comment 09.05.25
9th May 2025
• Trump Hails UK Trade Framework as First of Many Tariff Deals • BOE Cuts Rates to 4.25% in Split Vote as Tariffs Hit Growth • US Jobless Claims Drop After Brief Spike During Spring Recess • Global Shift to Bypass the Dollar Is Gaining Momentum in Asia more
Rubrics Morning Comment 07.05.25
7th May 2025
• US Trade Deficit Widens to a Record on Pre-Tariff Drug Imports • US-China Trade Talks to Start This Week Focused on De-Escalation • Merz Confirmed as German Chancellor After Second Parliament Vote • UK, India Seal Trade Deal Amid Fallout of Trump Tariff Wars more
Rubrics Morning Comment 06.05.25
6th May 2025
• Dollar’s Fall in Asia Stuns Investors, Spreads Across Globe • Growth at US Service Providers Picks Up After Slumping in March • CBO Chief Still Sees US Treasury ‘X-Date’ Coming Late Summer • Tariffs Force Bank of England to Consider Faster Pace of Cuts more
